Data & Analytics

Financial Analysis, Accounting & Modeling with Microsoft Excel

Unlock the full potential of financial analysis and accounting with our Financial Analysis, Accounting & Modeling with Microsoft Excel course.

  • 100% online · self-paced
  • 9 hours of content
  • Instructor support
  • Certificate
Financial Analysis, Accounting & Modeling with Microsoft Excel course

Course overview

Unlock the full potential of financial analysis and accounting with our Financial Analysis, Accounting & Modeling with Microsoft Excel course. This comprehensive program is designed for finance professionals and aspiring analysts who want to enhance their skills in using Excel for financial decision-making and modeling.

Throughout the course, you will learn how to utilize Excel’s powerful features to analyze financial statements, build robust financial models, and perform in-depth data analysis. From mastering advanced formulas and functions to creating dynamic dashboards and reports, this course covers everything you need to excel in financial analysis and accounting.

By the end of the program, you will be equipped with practical skills that allow you to make informed financial decisions, present data effectively, and streamline your accounting processes.

Here are the learning objectives for the Financial Analysis, Accounting & Modeling with Microsoft Excel course:

  • Grasp the importance of Excel as a tool for financial modeling, analysis, and reporting.
  • Learn to use key Excel functions and formulas for financial calculations, including logical, statistical, and financial functions.
  • Develop skills to interpret and analyze income statements, balance sheets, and cash flow statements using Excel.
  • Construct dynamic financial models for forecasting, budgeting, and scenario analysis, incorporating best practices for accuracy and flexibility.
  • Learn to summarize and visualize financial data using PivotTables and charts to support decision-making.
  • Implement sensitivity analysis to assess the impact of variable changes on financial outcomes and make informed decisions.
  • Create detailed and visually appealing financial reports and dashboards that effectively communicate insights to stakeholders.
  • Engage in practical projects that simulate real-world financial analysis tasks, equipping you with hands-on experience.

These objectives will equip you with the essential skills needed for effective financial analysis, accounting, and modeling using Microsoft Excel, making you a valuable asset in any finance-related role!

Who this course is for

  • Financial Analysts looking to improve their Excel skills for better analysis
  • Accountants who want to enhance their financial reporting capabilities
  • Business Analysts interested in financial modeling and decision-making
  • Aspiring Finance Professionals seeking to build proficiency in Excel for financial tasks
  • Students studying finance or accounting who want to gain practical, Excel-based skills
  • Professionals transitioning into finance or accounting roles
  • Small business owners who wish to manage and analyze their financial data using Excel
  • Anyone interested in learning how to use Excel for financial analysis, accounting, and modeling

Requirements

  • A Laptop/Desktop
  • Functional Email Address
  • Internet Connection

What’s included

  • Financial and Accounting Automated Templates
  • Learning Resources
  • Learning Support
  • Professional certificate of completion for FREE

What you’ll learn

  • Understand the fundamental role of Excel in financial analysis and accounting.
  • Master essential Excel functions and formulas for financial calculations.
  • Analyze and interpret financial statements using Excel tools.
  • Build dynamic financial models for forecasting and budgeting.
  • Utilize PivotTables and charts to summarize and visualize financial data.
  • Perform sensitivity analysis and scenario planning to assess financial impacts.
  • Design comprehensive financial reports and dashboards for effective communication.
  • Apply real-world financial analysis techniques through practical projects.

Curriculum

7 modules · 57 lessons

01 Module I – Introduction 15 lessons
  • 1.1 Introduction to Excel 12 min
  • 1.2 Formatting 8 min
  • 1.3 Percentage Calculation 8 min
  • 1.4 Basic Calculation 6 min
  • 1.5 Data Validation 3 min
  • 1.6 IF Statement 11 min
  • 1.7 SUM 6 min
  • 1.8 SUMIF 9 min
  • 1.9 SUMIFS 5 min
  • 1.10 COUNT 3 min
  • 1.11 COUNTIF 2 min
  • 1.12 COUNTIFS 7 min
  • 1.13 AVERAGE 3 min
  • 1.14 AVERAGEIF 3 min
  • 1.15 AVERAGEIFS 6 min
02 Module II – Data Analysis 6 lessons
  • 2.16 HlookUp
  • 2.17 VlookUp 3 min
  • 2.18 XlookUp
  • 2.19 Pivot Table 17 min
  • 2.20 Power Query (Transforming 1) 5 min
  • 2.21 Power Query (Transforming 2)
03 Module III – Financial Analysis I 5 lessons
  • 3.22 Present Value (PV) 6 min
  • 3.23 Future Value (Compounding Frequencies) 9 min
  • 3.24 PMT (Loan Monthly Payment) 7 min
  • 3.25 Amortization Table 4 min
  • 3.26 Internal Rate of Return 12 min
04 Module IV – Financial Analysis II 7 lessons
  • 4.27 Profit Loss Statement Pt 1 14 min
  • 4.28 Profit Loss Statement Pt 2 10 min
  • 4.29 Profit Loss Statement Pt 3 22 min
  • 4.30 Balance Sheet 9 min
  • 4.31 Three Statement Financial Model Pt 1 9 min
  • 4.32 Three Statement Financial Model Pt 2 21 min
  • 4.33 Financial Ratios 19 min
05 Module V – Creating a Dashboard 3 lessons
  • 5.34 Sales Reporting (Dashboard) Pt 1 19 min
  • 5.35 Sales Reporting (Dashboard) Pt 2 19 min
  • 5.36 Sales Reporting (Dashboard) Pt 3 31 min
06 Module VI – Financial Analysis 8 lessons
  • 6.37 Trend Analysis 14 min
  • 6.38 Comparative Analysis 18 min
  • 6.39 Regression Analysis Pt 1 (Relationship) 16 min
  • 6.40 Regression Analysis Pt 2 (Forecasting) 10 min
  • 6.41 What If Analysis (Data Table) Pt 1 7 min
  • 6.42 What If Analysis (Data Table) Pt 2
  • 6.43 What If Analysis (Scenario Manager n Goal Seek) Pt 3 11 min
  • 6.44 Forecasting 9 min
07 Module VII – Data Modeling 13 lessons
  • 7.45 Financial Modelling pt1 (Facts & Findings)
  • 7.46 Financial Modelling pt2 (Monthly Revenue 1) 13 min
  • 7.47 Financial Modelling pt3 (Monthly Revenue 2) 12 min
  • 7.48 Financial Modelling pt4 (Monthly Revenue 3) 12 min
  • 7.49 Financial Modelling pt5 (Monthly Revenue 4)
  • 7.50 Financial Modelling pt6 (Monthly P&L 1)
  • 7.51 Financial Modelling pt7 (Monthly P&L 2) 15 min
  • 7.52 Financial Modelling pt8 (Capital Structure) 5 min
  • 7.53 Financial Modelling pt9 (Fixed Asset Schedules) 16 min
  • 7.54 Financial Modelling pt10 (Working Capital) 19 min
  • 7.55 Financial Modelling pt11 (Annual P&L) 16 min
  • 7.56 Financial Modelling pt12 (Cash Flow Statement) 6 min
  • 7.57 Financial Modelling pt13 (Balance Sheet) 12 min

How you’ll learn

100% onlineLearn from anywhere, on your laptop or phone — no classroom to travel to.
Self-pacedStart any time and move at your own speed. 9 hours of content.
Instructor supportStuck? Get help from your instructor, plus feedback on every assignment.

How to enrol

  1. 01

    Enrol

    Create your free student account and choose this course.

  2. 02

    Pay

    Pay securely with Paystack. One payment — no hidden fees.

  3. 03

    Learn

    Your portal unlocks immediately — lessons, quizzes, assignments and certificate.

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