Mastering Excel for Finance

The Mastering Excel for Finance is designed to transform you into an Excel power user specifically within the world of finance. Whether you want to streamline financial analysis, create dynamic reports, or build sophisticated models, this course provides hands-on training and practical skills to elevate your expertise. Dive in to learn advanced formulas, data visualization techniques, and automation strategies that will not only save you time but also enhance the accuracy and impact of your financial insights.

Next Live Workshop Dates

Workshop: Formulas for Finance

Master key Excel functions for lookups, aggregation, conditional logic and financial calculations

Workshop: Dynamic P&L Analytics With Pivot Tables

Develop the ability to produce dynamic and automated P&L reporting, reducing manual effort and improving reporting accuracy.

Workshop: Power Query and the Data Model – Consolidation and Reporting

Learn to automate the extraction, transformation and loading of files from multiple sources while harnessing the power of the data model.

Workshop: Data Visualisation & AI Automation

Produce interactive visuals, automate processes and utilize AI functionality to enhance your workflow.

Course Testimonials

Thank you for an engaging session Richard. You have provided useful shortcuts and explained concepts in very simple and accessible way. I will be doing all the exercises after this session

This was very informative! Nice to see the live demonstrations too

Course Overview

What we Cover:

Excel Formulas, Excel Charting, Excel Automation with VBA, Pivot Tables, Power Query, Power Pivot, Copilot, Management Reporting

The Challenges:

Leveraging automation and AI solutions, working inefficiently, handling large datasets, creating tailored reports.

The Barriers:

Identifying affordable tech solutions, small budgets, isolated data sources, software integration issues, resistance to new tools, lack of tech proficiency.

Learning Outcomes:

After this course you will know how to ingest data in Power Query and create a sequence of queries to shape and clean data (without writing any code!) and embed logic for currency conversion.

Business Benefits:

Increased Operational Efficiency, Strategic Insights, Cost Savings, Employee Retention

Course Facilitator

Richard Nero

Finance Systems Consultant & Excel Trainer

Unlock transformative efficiency with an expert in data, systems, and automation. With hands-on experience at FTSE giants like Royal Mail and M&S, and credentials in computer science and an executive MBA, Richard excels in Excel, VBA, PowerAutomate, SQL, and Python, maximizing accuracy and minimizing risk.

Prerequisites: No Prerequisite knowledge is required to be successful in this course

Advanced Preparation: No advanced preparation is required

Program Level: Basic

Delivery Method: Group Live

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