Excel For Accounting & Finance Professionals

Microsoft Excel is one of the most essential applications to any modern Accounting and Finance Professional. This hands-on workshop is part of the Professional Skills Series, designed specifically for accounting and finance professionals with the most common and advanced tools, commands, functions and features.

This is a great content for the accounting and finance professionals for all levels to assemble the excel knowledge to collect, organize, record, process, analyze and efficiently work with data for reporting proficiently.

Who the Course is For:

• Regular Excel Users
• Accounting & Finance Managers
• Management Reporters
• Decision Makers

Course Outline:

General Excel Skills Where We Spend Most of the Time

• Designing and setup the spreadsheet to manage data
• Various text, number, and date formatting
• Using shortcuts to enhance your productivity
• Various auto filling techniques
• Customizing page setup to print professionally

Essential Formula Skills for Data Conversion

• Using $ sign in formula
• Using name for a cell or range
• Breaking large formula and debugging part by part
• Functions for re-shaping Texts
• Functions for separating required portion
• Cell Joining with customized texts

Logical Statements with Multiple Conditions

• IF() and IFS() conditions
• IF() condition with AND/OR

Data Matching and Lookups

• VLOOKUP function
• HLOOKUP function
• INDEX+MATCH function
• OFFSET function
• XLOOKUP function
• Reconciliation techniques

Data Visualization and Presentation

• Customizing the various chart elements
• Column chart and bar chart
• Presenting Budget Vs Actual with line chart
• Waterfall chart – Presenting Income Statement
• Customizing Pie chart
• Trend analysis using Sparklines

Reporting with PivotTable & PivotChart

• Designing PivotTable Data set
• Creating report using PivotTable
• Drill-down the PivotTable data
• Adding Calculated column and items
• Various PivotTable option settings
• Creating dashboard report using PivotTable
• Creating Income Statement using PivotTable
• Various advanced tips & tricks on PivotTable

What-if Analysis

• The Goal Seek command
• Sensitivity analysis using Data Table command
• Using The Scenario Manager
• Using The Solver Add-in Tool
• Creating Forecast sheet considering historical values

Financial Functions

• Calculating Future value
• Calculating Present value
• Calculating Net Present value
• PV of annuity
• FV of annuity
• Preparing a complete loan schedule

Depreciation Functions

• Straight-line depreciation method
• Declining Balance depreciation method
• Double Declining Balance depreciation method