Excel for FP&A Course

Description

Elevate your FP&A expertise with this targeted Excel course. Master essential formulas, functions, data analysis, and financial modeling techniques designed to optimize your planning and analysis processes.

Benefits

• Real world Excel file for assignments

• Weekly assignments and feedback

• PDF containing summary of Excel shortcuts and functions

• Certificate on completion

This course is your gateway to FP&A proficiency in Excel. You will learn:

• Advanced formulas and functions for financial calculations

• Data manipulation, cleaning, and transformation

• PivotTables and data visualization for clear reporting

• Building dynamic financial models for forecasting and scenario planning

• Excel shortcuts and best practices tailored to FP&A

Topics Covered – 

• Data gathering and Compilation: Pivot, Sumif, Sumifs, Subtotal, Aggregate

• Formatting: Conditional Formatting, Table, Trace Precedents, Trace Dependents

• Data from other sources: Vlookup, Hlookup, Xlookup, Index Match

• Forecasting: Average, Forecast, Slope, Intercept

• Data Simulation: What-If, Scenario Manager, Goal Seek, Data Table

• Presentation: Charts, Graphs, Slicers

Training Objective – 

• Enhance Excel skills for FP&A professionals: Equip participants with advanced Excel skills, including formulas, functions, data analysis techniques, and financial modeling capabilities, specifically tailored to the needs of Financial Planning & Analysis roles.

• Improve efficiency and accuracy in FP&A tasks: Enable participants to perform FP&A tasks more efficiently and accurately by mastering data manipulation, cleaning, visualization, and the creation of dynamic financial models within the Excel environment.

• Develop practical skills for real-world FP&A applications: Provide hands-on experience through real-world Excel files, weekly assignments, and feedback, allowing participants to apply learned concepts to practical FP&A scenarios.

• Increase productivity and confidence in Excel: Enhance participants' overall proficiency in Excel by providing a comprehensive understanding of advanced formulas, functions, and best practices, boosting their confidence and productivity within the FP&A domain.

This program aims to provide a practical and in-depth Excel training experience, equipping participants with the essential skills to excel in their FP&A roles and contribute effectively to financial planning and analysis activities within their organizations.

Who can attend – Anyone with basic knowledge of MS Excel