Excel at Finance
Excel at Finance is provided by Dr Ian O'Connor, PhD, CPA.
![Ian [Photo: Oct 2010]](../includes/images/ianOCO.png)
Ian O'Connor has extensive experience in the field of PC based financial modelling, beginning in the mid 1980s with Lotus 1-2-3 on the IBM PC. After two decades in the banking sector, including credit assessment and prudential reporting, he moved to teaching and research in a tertiary institution. His main professional interests are education and learning in financial modelling, quantitative finance, banking, and risk management.
excelatfinance.com
The excelatfinance.com site was first published in 2011, as a set of resource materials for tertiary students. It has continued to grow since that time; there is no advertising, and the site is privately funded.
Ian O'Connor, CPA
Positions held (in the banking sector - Victoria):
- Manager, Business and Commercial Lending
- Manager, Research, Prudential Supervision (Banking)
Recent times (tertiary education)
Projects include, advanced Excel and VBA development for research undertaken in a Ph D program. Current focus - advanced financial spreadsheeting with Excel, development of VBA based applications, and quantitative finance models plus, Python, and R components. Areas of interest include: Financial Spreadsheeting, Risk Modelling, and Treasury.
Application development for financial modelling, computational finance, quantitative finance, and numerical techniques in finance - using:
- Excel, and VBA
- Python / Anaconda and associated Finance and Numerical packages
- XLWings, BERT and R
Academic and Professional
Qualifications
- PhD., Doctor of Philosophy, University of Melbourne.
- MAcc (RMIT)., Master of Accountancy (Finance Specialization), Royal Melbourne Institute of Technology - now RMIT University.
- BBus (Chish)., Bachelor of Business (Banking and Finance), David Syme Business School, Chisholm Institute - now part of Monash University.
- Certificate of Beef Farm Management., McMillan Rural Studies Centre, Warragul - merged with the University of Melbourne in 1997.
Professional Associations
- CPA., CPA Australia (Australian Society of Certified Practising Accountants), formerly the Australian Society of Accountants (ASA) - member. Received the CPA Australia membership milestone award (30 years), 17th October 2018 at Crown Palladium, Melbourne
- Fin SA., Finance and Securities Institute of Australia (FINSIA), formerly the Australasian Institute of Banking and Finance (AIBF), and the Australian Institute of Bankers (AIB), - Senior Associate. [Note: Joined AIB on 30 November 1973, and ceased membership of FINSIA on 30th June 2017 ≈ 43+ years]
Awards
- Top second year student: David Syme Business School. Awarded by Bank of America.
- Top graduate: David Syme Business School. Awarded by the Australian Institute of Bankers.
- State Bank of Victoria: 25 years service
- CPA Australia: 30 years milestone (2018)
Publications
Brown R, O'Connor I, Schwann G, and C Scott, (2012), 'Buying's One Thing, Holding's Another: How Much Does Australian Housing Really Cost?' JASSA, No.1, pp.26-33.
Brown R.L, Schwann G, O'Connor I, and C Scott, (2011), 'The Other Side of Housing Affordability: The User Cost of Housing in Australia', Economic Record, Vol.87, pp.558-574.
Johnson M, Malcolm B, and I O'Connor, (2006), 'The Role of Agribusiness Assets in Investment Portfolios, Australian Agribusiness Review, Vol.14, Paper 11.
Brown R, Brown R, and I O'Connor, (1999), 'Efficiency, Bond of Association and Exit Patterns in Credit Unions: Australian Evidence', Annals of Public and Cooperative Economics, Vol.70, No.1, pp.5-23.
O'Connor I, (1997), Credit Control, in Edwards R (Co-ordinating Author), The Australian Credit Control Manual, 4th edition, pp.61-95, Longman.
Brown R.M, and I O'Connor, (1995), 'Measurement of Economies of Scale in Victorian Credit Unions', Australian Journal of Management, Vol.20, No.1, pp1-24.
Research Articles
O'Connor I, (2003), 'The Empirical Distribution of Time to Maturity Volatility: with Application to Option Pricing and Trading' University of Melbourne, Unpublished Manuscript, Doctor of Philosophy, Department of Finance. [Supervisors: Associate Professor Kim Sawyer - University of Melbourne, and Professor Bruce Grundy - University of Melbourne].
O'Connor I, (2000), 'Generated Volatility Cones' University of Melbourne, Centre of Financial Studies, Working paper, 41 pages.
O'Connor I, (2000), 'Volatility Cones in SPI futures' University of Melbourne, Centre of Financial Studies, Working paper, 32 pages.
O'Connor, and P Pope, (1998), 'Measuring the Degree of Efficiency of International Stock Markets', Eastern Finance Association Annual Meeting, Williamsburg, Virginia.
O'Connor I, (1994), 'Volatility in Futures Options: Empirical Evidence form the All Ordinaries Index' Asia Pacific Finance Association, First Annual Conference, Readings: Derivative Security Issues, Vol. 1, pp.390-426.
O'Connor I, (1992), 'An Empirical Investigation of Volatility in Futures Options on the All Ordinaries Index' RMIT, Unpublished Manuscript, Master of Business in Accounting (Finance Specialisation).
xlf Contact
- Excel at Finance is provided by Dr Ian O'Connor, PhD, CPA.
- Email: ioconnor@excelatfinance.com
xlf Web site
- Server location: Sunnyvale, California, 94088
- Administration location: OCO Farm, Winnindoo, Central Gippsland, Victoria, Australia
- This web site is: Designed, developed and maintained by Ian O'Connor
xlf Development
Software used in the development of this site.
- Apache - a web server application (included in WAMP)
- Camtasia Studio - for screen recording and video editing
- NotePad ++ - for editing HTML, PHP, JavaScript and VBA code
- jPlot - a plotting and charting plugin for the jQuery JavaScript framework
- jQuery - a JavaScript library
- jQuery ui - a user interface (UI) built on top of the jQuery JavaScript library
- MathJax - a JavaScript display engine for mathematics
- Microsoft Excel - 365 64 bit
- MySQL - an open source data base for structured query language (SQL)
- PHP - a server side scripting language (included in WAMP)
- Rapid PHP - a PHP editor and PHP IDE
- Snagit - provides image and video screen capture
- SyntaxHighlighter - a JavaScript display engine for highlighting displayed code syntax
- WAMP Server - provides Windows server for Apache, MySQL, and PHP
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Revised: Friday 24th of February 2023 - 10:38 PM, Pacific Time (PT)