Fundamental Excel Skills for Accountants and Finance Staff

Learn the core fundamental Excel skills every Accountant or Finance Professional should have
Free tutorial
Rating: 4.4 out of 5 (269 ratings)
5,181 students
2hr of on-demand video
English [Auto]

You will learn the most essential Excel Skills for Accounting and Financial Professionals - Skills that will enhance you career
Logical tests and IF statements
Sum with conditions (SUMIF SUMIFS)
Tables for efficiency
Pivot tables
Dynamic Arrays


  • You must have a basic level of Excel.
  • This course has been recorded using Excel 365. XLOOKUP and Dynamic Arrays are only available in Excel 365. However the rest of this course works in Excel 2016 and later


Are you an Accountant or an aspiring Accountant?  Do you work in Finance?  Do you want to ensure you are equipped with the core fundamental Excel skills that every accountant or financial professional should have? well if so this course has been designed for you.

Excel is the tool of choice for most accountants, and having great Excel Skills can make a massive difference in your career prospects.  However many are lacking the core fundamental skills Excel required to use the tool efficiently. 

This course has been designed and developed by an accountant and focuses on the core Excel skills needed in the industry.  Some of these skills are at a basic level, however, some of them are at an advanced level. Each of the topics covered in this course is a core skill for the job and knowing some of the newer features of Excel 365 will put you ahead of the curve.

This course is a short course and a basic knowledge of Excel is required.  In this course, you will find workbooks to download so you can practice along and you will also find some activities to complete.

The topics covered in this course are

  1. Logical tests and IF statements.

  2. Lookup Formulas

  3. Summing with criteria

  4. Working with tables

  5. Pivot tables

  6. Dynamic arrays

Who this course is for:

  • Bookkeepers and Trainee Bookkeepers
  • Accountants and Trainee Accountants (CPA, ACCA, CIMA, CA)
  • Finance Staff and Financial Professionals


Microsoft MVP, CPA Accountant, & Life Long Learner
Paula Guilfoyle CPA & MVP
  • 4.3 Instructor Rating
  • 10,944 Reviews
  • 125,272 Students
  • 25 Courses

Paula is a qualified CPA with over 15 years' experience in the fields of Accountancy, Business Management, Process improvement, Internal Audit, Group accountant, Operations Management and Training. All across a broad range of industries and sectors.  Paula has been Key Speaker at many Accounting Events where her talks on Excel are received very positively. Taken from her experiences in Accounting and business fields, Paula also has Udemy courses for those wishing to upskill, especially in the area of Spreadsheets, Bookkeeping and Accounting.

In 2020 Paula was awarded with a Microsoft MVP award for her dedication to Excel and the Excel community.

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