Advanced Excel for Accounting and Finance Professionals

Advanced Financial Functions and Formulas

• Financial functions (PV, FV, NPV, IRR, XNPV, XIRR)
• Lookup and reference functions (VLOOKUP, HLOOKUP, INDEX-MATCH)
• Logical and conditional functions (IF, AND, OR, SUMIF, COUNTIF)

Data Analysis and Reporting Techniques

• PivotTables and PivotCharts for financial reporting
• Data validation and conditional formatting for accuracy
• Power Query for data import and transformation
• What-If Analysis (Scenario Manager, Goal Seek, Data Tables)

Automation and Macros for Efficiency

• Introduction to Macros and VBA for accounting tasks
• Automating repetitive tasks with recorded Macros
• Creating financial dashboards with dynamic charts
• Protecting and securing financial models in Excel

FOR WHOM
Accounting and Finance Professionals

1ST BATCH: Tuesday, April 7, 2026 — Friday, April 10, 2026.

2ND BATCH: Tuesday, July 28, 2026 — Friday, July 31, 2026.

3RD BATCH: Tuesday, November 24, 2026 — Friday, November 27, 2026.

The training methodology integrates lectures, interactive discussions, collaborative group exercises, and
illustrative examples. Participants will acquire a blend of theoretical insights and hands-on practical
experience, emphasizing the application of learned techniques. This approach ensures that attendees return
to their professional environments equipped with both the competence and self-assurance to effectively
implement the acquired skills in their responsibilities.