Udemy
    •  
    •  
    •  
    •  
    •  
    •  
    •  
    •  
Turn what you know into an opportunity and reach millions around the world.
Learn More
Your cart is empty.
Keep shopping
Microsoft Excel for Financial Analyst Career
Rating: 4.2 out of 5(105 ratings)
2,281 students

Microsoft Excel for Financial Analyst Career

Everything you need from Excel to start working in finance
Created byHrvoje Pavisic
Last updated 12/2017
English

What you'll learn

  • 1. Creating spreadsheets and effectively navigating through them.
  • 2. Managing large data reports using PivotTable tool and Filtering options.
  • 3. Become Guru in using Excel most popular functions such as VLOOKUP, SUMIFS and many others.
  • 4. Become competent to work in financial industry.

Course content

1 section22 lectures44m total length
  • Introduction0:44

    Quick introduction before 1st lecture.

  • Fundamentals 13:23

    In this lecture you will learn how to format cells and how to navigate through the sheet. You can just open blank excel sheet and work in it.

  • Fundamentals 21:48

    In this lecture you will learn how to manipulate with the sheet - adding new sheet, moving, copying, etc.

  • Navigation through the tables2:21

    In this lecture you will learn how to quickly move around the sheet using keyboard shortcuts. It will save you a lot of time while working on daily tasks. 

  • Insert objects1:26

    In this lecture you will learn how to insert various objects into Excel. Usually, on the job you will have to insert some kind of justification emails. 

  • Copy/Paste1:38

    In this lecture you will learn how to use various pasting options. This is essential function in Excel and you will learn useful tricks how to use it more effectively.

  • Remove duplicates1:26

    When working with large set of data, this function will be very useful for creating lists with unique values.  

  • Filter data2:23

    In this lecture you will learn how to filter large set of data to get only values you need.

  • Sort data1:21

    This lecture shows you how to sort data in alphabetic order and from smallest to largest number.

  • Formulas fundamentals2:13

    With this lecture we will start with formulas. For the beginning just couple of fundamentals information about formulas. In the later lectures we will move to more complex formulas. 

  • Change signs in front of numbers1:47

    Here we will go through basic task you will need to perform working as Accounting analyst. You will learn how to change amounts from debit to credit side.

  • Sum amounts1:25

    In this lecture you will learn how to create formula that sum amounts. 

  • Average value0:56

    This lecture will teach you how to find average value from list of amounts. In the reporting tasks you will often perform this function to find average value of sales, revenue, profit, etc. 

  • Link cells1:26

    This lecture will explain you how and why to link cells in the report you will do on your job.

  • Concatenate2:50

    This lecture will teach you how to connect two cells into one, using two different methods. 

  • Round numbers1:41

    This video will show you how to round numbers to specific number of decimals. When you will be uploading your calculation to some Oracle or SAP system, you will need to round the numbers in order to make it work. In this short video you will teach the most easiest way how to round numbers.

  • Left-right function2:11

    Left or Right function is used when you want to extract part of the characters in the cell starting from left or right.  

  • If function3:27

    With this lecture we will move to a little bit more complex functions. Function IF is used when you want to give some condition, and then based on the result you can choose which actions will happen. 

  • Sum If function2:09

    This lecture is about using Sum If function. This function will sum amounts based on single criteria.

  • Sum Ifs function1:51

    Sum Ifs functions will sum amounts based in multiple criteria's. In the excel sheet you have real life example of what could be asked from you on the real job.

  • Vlookup function2:31

    This lecture will teach you how to use one of the mostly used functions - Vlookup. 

  • Pivot tables3:14

    Pivot tables are used when you want to manipulate with large set of data and in this lecture you will get knowledge how to create and use pivot tables.

Requirements

  • Be able to use a PC at a beginner level.
  • To have MS Excel (ideally 2016 version). All exercises can be performed on MS Excel 2010 and newer.

Description

Enrolling this course, you will learn everything you need to know in MS Excel in order to start your career in Financial Industry. As your instructor I will use years of experience in Financial analysis in Excel to guide you step by step to the point where you will be able to execute tasks that are common to Financial industry.

Course starts with some basics functionalities to become familiar with Excel surroundings and with that knowledge you will be able to perform more complex topics. Also, you will be able to learn on real-life examples from Financial Analyst jobs.

After completion of this course you will become competitive for any job in Finance industry and be able to solve all tasks with confidence. Most important topics that you will be able to execute after completion:

  • Creating spreadsheets and effectively navigating through them
  • Managing large data reports using Pivot Table tool and Filtering options
  • Become Guru in using Excel most popular functions such as VLOOKUP, SUMIFS and many others
  • Become competent for any Finance job

All exercises are up to 3 minutes long, so in case you need to revise some function you can find it very easily.

Who this course is for:

  • If you are starting to work as Financial or Accounting analyst.
  • If you are looking for the job in the Financial industry this course is great starting point for you.
  • If you are looking to improve your Excel skills to be more effective on any job which require Excel knowledge.
  • If you never used Excel before and you need to master it in a very short time.