Finance & Excel for Beginners: Analyst Skills for Jobs & MBA

Understand the income statement basics, including revenue, cost of goods sold, gross profit, EBITDA, depreciation, taxes, and earnings per share.

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Explore how a balance sheet records a company's assets—working capital, net fixed assets, and cash investments—and its liabilities—debt and shareholders funds—emphasizing the asset-liability balance.

Explore how the cash flow statement tracks cash over a year, using the indirect method and linking to balance sheet and profit and loss, with operating, investing, and financing activities.

Discover how working capital blends assets like accounts receivable and inventory with liabilities like accounts payable. Learn how gross and net working capital affect cash flow and funding needs.

Demonstrate the time value of money with annual compounding and a 5% discount rate. Compute present values of cash flows to perform a discounted cash flow valuation and equity valuation.

Compute enterprise value and equity value by adding equity value and net debt (debt minus cash), then discount fcfe and fcff to value a company.

Learn to compute the weighted average cost of capital (WACC) by combining post-tax cost of debt and cost of equity using CAPM, risk-free rate, beta, and market risk premium.

Learn how to value a company by computing net present value and internal rate of return, including terminal value, discounting cash flows, and using Excel.

Learn how valuation multiples such as price-to-earnings and ev/ebitda help estimate equity value and enterprise value using eps, pat, and sector multiples.

Compute terminal value using the ev/ebitda multiple within enterprise value, discount free cash flow with wacc, and apply 2027 ebitda projections.

Apply your finance knowledge in Excel by using powerful functions, data analysis, and automation to accelerate financial calculations and reinforce lessons on financial statements, valuation, and key finance principles.

Learn how to start Microsoft Excel by opening a new workbook, or opening an existing file, using the Office button and the new blank workbook option.

Explore the structure of a Microsoft Excel workbook, including cells and worksheets, the home, insert, data, formulas, review, and view tabs, and essential features like charts and freeze panes.

Enter text and numbers in Excel, format cells as numbers or dates, apply decimals and commas, use autofill for sequences, and track count, sum, and average.

Format your Excel data by applying borders, bold headers, and colors; use conditional formatting, auto-fit columns, and Format Painter, then rename, hide, unhide, delete sheets, and color tabs for clarity.

Master practical Excel basics like copy and paste, cut and paste, merging cells, borders, and tables, plus comments, find and replace, and data validation with drop-down lists.

Learn how to perform basic numerical formulae in Excel, including addition, subtraction, multiplication, and division. Compute quarterly and yearly sales, costs, profit, and profit margin with copy-paste formulas.

Learn to use Excel formulas for profit modeling, including multiply and sum product, and fix constants with dollar referencing and F4, exploring single and double dollar referencing across quarters.

Learn to use paste special in excel to copy values, formats, and comments, perform operations with multiply, divide, add, and subtract, and transpose data, while tracing dependents and precedents.

Learn to analyze quarterly sales data from 2016–2021 in Excel by calculating count, average, median, max, min, annual sales, year-on-year growth, and CAGR using practical formulas.

Explore Excel date functions like today, weekday, and workday to generate and format dates, and compute days between dates.

Learn to use Excel logical functions including and, or, not, if, and iferror, with a quarterly sales dataset, demonstrating conditional checks and error handling.

Explore how to use countif, countifs, sumif, sumifs, and nested ifs in Excel to analyze quarterly sales data from 2016 to 2021, including practical examples and evaluation techniques.

Sort and filter large tabular data in Excel, using multi-level sorting and numerical filters. Freeze headers, convert to tables, and view data side by side with window and split tools.

Learn to use excel lookup functions—vlookup, hlookup, index and match, and choose—to fetch sales, ebitda, and profit after tax from vertical and horizontal data for scenario analysis.

Master pivot tables and subtotals in Excel to summarize quarterly data by year and company, computing sales, EBITDA, and profit after tax totals and averages.

Learn to compute loan EMIs with the PMT formula and explore scenario analysis using goal seek and what-if analysis to optimize house financing.

Use data tables to perform two-variable scenario analyses, linking the EMI formula and applying what-if analysis to explore house value, loan tenor, and interest rate impacts.

Understand circular references in Excel with iterative calculation and error checks, and automate tasks by recording macros and using goal seek in a macro-enabled workbook.

Learn to create and format Excel charts—bar, line, pie, donut, stacked, 100% stacked, and scatter—using data labels and axis titles to read large datasets effectively.

Develop a strong foundation in finance and Excel, analyze financial data, apply these skills in real world scenarios, and explore building complete financial models from scratch with financial modeling bootcamp.