Excel for Finance Professionals
Excel for Finance Professionals training empowers participants to master advanced formulas, financial modeling, and data analysis techniques. Learners gain expertise in budgeting, forecasting, valuation, and decision-making tools. This program equips finance professionals with practical skills to streamline workflows, enhance accuracy, and deliver impactful financial insights for organizational growth.
Outline
Module 1 – Excel Fundamentals for Finance (Quick Recap)
• Navigating Excel efficiently (shortcuts, ribbons, quick access toolbar)
• Formatting numbers for finance (currency, accounting, percentages)
• Custom number formats for financial data
• Best practices for organizing and structuring financial spreadsheets
Module 2 – Essential Functions for Financial Analysis
• Basic math & logic functions (SUM, AVERAGE, IF)
• Financial functions (PMT, FV, PV, RATE, NPER)
• Date functions for financial timelines (EOMONTH, EDATE, YEARFRAC)
• Text functions for cleaning data (TEXT, TRIM, CONCAT)
Module 3 – Data Management & Cleaning
• Data sorting & filtering for financial datasets
• Using Remove Duplicates and Text to Columns
• Advanced Find & Replace for finance reports
• Data validation for error-free inputs
Module 4 – Advanced Formulas for Finance
• Nested IF statements & logical operators
• Lookup functions (VLOOKUP, HLOOKUP, INDEX, MATCH, XLOOKUP)
• Dynamic array functions (FILTER, SORT, UNIQUE)
• Error handling functions (IFERROR, IFNA)
Module 5 – Financial Modeling Basics
• Structure & principles of financial models
• Assumption sheets & input variables
• Linking statements & dynamic updates
Module 6 – Data Analysis Tools
• PivotTables for financial reporting
• PivotCharts for finance visualization
• Grouping & summarizing financial data
• Using Slicers and Timeline
Module 7 – Charts & Visualization for Finance
• Choosing the right chart for finance (Column, Line, Combo)
• Waterfall charts for profit & loss analysis
• Sparklines for quick financial trend insights
• Formatting & customizing charts for presentations
Module 8 – Excel for Budgeting & Forecasting
• Building budget templates
• Forecasting sales & expenses with FORECAST & TREND
• Variance analysis (budget vs. actual)
• Rolling forecasts
Module 9 – Risk Analysis & Decision Making
• Break-even analysis
• Goal Seek & Solver for finance decisions
Module 10 – Case Studies & Projects
• Building a full 3-statement financial model in Excel
• Automating a monthly management report
• Dashboard for financial KPIs
Course Fee
● Online
Rs. 2,800/- Total
- Once paid, the fee is non-refundable and non-transferable
Account Details
Bank: Habib Bank Limited
Account Title: AIN GenX
Account No: 5910-70000512-03
IBAN No: PK08 HABB 0059 1070 0005 1203
Faciliators
Irfan Bakaly
Data Analyst
25+ years of experience in Data Analysis
Noor Surani
Tech Entrepreneur
25+ years of experience in Data Analysis
Who this course is for:
Finance professionals, Accountants and auditors, Financial analysts and investment professionals, Managers involved in budgeting, forecasting, and reporting, Students or graduates
Duration
● 6 Weeks (15 Hours)
Classes
● Online via Zoom
Schedule
- Day: Saturday's Only
- Timing: 02:30 - 05:30 pm (PST)
Starting From
● Saturday, 13 September, 2025
Participants from Top Organizations
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