Excel for Finance
Excel for Finance
What you’ll learn
Skills you’ll gain
Microsoft Excel can seem complex and overwhelming, but the happy news is that most of what you need in the spreadsheet world regarding finance-related jobs can be quickly learned. In this course, former CFO and Rockstar Excel founder Steve Friedman uses his decades of Excel experience to show you how easily the tool can analyze and plan your company’s or employer's finances. Steve focuses on methods that are simple to implement and tackle a large amount of work with little effort. He gives you the nails to build a strong Excel foundation by laying down the basic building blocks. Steve then walks you through simple-yet-powerful tools. Tools with complicated and menacing names will morph into marshmallows by the end of course: you’ll think of XLOOKUP, Pivot Tables, and SUMIF as puffy desert fare. Finally, he guides you on best practices, troubleshooting, and the mental aspects of using Excel. Upon completion of this course, you’ll be able to quickly create complex spreadsheets concerning cash and financial forecasts, and automatically track expenses, income, inventory, employees, time, and more.
Syllabus
Download syllabus-
1
Absolute and relative references Mastering absolute and relative references is one of the most important steps to mastering Excel. 4m
-
2
Using references to build spreadsheets Absolute and relative references can be used to build large, complex spreadsheets very quickly. 3m
-
3
Financial functions Excel has built-in functionality around many financial instruments, which automates calculations surrounding them. 6m
-
4
Date functions The way Excel handles dates can be confusing, but there are a few effective tricks you can use to work with them with ease. 3m
-
5
Using XLOOKUP XLOOKUP is one of the most powerful tools in Excel. 3m
-
6
Using VLOOKUP VLOOKUP is the older version of XLOOKUP, and although XLOOKUP is generally superior, VLOOKUP is far more commonly used. 4m
-
7
Pivot tables Pivot tables are an Excel tool to summarize data rapidly. 5m
-
1
COUNTIF and SUMIF COUNTIF and SUMIF are formulas to count or add up values that meet specific criteria. 2m
-
2
COUNTIFS and SUMIFS COUNTIFS and SUMIFS allow you to count or add up values with more specificity. 3m
-
3
SUMIF(S) for finance SUMIF is especially useful for finance, as it allows you to automate the process of adding up costs or revenues by category. 4m
-
4
Building a cash forecast One of the most vital tasks for a financial analyst is ensuring there will be enough operating cash going forward. 4m
-
5
Forecasting financial health Financial analysts often project a business's revenue, income, and overall financials. 4m
-
6
Filters for finance Using Excel filters will cut down the time you spend looking for specific pieces of financial data. 4m
-
1
Excel best practices Excel offers a ton of tools and formulas, but many of them can be touchy, cause problems, or break your spreadsheets. 4m
-
2
Common problems and troubleshooting Sometimes things go wrong in Excel, so it's important to course correct when needed. 3m
-
1
Begin your Excel journey Thank you for watching this course! 1m
Certificate
Certificate of Completion
Awarded upon successful completion of the course.
Instructor
Steve Friedman
Steve Friedman is the founder and chief Instructor of Rockstar Excel, where he builds custom spreadsheets for corporate clients and teaches the "Excel Made Easy" course. Prior to launching Rockstar Excel, he was controller/CFO of Heal, which pioneered digitally-enabled doctor house calls on demand; controller of Tax Credit Co, which served clients such as Verizon, AutoZone, and Panda Express; and controller at the advertising agency Radarworks. Steve has a BA from Georgetown University, where he was awarded the top honor for economics students, the Phoenix Medal. He loves showing people how Excel can make their lives easier.
Steve Friedman
Founder and Chief Instructor at Rockstar Excel
Accreditations
Link to awards
How GoSkills helped Chris
I got the promotion largely because of the skills I could develop, thanks to the GoSkills courses I took. I set aside at least 30 minutes daily to invest in myself and my professional growth. Seeing how much this has helped me become a more efficient employee is a big motivation.
