Excel for Finance Professionals
- 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.
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What to expect
- 24 months post training support included .
- Tailored and bespoke programme options .
- Our experienced training and logistics team in the last 23 years have assisted 213,060 people .
- Over 14,264 organisations trained .
- We are rated 'Excellent' on Trustpilot and 98.7% of our customers recommend us .
- Delivery UK wide and international (75+ countries delivered) .
Suitability - Who should attend?
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.
Training Course Content
Setting up a Financial Worksheet
Layouts of input cells and formulasTracing formula precedents, dependents, and errors
Common mistakes to avoid
Conditional formatting to analyse data
Highlighting alternative row/columns of dataHighlight mistakes / errors / omissions / repetitions
Using conditional formatting to create simple and 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 and Expenditure tracking tableCreate 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, cashflowstatements and shareholders equity
Benefits of using common size statements for comparisons
Setting up common size statements; balance sheets and income
Defining key ratios to compare and updating changes
Expenses
Prices on application. Contact us for quote.
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Reviews by course attendees
Average rating 4.8
Based on 13 reviews.
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Reviews are published according to our review policy.
Danielle
25 Feb 2020
Most useful topic: cashflow; source data
Catherine
25 Feb 2020
Most useful topic: Cash flow spreadsheet
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