Introduction to Excel for Finance and Accounting

Learn how professionals use Excel in the fields of Finance and Accounting by completing FOUR mini-projects
New
Rating: 4.3 out of 5 (20 ratings)
1,263 students
Introduction to Excel for Finance and Accounting
New
Rating: 4.3 out of 5 (20 ratings)
1,265 students
Excel for Finance and Accounting
Bank Reconciliation
Fixed Asset Register Reconciliation
Trade Receivables Ageing
Sales Analytics

Requirements

  • Access to Microsoft Excel
  • Basic Accounting Literacy

Description

If you are about to enter a role anywhere between accounting and finance, there’s a high chance you’ll probably face the challenge of preparing various Excel files. It would be great if you have an idea of how we use Excel in the fields of finance and accounting.


And this is the course to introduce to the main concepts of Excel that are applicable to these fields!

You will start with the main Excel functions, go over the most important shortcuts, and build four mini-projects that accountants and financial analysts prepare in their daily job!


What you’ll get out of this course?

Introduction to Excel for Finance and Accounting course will guide you through the most common functions and shortcuts used by people in the fields of accounting and finance and show you the practical process of creating working files in Excel, step by step. We will define a clear structure and build four mini-projects, which you can reuse over and over again. I will help you understand the main principles that finance and accounting professionals use in their daily work.

I will show you some ways to tremendously improve your productivity by employing shortcuts and standardizing your workflow.

After you take the Introduction to Excel for Finance and Accounting course, you will have a solid understanding of how Excel formulas and principles are applied within the fields of Finance and Accounting.


What should you know to take the course?

It is possible to follow along and learn a lot from the course, even without basic accounting and Excel knowledge, as I will go over the concepts and provide thorough explanations.


Who is this course for?

I made the Introduction to Excel for Finance and Accounting course to serve as a practical guide on how the concepts are applied in the field. The course is most suitable for:

· Junior finance and accounting professionals;

· Business owners and entrepreneurs who want to know more about their figures;

· Students in Finance and Accounting majors who wish to get a head start.

I hope you are ready to upgrade yourself, learn how Excel formulas and principles are used in Finance and Accounting and propel in your career!


Are you excited to start?

Then enroll in the course, and I’ll see you in class!

Who this course is for:

  • Junior finance and accounting professionals
  • Business owners and entrepreneurs who want to know more about their figures
  • Students in Finance and Accounting majors who wish to get a head start

Course content

7 sections • 16 lectures • 1h 32m total length
  • Introduction to the Course
    01:42
  • Download Resources
    00:21
  • Excel Functions
    07:12
  • Excel Shortcuts
    04:13
  • Install the Magnimetrics Add-In
    01:16

Instructor

FCCA, FMVA
Dobromir Dikov
  • 4.3 Instructor Rating
  • 48 Reviews
  • 1,377 Students
  • 2 Courses

For the past ten years, I have been working in the fields of audit, management accounting, financial modeling, budgeting, and reporting. I am excited about delving deep into the specifics of various industries and identifying the best solutions for clients.

The best part about my career has been the opportunity to share my knowledge and pass it on to colleagues and friends. I love creating video tutorials, doing one-on-one coaching, and organizing training sessions for businesses.

In my spare time, I am into video compositing and writing. The time offline I prefer to spend hanging out with friends, hiking, skiing, or reading a nice fantasy book.