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Udemy

Excel for Accounting & Finance: Fundamentals Masterclass

via Udemy

Overview

Module 1: Starting from zero, master Excel step by step. Learn functions, formulas, tips, tricks, and best practices.

What you'll learn:
  • Basics like cells, rows, and columns
  • Adding/deleting rows and columns
  • Cell formats
  • Basic Mathematical functions
  • Keyboard shortcuts
  • Data cleaning
  • Data analysis
  • Dashboards
  • Learn everything you need to start working on Excel!

Microsoft Excel is one of the most essential tools in the accounting and finance world. Whether you're preparing financial reports, analyzing budgets, or managing business data, Excel is the foundation that supports every financial professional’s workflow.

This course is the starting point of our 4-part Excel Specialization designed specifically for accounting and finance professionals. In this first module, you’ll build a strong foundation in Excel — from the absolute basics to the key tools that every accountant, analyst, and finance professional needs.

You’ll not only learn how to use Excel but how to think in Excel — gaining confidence in using formulas, functions, formatting tools, and data handling techniques that are directly relevant to real-world financial tasks.

What You Will Learn

  • Understand the Excel interface and build comfort with key tools and navigation

  • Learn and apply essential formulas and functions used in accounting and finance

  • Organize, clean, and analyze data using filtering, sorting, and formatting techniques

  • Create structured spreadsheets for financial tracking, reporting, and analysis

  • Build a strong Excel foundation to prepare for advanced topics like financial modeling and automation (covered in later modules)

Why This Course Is Right for You

  • Designed for accounting, finance, and business professionals — no fluff, just relevant tools

  • Step-by-step instruction with real-world financial examples

  • Focuses on the actual Excel skills used daily by accountants, analysts, and managers

  • Taught by a Chartered Accountant and former PwC professional with 100,000+ students worldwide

Who Should Enroll

  • Accounting and finance students or graduates preparing for the workplace

  • Professionals looking to sharpen their Excel skills for financial roles

  • Entrepreneurs and small business owners managing their own finances

  • Anyone aiming to build a career in finance, accounting, or data analysis

Prerequisites
No prior Excel experience required. This course is beginner-friendly and builds up gradually.

30-Day Money-Back Guarantee
Your satisfaction is our priority. If the course doesn’t meet your expectations, you can request a full refund within 30 days—no questions asked.

Start Here — Build the Excel Skills That Power Your Finance Career

Join thousands of learners and begin your journey to Excel mastery. This course is your foundation — everything else in finance builds from here.

Syllabus

  • Level 1: Getting to know Excel
  • Level 2: Cleaning data
  • Level 3: Transforming Data
  • Level 4: Compiling data
  • Level 5: Getting ready for Data Analysis
  • Writing formulas to Clean, transform, Compile, & Analyze Data with AI & ChatGPT
  • Level 6: Basic Data Analysis (Ad hoc Data Analysis)
  • Level 7: Data Analysis
  • Level 8: Preparing Dashboard
  • Advanced Data Analysis - Introduction and set up
  • Unlocking Advanced Calculations and Analytics
  • Putting ChatGPT to write DAX
  • DAX Part 2
  • DAX Measures - The Real Deal!
  • Time Intelligence with DAX
  • Time Intelligence with DAX - Part 2 - Comparison over periods
  • Clean & Transform with Power Query
  • Bonus Section

Taught by

Irfan Sharif

Reviews

4.6 rating at Udemy based on 4559 ratings

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