Advanced Excel Techniques for Financial
Course Description
The Advanced Excel Techniques for Financial Analysis course is designed to equip finance professionals with advanced Excel skills to perform complex financial analyses, build robust financial models, and automate key processes. This course covers powerful Excel functions, tools, and techniques that are essential for analyzing financial data, forecasting, and decision-making.
Participants will learn advanced formulas, data manipulation techniques, and dynamic reporting methods. Key topics include creating financial models, using pivot tables for in-depth analysis, mastering Excel’s lookup functions (e.g., VLOOKUP, HLOOKUP, INDEX, MATCH), and implementing macros to automate repetitive tasks. The course will also cover techniques for sensitivity analysis, financial forecasting, and creating interactive dashboards for presenting financial insights.
By the end of the course, participants will have the skills to confidently use Excel for sophisticated financial analysis, enabling them to optimize financial decision-making and reporting processes.
Key Topics:
- Advanced Excel formulas and functions for financial analysis
- Building financial models and performing what-if analysis
- Pivot tables, charts, and data visualization techniques
- Lookup functions (VLOOKUP, HLOOKUP, INDEX, MATCH)
- Financial forecasting and sensitivity analysis
- Automating tasks using macros and VBA
- Creating interactive dashboards for financial reporting
This course is ideal for financial analysts, accountants, business professionals, and anyone looking to deepen their Excel expertise for financial analysis. A basic understanding of Excel is required.
Course Curriculum

Lucas Hale
InstructorI am a web developer with a vast array of knowledge in many different front end and back end languages, responsive frameworks, databases, and best code practices