Beginner to Pro in Excel : Accounting & Financial Analysis

Beginner to Pro in Excel : Accounting & Financial Analysis, available at $44.99, has an average rating of 5, with 64 lectures, based on 3 reviews, and has 26 subscribers.

You will learn about Microsoft Excel basics Accounting functions in Microsoft Excel Finance functions in Microsoft Excel Creating impactful charts and graphs Financial Modeling This course is ideal for individuals who are Accounting and Finance Professionals or Aspiring Financial Analysts or Accounting and Finance Students or Entrepreneurs and Small Business Owner or Anyone Interested in Financial Analysis It is particularly useful for Accounting and Finance Professionals or Aspiring Financial Analysts or Accounting and Finance Students or Entrepreneurs and Small Business Owner or Anyone Interested in Financial Analysis.

Enroll now: Beginner to Pro in Excel : Accounting & Financial Analysis

Summary

Title: Beginner to Pro in Excel : Accounting & Financial Analysis

Price: $44.99

Average Rating: 5

Number of Lectures: 64

Number of Published Lectures: 64

Number of Curriculum Items: 64

Number of Published Curriculum Objects: 64

Original Price: $19.99

Quality Status: approved

Status: Live

What You Will Learn

Microsoft Excel basics
Accounting functions in Microsoft Excel
Finance functions in Microsoft Excel
Creating impactful charts and graphs
Financial Modeling

Who Should Attend

Accounting and Finance Professionals
Aspiring Financial Analysts
Accounting and Finance Students
Entrepreneurs and Small Business Owner
Anyone Interested in Financial Analysis

Target Audiences

Accounting and Finance Professionals
Aspiring Financial Analysts
Accounting and Finance Students
Entrepreneurs and Small Business Owner
Anyone Interested in Financial Analysis

Beginner to Pro in Excel: Accounting & Financial Analysis is a comprehensive course designed for professionals leveraging Excel to efficiently manage financial data. This Excel course covers essential functions and techniques crucial for finance and accounting tasks, making it perfect for those looking to enhance their spreadsheet skills in a practical context.

The course begins with a quick Excel refresher, covering fundamental data entry, formatting basics, and time-saving tips like keyboard shortcuts and conditional formatting. Participants will master powerful functions such as VLOOKUP, INDEX, MATCH, NPV, IRR, and various financial calculations, including loan schedules and investment analysis.

Key to this course is the application of Excel in real-world finance scenarios. Learners will gain proficiency in creating insightful visualizations using bar, area, pie, and specialized charts like stock and football field charts—essential for financial reporting and analysis.

The curriculum focuses on financial statement modeling, including income statements, balance sheets, and cash flow statements—crucial for finance professionals. Participants will practice setting up balance sheets, forecasting financial statements, and analyzing cash flows.

By the end of this course, students will have a robust toolkit to streamline data management, analysis, and reporting processes in finance and accounting using Excel. Elevate your finance career and optimize workflows with these indispensable Excel skills tailored specifically for finance and accounting professionals.

Who should take this course:

Accounting students
Finance students
Accounting professionals
Finance professionals
Entrepreneurs and Business Owners with Finance knowledge
Investors with Finance knowledge

Why you should learn Excel for Finance and Accounting:

This course will change the way you work and will save your hours otherwise spent on complex calculations. You will be able to calculate the values you need for analysis and decisions just by writing small and easy formulas. The rest of your time can then be spent on tasks that matter!

Course Curriculum

Chapter 1: Introduction

Lecture 1: Introduction

Lecture 2: Welcome

Lecture 3: Download the course exercises.

Chapter 2: Beginner: Excel Introduction

Lecture 1: Excel Interface

Lecture 2: Data Entry in Excel

Lecture 3: Working with Rows and Columns

Lecture 4: Print in Excel

Chapter 3: Beginner: Basic Formatting

Lecture 1: Formatting Basics

Lecture 2: Formatting in Cells

Lecture 3: Conditional Formatting

Lecture 4: Freeze Panes and Split Screen

Lecture 5: Quick Access Toolbar and Keyboard Shortcuts

Chapter 4: Beginner: Basic Functions

Lecture 1: Basic Functions

Lecture 2: IF Function

Lecture 3: SUMIF and AVERAGE function

Lecture 4: LEFT, RIGHT & MID Function

Lecture 5: COUNTIF and COUNTIFS Function

Chapter 5: Intermediate: Data Management

Lecture 1: Date and Time Functions

Lecture 2: Data Validation

Chapter 6: Intermediate: Lookup Functions

Lecture 1: VLOOKUP Function

Lecture 2: INDEX and MATCH Functions

Lecture 3: XLOOKUP Function

Chapter 7: Intermediate: Financial Analysis Functions

Lecture 1: Scenario Manager & Goal Seek

Lecture 2: PV and FV

Lecture 3: Net Present Value (NPV)

Lecture 4: XNPV

Lecture 5: IRR Function

Lecture 6: Loan Schedule with PMT Function

Lecture 7: PPMT Function

Lecture 8: IPMT Function

Lecture 9: CUMIPMT

Lecture 10: Loan Schedule Templates

Chapter 8: Intermediate: Financial Charts

Lecture 1: Bar Charts

Lecture 2: Area Charts

Lecture 3: Pie Charts

Lecture 4: Combo Charts

Lecture 5: Create Waterfall Charts

Lecture 6: Stock Charts (1)

Lecture 7: Sparklines

Chapter 9: Advanced: Financial data analysis

Lecture 1: Pivot Tables

Lecture 2: Pivot Charts

Lecture 3: Sorting and Filtering

Lecture 4: Regression Analysis

Lecture 5: Analyze Data

Lecture 6: Stock Charts (2)

Lecture 7: Purchase Price Variance (PPV)

Chapter 10: Advanced: Rates Calculator

Lecture 1: Building Data Rates

Lecture 2: Calculating HPR

Chapter 11: Statement Financial Model

Lecture 1: Introduction

Lecture 2: Income Statements (1/)

Lecture 3: Income Statements (2/)

Lecture 4: Income Statements (3/3)

Lecture 5: Operating Costs

Lecture 6: Operating Expenses and Interest

Lecture 7: Taxes

Lecture 8: Net Income

Lecture 9: Capital Expenditure and Depreciation Schedule

Lecture 10: Balance Sheet Forecasts (1/3)

Lecture 11: Balance Sheet Forecasts (2/3)

Lecture 12: Balance Sheet Forecasts (3/3)

Lecture 13: Cash Flow Statements (1/2)

Lecture 14: Cash Flow Statements (2/2)

Lecture 15: Statement Model Check

Chapter 12: Conclusion

Lecture 1: Course conclusion

Instructors

Elissa Smith
IT facilitator / Finance instructor

Rating Distribution

1 stars: 0 votes
2 stars: 0 votes
3 stars: 0 votes
4 stars: 0 votes
5 stars: 3 votes

Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!

Menu