Mastering Excel for Finance

Zoe Allen · October 4, 2024

Next Live Workshop Dates

Workshop: Formulas for Finance

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

đź“… Monday, 11 November 2024

Field of Study: Basic Finance 2 CPE Credits (2 CPD Hours)

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.

đź“… Monday, 18 November 2024

Field of Study: Basic Finance 2 CPE Credits (2 CPD Hours)

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.

đź“… Thursday, 21 November 2024

Field of Study: Basic Finance 2 CPE Credits (2 CPD Hours)

Workshop: Data Visualisation & AI Automation

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

đź“… Monday, 25 November 2024

Field of Study: Basic Finance 2 CPE Credits (2 CPD Hours)


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 Facilitators

Richard Niro

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 Internet


Module Content

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About Instructor

Zoe Allen

46 Modules

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Module Includes

  • 1 Topic
  • 1 Lesson