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High-Powered Excel for Finance

CLASSROOM TRAINING

Our classroom training provides you the opportunity to interact with instructors and benefit from face-to-face instruction.

VIRTUAL TRAINING

Catering to the demands of busy professionals, our virtual training programs are as effective as face-to-face learning.

CORPORATE TRAINING

Our Corporate training provides you the opportunity to interact with instructors and benefit from face-to-face instruction.

TRAINING HIGHLIGHTS

High quality training from Certified & Industry Experts

Earn 8 PDUs

Course Completion Certificates

Extensive documentation provided

Reimbursement guaranteed if the training is not satisfied

Our approach is both practical and inspirational. Our training is carefully designed and tested to develop the key skills and confidence needed while being highly participatory and fun

Advanced Excel features and functions for Finance and Accounting power users, including practical application. 

This hands-on course goes far beyond simply explaining Excel’s features and functions – you’ll learn how to apply these to get more done and produce reliable, consistent, maintainable, user-friendly results.

You’ll literally gain the knowledge and skills you can use in your work every day to transform your Excel work and make decisions with confidence. This includes:

  • Valuable, time-saving techniques to reduce the rekeying of data and increase automation.
  • Key features every budget needs to make it easy to maintain and easy to use.
  • The essential functions used by experts to increase consistency and reduce data entry.
  • Clever range name techniques that improve reliability and readability.
  • Best practices for producing flexible and reliable lookups.
  • Learn Excel’s hidden shortcuts to many common tasks that can save you hours of time every day.
  • Techniques to make maintenance easier and make your models accurate, reliable, and robust.
  • Powerful data analysis and visualization techniques to identify trends and anomalies.
  • How and when to apply macros that will speed up the creation of your models
  • and more!

PLUS Q&A time so you can get answers to all those questions that have been bugging you! and handy tips to improve your productivity and reduce your frustration!

Agenda:

Useful Techniques & Keyboard Shortcuts

  • Control key
  • Right click
  • The Ribbon & the Quick Access Toolbar
  • Options
  • Referring to Cells & Ranges

Range Names

  • Creating Range Names
  • Range Name Box
  • Creating Names Automatically
  • Defining Names

Useful Functions in Finance

  • COUNTIF
  • INDIRECT
  • AND, OR
  • ROUND
  • IF
  • VLOOKUP
  • AVERAGEIF
  • SUMIF/ SUMIFS
  • COUNTA
  • MAX & MIN
  • OTHER FUNCTIONS

Tables

  • Creating a Table
  • Table Functionality
  • Flexible (Dynamic) Ranges
  • Using INDIRECT with Tables

Pivot Tables and Pivot Charts

  • Creating a Pivot Table
  • Analysis with Pivot Tables
  • Pivot Charts

Conditional Formats

  • Preset Conditions
  • Formula Driven Formatting
  • Modifying Conditional Formats

Wrapping up with Ribbons

Learning Objectives:

  • Go far beyond simply explaining Excel’s features and functions!
  • Learn how to apply these to get more done and produce reliable, consistent, maintainable, user-friendly results.
  • Gain knowledge and skills you can use in your work every day to transform your Excel work and make decisions with confidence.
  • Management Accountants
  • Financial Accountants
  • Cost Accountants
  • Business Analysts
  • Finance and Cost Analysts
  • CFO’s
  • Finance Managers
  • Business Bankers
  • Corporate Finance Analysts

What Does Academy for Pros provide me on the day of the course?

We provide Course Materials, Course Completion Certificate and Refreshements

What experience does Instructor has?

All our Instructors are Certified & Industry Experts and they have years of experience in teaching Agile Courses

Does this course includes exam?

This course does not include exams as this is non-certifications course. once after the training we provide course completion certificate with each credit per hour (SEU,s or PDU’s)

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