Excel for Accountants and Financial Professionals

This specialized course teaches Microsoft Excel skills specifically designed for accounting and finance professionals. While many Excel courses cover general skills, this course focuses on the functions, formulas, and techniques that accountants use daily in their work.

You will start with essential financial functions including PMT, FV, PV, NPV, IRR, and XNPV. The course covers advanced lookup functions like VLOOKUP, HLOOKUP, INDEX-MATCH, and XLOOKUP that are critical for working with accounting data. You will learn to use logical functions, text functions, and date functions in accounting contexts.

Data analysis tools are covered extensively including pivot tables for financial reporting, Power Query for data transformation, and data validation for input controls. You will learn to create professional financial dashboards with charts, sparklines, and conditional formatting that bring financial data to life.

Advanced topics include building financial models for budgeting and forecasting, creating amortization schedules, performing break-even analysis, and building scenario analysis tools using data tables and Solver. The course concludes with VBA macro programming to automate repetitive accounting tasks like report generation, data reconciliation, and month-end closing procedures. Every lesson includes downloadable practice files with real accounting scenarios.