Course description
This intensive course is designed to introduce and refine the Excel skills of finance and accounting professionals, with a key focus on financial modeling, data analysis, and reporting. Through a blend of theory, practical demonstrations, and current best practices, we aim to equip you with the proficiency required to leverage Excel in your financial and accounting tasks effectively.
Upcoming start dates
Upcoming start dates
Suitability - Who should attend?
This course is ideal for:
- Finance and accounting professionals who wish to boost their Excel skills.
- Business managers and executives aiming to enhance their data analysis and financial decision-making capabilities.
- Students studying finance, accounting, or related fields who wish to acquire practical knowledge.
- Individuals considering a career in finance or accounting.
- Small business owners who need to manage their financial records and analysis.
Outcome / Qualification etc.
Upon completion of this course, attendees should be able to:
- Understand the fundamental principles of Excel and how it can be applied in finance and accounting.
- Develop effective financial models, conduct financial analysis, and create informative reports.
- Use advanced Excel functions and formulas to streamline and automate tasks.
- Implement best practices for data validation, error checking, and spreadsheet security.
- Keep up with the latest Excel features and add-ins relevant to finance and accounting.
Training Course Content
Day 1
Introduction to Excel in Finance and Accounting
- Overview of Excel: Importance, applications, and basic functions.
- Basic financial calculations using Excel: Time value of money, loan payments, and investment returns.
- Introduction to financial modeling: Building a simple financial model.
Day 2
Advanced Excel Functions for Finance
- Advanced Excel functions: IF statements, VLOOKUP, HLOOKUP, INDEX, MATCH, and array formulas.
- Excel in investment analysis: NPV, IRR, and MIRR functions.
- Budgeting and forecasting: Using Excel to plan and project financial outcomes.
Day 3
Data Analysis and Visualization
- Data analysis in Excel: PivotTables, conditional formatting, and data validation.
- Charting and visualization: Creating dynamic charts and dashboards.
- Using Power Query and Power Pivot to manage large datasets.
Day 4
Excel in Accounting and Auditing
- Accounting functions in Excel: Creating balance sheets, income statements, and cash flow statements.
- Auditing in Excel: Data tracing, error checking, and spreadsheet security.
- Automating tasks: Introduction to macros and VBA programming.
Day 5
Future Trends and Excel Add-ins
- Advanced Excel tools for Finance and Accounting: Power BI, Solver, and Risk Analysis add-ins.
- Integrating Excel with other business intelligence tools: Overview and best practices.
- Future trends in financial analysis and reporting: How to stay up-to-date with Excel updates and new features
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London Premier Centre
London Premier Centre is a UK leading training provider based in London and specialises in international short courses. Our inspiring, comprehensive portfolio of more than 400 professional development courses and seminars covers a wide range of professions from Administration, Leadership,...