
Advanced Excel Techniques for Financial
Course Description
Ready to transform your financial analysis skills using the power of Excel? This course is designed for professionals, students, and business owners who want to master advanced Excel functions and apply them to real-world financial scenarios. From building dynamic models to automating tasks, this hands-on course will elevate your Excel skills and make you a more effective and confident financial analyst.
What Will You Learn?
Advanced Formulas and Functions (INDEX/MATCH, OFFSET, IFERROR, etc.)
Dynamic Financial Dashboards and Reports
PivotTables and PowerPivot for Financial Data
What-If Analysis, Goal Seek, and Scenario Manager
Data Validation and Conditional Formatting for Clean Reports
Automating Tasks with Macros and VBA Basics
Building Financial Models from Scratch
Cash Flow Forecasting and Budgeting Models
Break-Even, Profitability, and ROI Analysis
Working with External Data Sources (CSV, SQL Imports, etc.)
Using Charts and Graphs for Effective Financial Storytelling
Error Handling and Data Auditing
Who this course is for:
Finance professionals and analysts
Accountants and auditors
Business owners and entrepreneurs managing finances
MBA and finance students
Anyone who wants to level up their Excel skills in a financial context
Course Curriculum

Lucas Hale
InstructorI am a web developer with a vast array of knowledge in many different front end and back end languages, responsive frameworks, databases, and best code practices