Excel For Finance & Accounting
Master practical, job-ready Excel skills that finance professionals actually use. Build financial statements, analyze data, and automate reports with confidence.
Excel Skills That Finance Professionals Actually Use
Master core Excel tools through real finance examples like bank statements, EMIs, invoices, and financial data.
Convert Raw Accounting Data into Clear Financial Insights
Learn how to clean, structure, and summarise data exported from Tally/Xero into management-ready reports.
Apply Finance Concepts Directly Inside Excel
Analyse bonds, stocks, mutual funds, cash flows, and valuations using practical Excel-based frameworks.
Build Real-World Confidence with a Hands-On Finance Project
Finish the course by applying everything in a practical project that mirrors real finance team work.
Excel for Finance - 5 Day Practical Course Structure
Excel interface, shortcuts, and best practices
Working with data: filters, sorting, freeze panes
Core formulas used in finance (SUM, IF, percentages)
Autofill, Flash Fill, and basic charts
Simple finance use cases like EMI and expense analysis
Cleaning and structuring financial data
Text and date functions for finance data
VLOOKUP / XLOOKUP, INDEX–MATCH
Pivot tables for summaries and analysis
Working with real-world finance-style datasets
Understanding bank statements and transaction data
Classifying receipts and payments
Mapping transactions to reporting categories
Creating management-level summaries from trial balance data
Basic checks and controls used in finance teams
Budget vs actual and variance analysis
Bond, stock, and mutual fund analysis using Excel
Time value of money and sensitivity analysis
Introduction to financial modelling and DCF valuation
Using Excel to support investment decisions
End-to-end mini project using finance data
Creating clear and presentable Excel outputs
Common Excel mistakes and best practices in finance roles
How finance teams use Excel in real jobs
Building confidence to apply Excel in interviews and work
Instructor: Naveen Mandal
Finance & Accounting Professional with an MSc in Investment Analysis (UK). Strong background in finance, accounting, and Excel, with a focus on teaching practical, job-ready skills.
Excel for Finance – 5 Day Practical Program
Features
- 5 Live Interactive Sessions
- Real finance & accounting datasets
- Excel for banking, analysis & valuation
- Hands-on mini project
- Beginner-friendly explanations
- Certificate of completion