Finance & Accounting

ADVANCED DATA ANALYTICS FOR FINANCIAL PROFESSIONALS

Public / Inhouse Virtual-Live

Duration5 Days

FormatPublic / Inhouse · Virtual-Live

LanguageEN

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Available Dates & Locations

Aug

Dates Aug 24 - 28, 2026

London
5 Days

Fee $5,950.00

Reserve Your Place

Aug

Dates Aug 24 - 28, 2026

Virtual Live
5 Days

Fee $3,750.00

Reserve Your Place

Overview

The program boosts Excel efficiency for finance professionals, starting with advanced formula usage and extending to mastering key functions, shortcuts, and data modeling techniques. Participants learn to navigate complex calculations and apply Excel to real-world financial scenarios, enhancing problem-solving and report generation skills. By course end, attendees will adeptly utilize Excel for robust financial analysis, ensuring precision and improved productivity in their financial roles.

Objectives

By completely attending this course, participants will be able to:

Customize Excel settings, ribbon, and quick access toolbar for optimal workflow efficiency.
Utilize advanced Excel formulas, functions, and shortcuts to streamline financial analysis and reporting.
Develop comprehensive financial models using dynamic tables, assumptions, and scenario analysis tools.
Design and implement interactive, informative charts and dynamic dashboards for insightful data visualization.
Apply data validation, error-checking, and macro automation to ensure accuracy and quality in reporting.
Integrate complex Excel techniques such as VBA, macros, and add-ins for advanced data manipulation and analysis.

Key Competencies

Advanced Formula Fundementals
Proffessionals Excel Skills
Advanced Excel Formulas
Financial Formulas in Excel
Model Construction Techniques
Financial Applications Using Excel
Reporting using Excel

Course Outline

ADVANCED FORMULA FUNDAMENTALS

Excel general settings
Excel formula settings
Excel advanced settings, customize ribbon, quick access toolbar
Excel add-ins
Combine formulas for efficiency

EXCEL FUNCTIONS & KEYBOARD SHORTCUTS

Navigating shortcuts
Selecting cells
Function keys
Function shortcuts
Formatting shortcuts
Editing shortcuts
ALT navigation key shortcut

PROFESSIONAL EXCEL SKILLS

Excel Tools
Custom formatting
Absolute references
Paste special
Conditional formatting
Forms & drop-down boxes

ADVANCED FORMULAS

IF, AND, OR statements
Nested IF, IFS
Look-Up Functions
Choose function
CONCATENATE/CONCAT
MATCH/INDEX
SUMIF, COUNTIF, SUMIFS, COUNTIFS
MIN, MAX, LARGE, SMALL
Date Functions and Time periods

FINANCIAL CALCULATIONS: APPLICATIONS

Present Value (PV), Future Value (FV), and Applications
Net Present Value (NPV)
Internal rate of return (IRR)
Flat Payment Schedule (PMT)
Using XNPV and XIRR

MODEL CONSTRUCTION TECHNIQUES

Data tables design
Assumptions and input variable rules
Check box data modeling
Spinner data
List box data modeling
Goal seek and solver
Sensitivity analysis

FINANCIAL APPLICATIONS USING EXCEL FORMULAS

Calculating Costs/Revenue
Calculating Working Capital
Depreciation (Straight line Depreciation and Declining Balance Depreciation)
Taxes (Current amd Deferred Taxes)
Equity (Dividends, Retained Earning)

EXCEL FOR REPORTING

Creating informative charts and graphs to represent financial data
Constructing interactive charts with basic form controls
Creating dynamic dashboards for financial reporting
Understanding macros and VBA for automated analysis and reporting
Data validation and error-checking techniques for quality control

Outline and competencies are indicative; the final agenda is tailored and confirmed with VIFM.

Who Should Attend

Business, ﬁnance and accounting professionals, senior and junior accountants, business analysts, research professionals, marketing and sales, administrative staﬀ, supervisors, general business professionals

Methodology

This is a hands-on course with about 20% on design and structure and 80% uses MS Excel as a commanding tool to perform routine and periodic tasks. Participants will engage in daily activities that include practical exercises, analytical case studies, and comprehensive project work.

Interested in this programme?

Reserve your place and our learning advisor will contact you.

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