Excel for Accounting & Finance: Fundamentals Masterclass
What you'll learn
- Basics like cells, rows, and columns
- Adding/deleting rows and columns
- Cell formats
- Basic Mathematical functions
- Keyboard shortcuts
- Data cleaning
- Data analysis
- Dashboards
- Learn everything you need to start working on Excel!
Requirements
- Microsoft Excel 2016, or any other version
Description
Microsoft Excel is one of the most essential tools in the accounting and finance world. Whether you're preparing financial reports, analyzing budgets, or managing business data, Excel is the foundation that supports every financial professional’s workflow.
This course is the starting point of our 4-part Excel Specialization designed specifically for accounting and finance professionals. In this first module, you’ll build a strong foundation in Excel — from the absolute basics to the key tools that every accountant, analyst, and finance professional needs.
You’ll not only learn how to use Excel but how to think in Excel — gaining confidence in using formulas, functions, formatting tools, and data handling techniques that are directly relevant to real-world financial tasks.
What You Will Learn
Understand the Excel interface and build comfort with key tools and navigation
Learn and apply essential formulas and functions used in accounting and finance
Organize, clean, and analyze data using filtering, sorting, and formatting techniques
Create structured spreadsheets for financial tracking, reporting, and analysis
Build a strong Excel foundation to prepare for advanced topics like financial modeling and automation (covered in later modules)
Why This Course Is Right for You
Designed for accounting, finance, and business professionals — no fluff, just relevant tools
Step-by-step instruction with real-world financial examples
Focuses on the actual Excel skills used daily by accountants, analysts, and managers
Taught by a Chartered Accountant and former PwC professional with 100,000+ students worldwide
Who Should Enroll
Accounting and finance students or graduates preparing for the workplace
Professionals looking to sharpen their Excel skills for financial roles
Entrepreneurs and small business owners managing their own finances
Anyone aiming to build a career in finance, accounting, or data analysis
Prerequisites
No prior Excel experience required. This course is beginner-friendly and builds up gradually.
30-Day Money-Back Guarantee
Your satisfaction is our priority. If the course doesn’t meet your expectations, you can request a full refund within 30 days—no questions asked.
Start Here — Build the Excel Skills That Power Your Finance Career
Join thousands of learners and begin your journey to Excel mastery. This course is your foundation — everything else in finance builds from here.
Who this course is for:
- Beginner level users of Excel who are looking for a solid foundation
- Students, business owners, entrepreneurs and professionals
- Students with Zero knowledge of Excel
Featured review
Instructor
- 4.5 Instructor Rating
- 17,755 Reviews
- 294,495 Students
- 12 Courses
Chartered Accountant with 16 years experience in Accounting, Finance, and Business Intelligence.
I am a Chartered Accountant from ICAEW (Institute of Chartered Accountants of England and Wales) and a Chartered Certified Accountant from ACCA (Association of Chartered Certified Accountants in England) . I also have a Bachelors degree in Commerce.
I started my professional career with PwC as a Functional Consultant, later moved to at FTSE 100 FMCG as a Finance Manager, then working a General Manager developed an outsourcing hub 'Excelsious' for US and UK accounting firms, and finally cofounded Receipt Bot - an accounting automation company which is automating some tedious aspects of Accounting for clients from 21 countries.
Right from the beginning of my career, my role has been to improve the Accounting and Reporting systems. From automating data entry and bookkeeping to the preparation of interactive business analysis dashboards for the senior management, I have led multiple assignments.
Over my professional career of 16 years, I have been teaching several programs of Accounting and BI at some reputed institutes. Over this time, I have trained 20,000+ students from 50+ countries.
I am absolutely delighted to share my skills and experience with you on the Udemy platform!