Excel For Finance: The Complete Skillset for ACCA Students Targeting Finance Roles”

By Naveen Mandal Uncategorized
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About Course

Most ACCA students learn accounting theory but never learn the Excel skills finance employers actually test at interview and expect on day one.

This course closes that gap. Over 4 weeks, you’ll build the exact Excel for Finance skillset used in FP&A, financial analysis, and reporting roles, from core formulas and financial modelling logic to building three-statement models and dynamic reports employers can see you actually understand.

Taught by a practitioner with UK finance work experience and an MSc in Investment Analysis, this isn’t generic “Excel tips” — it’s the specific skillset that gets ACCA students hired and job-ready for finance roles.

By the end, you’ll be able to walk into an Excel test or technical interview with , and build models you can actually show as work samples.

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What Will You Learn?

  • Build and navigate Excel efficiently using filtering, sorting, freezing panes, and core logical functions (IF, nested IF)
  • Clean, validate, and structure financial data using text functions and Data Validation
  • Use lookup functions (VLOOKUP, XLOOKUP, INDEX-MATCH, OFFSET, LET) to retrieve and calculate data with precision
  • Calculate real-world finance metrics including EMI, CAGR, and stock price returns
  • Build Pivot Tables, Pivot Charts, and interactive Dashboards for management-style reporting
  • Automate data cleaning and transformation using Power Query
  • Understand how the three financial statements (P&L, Balance Sheet, Cash Flow) link together
  • Build scalable data models using Power Pivot
  • Construct a complete financial model from scratch, following industry-standard structure and best practices
  • Apply Time Value of Money (TVM) concepts, Regression, Sensitivity Analysis, Data Tables, and Forecasting for valuation and decision-making
  • Automate repetitive tasks using Macros
  • Walk into UK finance interviews and technical Excel tests with confidence, backed by work-sample-ready models

Course Content

Class 1: Excel Fundamentals — Filtering, Sorting & Logic Basics Covers: Filter, Sorting, Freezing Panes, EMI, IF Condition
Build the foundational Excel skills every finance analyst uses daily. Learn to filter and sort large datasets efficiently, freeze panes for easier navigation, calculate EMI (loan repayments), and apply IF conditions to automate decision-making in your spreadsheets — the exact basics UK finance interviewers expect you to know cold.

Class 2: Logical & Text Functions for Finance Covers: IF Condition, Text Functions, Data Validation, Stock Price, CAGR
Go deeper into logic-building with nested IF conditions and text functions (LEFT, RIGHT, MID, CONCATENATE) used to clean and structure financial data. Learn Data Validation to control data entry, and calculate Stock Price returns and CAGR — key metrics for financial analysis and reporting roles.

Class 3: Lookup Functions — Finding & Retrieving Data Covers: Lookups (VLOOKUP/XLOOKUP), INDEX, OFFSET, SUMIFS, LET
Master the lookup functions that form the backbone of financial modelling and reporting: VLOOKUP/XLOOKUP, INDEX-MATCH, OFFSET for dynamic ranges, SUMIFS for conditional totals, and the modern LET function for cleaner, more efficient formulas.

Class 4: Pivot Tables, Dashboards & Visual Reporting Covers: Pivot Tables, Pivot Charts, Dashboards, Conditional Formatting, Rent Formatting
Learn to summarise and present data like a professional analyst. Build Pivot Tables and Pivot Charts to analyse large datasets, design interactive Dashboards for management reporting, and use Conditional Formatting to highlight key insights (including a real-world rent/formatting case study).

Class 5: Power Query & Power Pivot — Automating Data Workflows Covers: Power Query, 3-Statement Linkage, Power Pivot
Step into automation. Learn Power Query to clean and transform raw data into a reliable reporting layer, understand how the three financial statements (Income Statement, Balance Sheet, Cash Flow) link together, and use Power Pivot to build scalable data models beyond standard Excel limits.

Class 6: Financial Modelling Covers: Financial Modelling
Put everything together to build a complete financial model from scratch — the single most in-demand skill for FP&A, financial analyst, and modelling roles. Learn structure, assumptions, formula best practices, and how to build a model that's audit-proof and easy for others to follow.

Class 7: Valuation & Analysis Techniques Covers: TVM Concept, Regression, Sensitivity Analysis, Data Tables, Forecasting
Learn the analytical techniques used in valuation and decision-making: Time Value of Money (TVM) concepts, Regression analysis for trend identification, Sensitivity Analysis and Data Tables for scenario planning, and Forecasting techniques used in FP&A and budgeting.

Class 8: Macros — Automating Repetitive Tasks Covers: Macros
Learn to record and use basic Macros in Excel to automate repetitive tasks, saving hours of manual work — a skill that sets you apart as someone who works efficiently, not just correctly.

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