Excel for Finance Professionals

Course summary
1 day
Corporate Training for Teams
STL courses

Excel for Finance Professionals

Courses never cancelled. Last minute rescheduling. 24 month delegate support forum. And more... Gain best practice techniques in pulling financial information into Excel, common pitfalls to avoid when using key financial functions and some useful presentation tips. The opportunity to use example financial statements such as cashflows and look at common size statements.; ; You may also be interested in our VBA courses.

Suitability - Who should attend?

Excel users from finance-related roles looking to extend their knowledge of Excel in a financially driven context.

This course is a part of a wider portfolio of our Excel courses London.

Training Course Content

Setting up a Financial Worksheet

Layouts of input cells and formulas
Tracing formula precedents, dependents, and errors
Common mistakes to avoid

Conditional formatting to analyse data

Highlighting alternative row/columns of data
Highlight mistakes / errors / omissions / repetitions
Using conditional formatting to create simple and effective dashboards

Working with data

Importing data; formats, field labels,
web query options (stock info)
Use TYPE to identify data type of existing cell contents
Text functions; FIND, MID,
TRIM excess space in cells
Use lookup functions to retrieve and compare data

Cashflow spreadsheets

Income and Expenditure tracking table
Create a Pivot Table
Using the Pivot Table with filters to analyse cashflow
Using a Pivot Chart to track cashflow

Financial functions

Considerations such as:
- When to use XIRR and XNPV
- Function with cashflows
- Assumptions to avoid
- APR vs APY

Reviewing financial statements

Example balance sheets, income statements, cashflow
statements and shareholders equity
Benefits of using common size statements for comparisons
Setting up common size statements; balance sheets and income
Defining key ratios to compare and updating changes


Prices from £1484. Promotional rates often available the further ahead you book. Contact us for quote.

Provider: STL

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Greater London
STL, 2nd Floor, Cruising Association House
E14 8BT 1 Northey Street

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