Excel for Finance Professionals
Advanced Excel techniques specifically designed for financial analysis, reporting, and modelling.
📦 On-Demand
⏱️ 3 days
Intermediate
Excel for Finance Certificate
Course Overview
Take your Excel skills from intermediate to expert level with this finance-focused program. Learn advanced formulas, financial functions, pivot table mastery, Power Query for data transformation, dynamic dashboard creation, and VBA macros for automation. All exercises use real financial data and scenarios relevant to GCC finance teams.
What You'll Learn
✓
Master advanced lookup and reference formulas
✓
Build dynamic financial dashboards
✓
Automate repetitive tasks with VBA macros
✓
Transform messy data with Power Query
✓
Create professional financial reports
✓
Use Excel's financial functions for analysis
Course Syllabus
- • INDEX-MATCH and XLOOKUP
- • SUMPRODUCT for multi-criteria calculations
- • Array formulas and dynamic arrays
- • Financial functions: NPV, IRR, XIRR, PMT
- • Text and date manipulation
- • Error handling and auditing formulas
🛠️ Hands-On: Build a loan amortisation schedule using financial functions
- • Advanced pivot table techniques
- • Calculated fields and items
- • Power Query: connect, transform, load
- • Combining data from multiple sources
- • Data cleansing automation
- • Refreshable data models
🛠️ Hands-On: Build automated management report from raw GL data
- • Interactive dashboard design principles
- • Dynamic charts and sparklines
- • Conditional formatting for financial reports
- • VBA macro basics for automation
- • Automating month-end reporting
- • Protecting and distributing workbooks
🛠️ Hands-On: Create an interactive financial dashboard with drill-down capability
Who Should Attend
Accountants, financial analysts, controllers, FP&A professionals, and anyone in finance who uses Excel daily.
Prerequisites
Intermediate Excel skills (comfortable with basic formulas, pivot tables).
Skills You'll Gain
Advanced Excel
Pivot Tables
Power Query
VBA
Financial Functions
Dashboards
Key Takeaways
🏆
Build financial models and reports efficiently
🏆
Automate repetitive Excel tasks
🏆
Create management dashboards
🏆
Transform and analyse large datasets
Certificate of Completion
Upon completing this program, you will receive a Excel for Finance Certificate that you can share on LinkedIn and with employers.
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