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Excel Must have Skills for a Finance Professional
Highest Rated
Rating: 4.8 out of 5(14 ratings)
76 students

Excel Must have Skills for a Finance Professional

Excel Essential Skills for ACCA Finalists and Finance Professionals with 0-2 years of experience.
Created byHuzaifa Jamil
Last updated 9/2025
Urdu

What you'll learn

  • Prepare completely automated Financial Statements from a trial balance.
  • Conditionally Format and Visualize data to prepare and design efficient reports.
  • Using Excel tools and formulas essential in the field of accounting and finance.
  • Combining various formulas to make your own formula as per the requirement.
  • Improve your excel working efficiency by upto 300% by using day-to-day keyboard shortcuts.

Course content

1 section • 7 lectures • 5h 36m total length
  • Orientation40:00
  • Navigation, Cell referencing, Basic formulas, and Conditional Formatting (Basic)31:28
  • Data Validation, VLOOKUP and Conditional Formatting (Intermediate)1:07:56
  • IF, SUMIF, COUNTIF and Conditional Formatting (Advanced)28:11
  • RIGHT, LEFT, Data Visualization Pt. 1, Preparation of FS, Data Filter & Sort57:31
  • Pivot Table, INDEX & MATCH, Multiple IFs in one formula57:35
  • Practical Examples of using Excel, Data Visualization Pt. 2, IFERROR, SUBSTITUTE53:38
  • Excel Skills Final Assignment

Requirements

  • No Excel knowledge is required, you'll learn everything you need to know.
  • Recommended for ACCA Finalists, Part-Qualified and Finance Professionals with 0-2 years experience.

Description

The Excel Skills Workshop Based Training Program by Huzaifa Jamil is designed to help students and young finance professionals transform Excel from a basic tool into a powerful resource for analysis, reporting, and decision-making. The course takes a practical, workshop-driven approach, ensuring participants don’t just learn formulas but also understand how to apply them in real business and finance scenarios.

Across the sessions, you’ll cover a wide range of essential skills, from mastering functions like VLOOKUP, INDEX-MATCH, and IF, to preparing financial statements and designing automated reports. Each topic is structured to provide hands-on practice, allowing you to immediately apply your learning to real-world tasks such as reporting, data analysis, and financial accounting.

What sets this program apart is its focus on finance and accounting students/professionals, tailored to the needs of ACCA students, early-career professionals, and anyone seeking to boost workplace productivity. The workshop is interactive, case-based, and infused with Huzaifa’s own experience as a Global Distinction Holder in ACCA and a professional who has managed finance functions for multiple companies.

By the end of the training, participants gain not just technical proficiency, but also the confidence to use Excel as a career-advancing skill.

The course has amazing reviews from the previously enrolled students!

Who this course is for:

  • ACCA Finalists, Part-Qualified and Finance Professionals with 0-2 years experience.
  • Beginner Finance Professionals who are willing to learn excel or improve their efficiency.