About Course

About the Program

Advanced Microsoft Excel Training for Finance equips professionals with advanced skills for budgeting, forecasting, modeling, reporting and analysis. This program is available in both in-person and virtual training options, with certification upon completion. Participants will gain practical expertise in organizing, analyzing, visualizing and interpreting financial data using Excel’s most powerful tools and functions. Whether developing financial statements, conducting scenario analysis, creating dashboards or structuring investment models, this course delivers techniques to increase accuracy, efficiency and impact in financial decision-making.

Course Objectives

By the end of this Advanced Microsoft Excel Training for Finance Professionals, participants will be able to:

• Master core and advanced Excel functions for financial analysis
• Create dynamic financial models and scenarios
• Automate routine finance tasks using formulas and macros
• Design professional dashboards for financial reporting
• Use Excel tools for forecasting, budgeting, and valuation
• Improve data accuracy and presentation for decision-making

Target Audience

• Finance and Accounting Professionals
• Budget analysts and planners
• Financial controllers and auditors
• Investment analysts
• Finance officers in the public and private sectors
• Anyone working with large datasets in financial contexts

Training Duration

Classroom: 5 Days

Online: 7 Days

Course Modules

Module 1: Excel Fundamentals for Finance

• Excel interface and navigation
• Formatting, shortcuts, and best practices
• Structuring financial spreadsheets
• Data validation and dropdowns for data integrity
• Working with named ranges and tables

Module 2: Essential Formulas and Financial Functions

• Logical functions (IF, AND, OR, IFERROR)
• Lookup and reference functions (VLOOKUP, HLOOKUP, INDEX-MATCH, XLOOKUP)
• Financial functions (NPV, IRR, PMT, FV, RATE, XNPV, XIRR)
• Date, text, and statistical functions for finance
• Using array formulas and dynamic ranges

Module 3: Advanced Data Analysis Tools

• Pivot tables and pivot charts for financial data summarization
• Sorting, filtering, and grouping data
• Subtotals and conditional formatting
• Using Power Query for data transformation
• Connecting Excel to external data sources (CSV, databases)

Module 4: Forecasting, Budgeting, and Scenario Analysis

• Building a rolling budget
• Forecasting revenue and expenses using Excel tools
• What-if analysis: Goal Seek, Scenario Manager, Data Tables
• Break-even analysis and sensitivity analysis
• Creating dynamic assumption models

Module 5: Financial Modeling Techniques

• Best practices in financial modeling
• Building integrated financial statements models (Income Statement, Balance Sheet, Cash Flow)
• Depreciation schedules and capital budgeting models
• Ratio analysis and performance indicators
• Linking models and building assumptions

Module 6: Dashboards and Data Visualization

• Principles of financial dashboard design
• Creating dynamic dashboards using charts, slicers, and pivot charts
• Building KPIs and trend visualizations
• Customizing graphs for professional reports
• Using Sparklines, conditional charts, and custom number formatting

Module 7: Automation and Error Reduction

• Protecting and auditing financial models
• Formula auditing and error checking
• Using data validation and error handling
• Introduction to macros and basic VBA for automation
• Creating reusable Excel templates

Delivery Method

This program is taught through a mix of practical activities, theory, group work and case studies. Training manuals and additional reference materials are provided to the participants.

CERTIFICATION

Upon successful completion of the training, participants will be awarded a certificate of course completion

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