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

Name: Finance & Excel for Beginners: Analyst Skills for Jobs & MBA
Rating: 4.6 (105 reviews)

Learn Finance Fundamentals & Microsoft Excel step-by-step to think like a Financial Analyst — no prior experience needed

Created byAmey K

Last updated 12/2025

English

What you'll learn

Understand core finance concepts used by financial analysts
Read and analyze income statements, balance sheets, and cash flows
Apply time value of money, NPV, IRR, and DCF concepts
Learn working capital and cost of capital fundamentals
Use Excel confidently for financial analysis from scratch
Apply formulas, lookup functions, pivot tables, and charts
Analyze real financial data using Excel tools
Build a strong foundation for financial modeling and valuation
Make better personal and professional financial decisions using Excel

Course content

6 sections • 34 lectures • 5h 59m total length

Introduction2:19
How is this course structured?3:20

Understanding and analysing the income statement13:27
Important message about Udemy Reviews1:56
Reading and analysing a Balance Sheet8:27
Understanding and evaluating a cash flow statement8:16
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.
Basics of working capital of a business12:56
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.
Time value of money and Discounted Cash Flow Valuation7:34
Concept of Enterprise Value, Free Cash flows (FCFE,FCFF)7:42
Calculating a company's weighted average cost of capital (WACC)14:08
Net present value of cash flows (NPV) and internal rate of return (IRR)8:00
Concept of valuation multiples5:50
Concept of Terminal value and Using EV EBITDA multiple to compute it3:20
Applying finance concepts using excel1:05
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.

Opening a fresh excel sheet1:50
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.
Understanding the Structure of an excel sheet2:58
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.
Entering data in excel and data formats in excel9:02
Formatting data in an excel sheet10:02
Learn to copy and paste, use data validation and insert comments19:09

Learn basic numerical formulae5:27
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 more numerical formulae in Excel !7:08
Learn to use Paste Special and Trace Dependents and Precedents in an excel sheet10:44
Learn to compute growth rates, average, median, maximums and minimums of data13:04
Use Date related functions in excel7:26
Explore Excel date functions like today, weekday, and workday to generate and format dates, and compute days between dates.
Learn to use functions that perform Logical Operations13:47
Learn More Logical functions in Excel !24:07
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.
Tabulate data, sort, filter and analyse large amounts of data17:13

Learn to use Lookup functions in excel25:36
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.
Use Pivot Tables in Excel and the Subtotal function18:35
Compute EMI for your loan; Perform scenario analysis using What If & Goal Seek12:44
Use Data Tables to perform Scenario analyses6:27
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.
Use macros for repetitive tasks; Build linked excels with circular references14:08
Create charts to easily read and analyse large volumes of data40:02
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.

Requirements

No prerequisites! Just bring your interest to learn, and you’ll be good to go. We start from scratch and I'll guide you step by step.

Description

Start Your Analyst Journey: Finance & Excel for Beginners

This Finance & Excel course for beginners is designed to help you build the essential skills required for a career in financial analysis. If you are preparing for jobs, internships, or an MBA—and have little or no background in finance or Excel—this course provides a clear, structured starting point.

You will learn finance fundamentals such as financial statements, valuation basics, and time value of money, while simultaneously building strong Excel skills used by finance professionals in real-world scenarios.

What You’ll Learn

Finance fundamentals made simple — income statements, balance sheets, cash flows, and valuation basics explained step‑by‑step.
Excel for finance mastery — formulas, charts, pivot tables, and real‑world datasets to sharpen your skills.
Time value of money in action — calculate NPV, IRR, and valuation multiples directly in Excel.
Get ready to learn modelling — gain the essential skills every analyst needs before moving into learning financial modelling.

Who This Course Is For

Students and professionals preparing for finance roles, internships, or MBA programs.
Beginners with no prior background in finance or Excel.
Non‑finance professionals who want to understand financials and make smarter decisions.
Anyone eager to build confidence in finance through simple, structured learning.

Why Take This Course

No jargon, no fluff — just practical, job‑ready skills that help you think like an analyst.
Learn by doing — with real examples, datasets, and guided walkthroughs.
Build your foundation — the skills that power every successful career in finance.

Start your finance journey today — and gain the confidence and capabilities that set you apart

Who this course is for:

Aspiring Financial Analysts – looking to build a strong base in Finance & Excel
Students planning an MBA - and wanting a solid foundation before starting
Finance Beginners – with basic or no finance background, wanting to understand core concepts
Non-finance Professionals – wanting to get started into Finance
"NOT" for seasoned finance professionals

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

What you'll learn

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Course content

Introduction2 lectures • 6min

Get going with Concepts of Finance !12 lectures • 1hr 33min

Excel for 1st time users (this section is for you if you have never used Excel)5 lectures • 43min

Get started with Excel Essentials8 lectures • 1hr 39min

Unleash Ultimate Excel Power !6 lectures • 1hr 58min

Concluding Remarks and Next steps1 lecture • 1min

Requirements

Description

Who this course is for: