About the course

Microsoft Excel for Finance & Accounting: From Basics to 3-Statement Model

Whether you are a student preparing to enter the finance world, a business owner managing numbers, or a finance professional improving Excel expertise — this course is your roadmap to mastering Microsoft Excel for finance and accounting.

We begin with Excel fundamentals and move through advanced tools, finishing with a fully linked 3-statement model (Income Statement, Balance Sheet, Cash Flow Statement). Along the way, you will create ledgers, trial balances, and PivotTable-driven statements while learning how Excel becomes a strategic tool for accounting, analysis, and decision-making.

What You Will Learn

Excel Core Skills

• Navigate Excel: workbooks, worksheets, ranges, tables

• Use shortcuts and professional formatting

• Structure workbooks for reporting and analysis

Essential & Advanced Functions

• Core: SUM, AVERAGE, IF, ROUND, ROUNDDOWN, VLOOKUP, XLOOKUP, INDEX, MATCH

• Finance: PMT, FV, PV, RATE, NPV, IRR, MIRR, XNPV, XIRR

• Data prep: TEXT, DATE, CONCAT, LEFT, RIGHT, MID

• Automate tasks with logical and lookup functions

Finance & Accounting Applications

• Build ledgers and trial balances

• Create PivotTable-based Income Statements, Balance Sheets, Cash Flow Statements

• Develop dashboards with slicers, sparklines, and conditional formatting

• Calculate amortization, interest, depreciation, discounted cash flows

Data Analytics & Decision Tools

• Summarize data with PivotTables and PivotCharts

• Sensitivity analysis with Goal Seek, Scenario Manager, Data Tables

• Regression analysis for forecasting and trends

• Error-proof spreadsheets with conditional logic and error handling

3-Statement Model

• Understand the structure of financial statements

• Link Income Statement, Balance Sheet, and Cash Flow into one model

• Build a 3-statement model step by step

Why Take This Course

Excel is the universal language of finance and accounting. Whether your goal is financial analysis, accounting, consulting, auditing, or entrepreneurship, mastering Excel is essential.

This course provides:

• Real-world finance and accounting examples

• Downloadable templates and practice files

• Step-by-step guidance on not just how to use Excel, but why

You will move beyond using Excel as a calculator and start using it as a structured engine for analysis and decision-making.

Who This Course Is For

• Students preparing for finance and accounting careers

• Accounting professionals handling ledgers, trial balances, reporting

• Finance professionals and analysts building models

• Business owners forecasting costs, revenue, and growth

• Beginners to intermediate users ready to advance

No prior Excel experience is required — just willingness to learn.

Materials & Resources Included

• Excel templates for each lesson

• Financial datasets and case studies

• Step-by-step practice files

• A complete 3-statement model built in class

• Pre-built dashboards, PivotTables, and reports

By the End of This Course You Will Have

• Command of advanced Excel for finance and accounting

• Ability to create ledgers, trial balances, and financial statements

• A completed 3-statement model linking all key reports

• Job-ready skills in data analytics and structured analysis

• A collection of templates and models for study, work, or business

This course is your step-by-step path to mastering Excel for finance and accounting, with the capstone of confidently building and interpreting a 3-statement model.