Excel for Business & Finance

What separates entry-level analysts from strategic financial advisors? The ability to transform raw financial data into compelling insights using Excel as a professional analysis tool. Master both fundamental and advanced Excel techniques while learning to evaluate company performance, identify trends, and create powerful financial presentations. By the end of this course, you'll have the technical proficiency and judgment essential for competitive finance roles.

Student smiling while sitting outside, using a laptop.
Syllabus

Course Topics

- Construct Financial Worksheets with Excel Fundamentals

Build organized financial worksheets using essential Excel features including formulas, cell referencing, formatting, and data management techniques to establish a foundation for financial analysis.

- Apply Advanced Excel Functions for Financial Calculations

Implement specialized Excel functions and formulas to perform complex financial computations, automate calculations, and ensure accuracy in financial data processing.

- Analyze Company Performance Through Financial Statement Evaluation

Extract and interpret financial statement data to calculate and evaluate key financial ratios that assess company performance, liquidity, and profitability.

- Forecast Financial Trends Using Data Analysis Techniques

Identify patterns in historical financial data and apply time series analysis and regression techniques to develop reliable financial forecasts and projections.

- Automate Financial Analysis with Advanced Excel Tools

Streamline financial analysis workflows using pivot tables, macros, and other advanced Excel features to efficiently process large datasets and generate comprehensive financial reports.

Course Level

200

Skills Covered

  • Microsoft Excel
  • Data Analysis
  • Financial Analysis
  • Financial Statements
  • Forecasting
  • Analytical Skills
  • Problem Solving

Common Prerequisites

All courses listed may not be required. Discuss with your advisor to learn more.

  • Statistics

Disclosure

This course is delivered online through an institution of the Lower Cost Models Consortium (LCMC) that is different than your degree-granting institution that awards the academic credit for the course.