Data Analytics for Finance Professionals: Excel, SQL & BI

This course contains the use of artificial intelligence. The course is designed for mid-career finance professionals looking to confidently step into the world of data analytics and elevate their decision-making capabilities. Spanning 1 hour and 40 minutes, it blends foundational concepts with practical, hands-on tools tailored specifically for financial data.

The journey begins with core principles of data-driven decision-making and visual storytelling, helping you understand not just how to analyze data, but how to communicate insights effectively. You will then dive into Excel, where you’ll learn to perform variance analysis using pivot tables, build variance matrices, and create impactful waterfall charts.

Building on this, the course introduces Power BI for cleaning datasets, developing key financial measures, and creating interactive visualizations. You’ll also explore SQL and Python—not as a coding bootcamp, but through a finance-first lens. In SQL, the focus is on data retrieval and aggregation, enabling you to extract meaningful insights from structured datasets. In Python, you’ll work on data cleanup, calculations, and visualization, with an emphasis on understanding the logic behind the code so you can confidently interpret and use AI-generated scripts.

Finally, you’ll refine your storytelling skills by applying brand elements to dashboards and making your visuals shareable across platforms. The course concludes with an executive script-writing exercise, ensuring you can present insights with clarity and impact.