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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.
Attendance or equivalent knowledge of our Excel Intermediate course.
BenefitsGain 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.
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
Income & Expenditure tracking table
Create a Pivot Table
Using the Pivot Table with filters to analyse cashflow
Using a Pivot Chart to track cashflow
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
Prices & Dates
What you get
Training is held in our modern, comfortable, air-conditioned suites
"What do I get on the day?"
Lunch is provided at a local restaurant or pub. Browse the sample menus:
Breaks and timing
Courses start at 9:30am.
Please aim to be with us for 9:15am.
Joining information (how to get to our venues)
Available throughout the day:
- Hot beverages
- Clean, filtered water