Advanced Excel for Accounting and Finance Professionals

Objectives

• Develop proficiency in advanced Excel functions relevant to accounting and finance.
• Enhance financial data analysis, reporting, and decision-making capabilities.
• Automate and streamline accounting processes using Excel tools.

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

Methodology
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.

DATE:

1ST BATCH:        7th – 10th Apr, 2026       

2ND BATCH:       28th – 31st Jul, 2026 

3RD BATCH:       24th – 27th Nov, 2026