Excel for Finance Professionals

Who is this course for?

Excel users from finance-related roles looking to extend their knowledge of Excel in a financially driven context.

This course is a part of a wider portfolio of our Excel courses London.

Prerequisites

Attendance or equivalent knowledge of our Excel Intermediate course.

Benefits

Gain best practice techniques in pulling financial information into Excel, common pitfalls to avoid when using key financial functions and some useful presentation tips. The opportunity to use example financial statements such as cashflows and look at common size statements.

You may also be interested in our VBA courses.

Setting up a Financial Worksheet

Layouts of input cells and formulas
Tracing formula precedents, dependents, and errors
Common mistakes to avoid

Conditional formatting to analyse data

Highlighting alternative row/columns of data
Highlight mistakes / errors / omissions / repetitions
Using conditional formatting to create simple & effective dashboards

Working with data

Importing data; formats, field labels,
web query options (stock info)
Use TYPE to identify data type of existing cell contents
Text functions; FIND, MID,
TRIM excess space in cells
Use lookup functions to retrieve and compare data

Cashflow spreadsheets

Income & Expenditure tracking table
Create a Pivot Table
Using the Pivot Table with filters to analyse cashflow
Using a Pivot Chart to track cashflow

Financial functions

Considerations such as:
- PMT, FV, IRR, NPV
- When to use XIRR and XNPV
- Function with cashflows
- Assumptions to avoid
- APR vs APY

Reviewing financial statements

Example balance sheets, income statements, cashflow
statements & shareholders equity
Benefits of using common size statements for comparisons
Setting up common size statements; balance sheets & income
Defining key ratios to compare and updating changes

Face-to-face training

Training is held in our modern, comfortable, air-conditioned suites.

Lunch, breaks and timing

A hot lunch is provided at local restaurants near our venues:

• Bloomsbury
• Limehouse

Courses start at 9:30am.

Please aim to be with us for 9:15am.

Browse the sample menus and view joining information (how to get to our venues).

Refreshments

Available throughout the day:

• Hot beverages
• Clean, filtered water
• Biscuits

Virtual training

Regular breaks throughout the day.

Learning tools

In-course handbook

Contains unit objectives, exercises and space to write notes

24 months access to trainers

Your questions answered on our support forum.