Fundamental Excel Skills for Accountants and Finance Staff faq

learnersLearners: 5,300
instructor Instructor: / instructor-icon
duration Duration: duration-icon

Accountants and finance staff can gain essential Excel skills through this course, enabling them to confidently use the program for their professional needs.

ADVERTISEMENT

Course Feature Course Overview Pros & Cons Course Provider Discussion and Reviews
Go to class

Course Feature

costCost:

Free

providerProvider:

Udemy

certificateCertificate:

Paid Certification

languageLanguage:

English

Course Overview

❗The content presented here is sourced directly from Udemy platform. For comprehensive course details, including enrollment information, simply click on the 'Go to class' link on our website.

Updated in [April 29th, 2023]

This course provides an overview of the fundamental Excel skills for accounting and finance staff. Participants will learn the most essential Excel skills that will enhance their career, such as logical tests and IF statements, VLOOKUP, INDEX & MATCH and XLOOKUP, Sum with conditions (SUMIF SUMIFS), tables for efficiency, pivot tables, and dynamic arrays. Upon completion of the course, participants will have a better understanding of how to use Excel to improve their work efficiency and accuracy.

[Applications]
After completing this course, participants will be able to apply their newly acquired Excel skills to their accounting and finance roles. They will be able to use logical tests and IF statements to create more efficient spreadsheets. They will be able to use VLOOKUP, INDEX & MATCH and XLOOKUP to quickly and accurately retrieve data from large datasets. They will be able to use SUMIF and SUMIFS to quickly and accurately sum data with conditions. They will be able to use tables to create more efficient spreadsheets. They will be able to use pivot tables to quickly and accurately summarize data. Finally, they will be able to use dynamic arrays to quickly and accurately analyze data.

[Career Paths]
1. Financial Analyst: Financial Analysts are responsible for analyzing financial data and providing advice to businesses and individuals on how to best manage their finances. They use Excel to analyze data, create financial models, and develop reports. With the increasing complexity of financial markets, the demand for Financial Analysts is expected to grow significantly in the coming years.

2. Accountant: Accountants use Excel to create financial statements, analyze financial data, and prepare tax returns. They must be proficient in Excel to be able to accurately and efficiently complete their tasks. With the increasing complexity of financial regulations, the demand for Accountants is expected to remain strong in the coming years.

3. Data Analyst: Data Analysts use Excel to analyze large amounts of data and develop insights from it. They must be proficient in Excel to be able to accurately and efficiently complete their tasks. With the increasing amount of data being generated, the demand for Data Analysts is expected to grow significantly in the coming years.

4. Financial Modeler: Financial Modelers use Excel to create financial models to analyze and forecast financial performance. They must be proficient in Excel to be able to accurately and efficiently complete their tasks. With the increasing complexity of financial markets, the demand for Financial Modelers is expected to remain strong in the coming years.

[Education Paths]
1. Bachelor of Science in Accounting: This degree path provides a comprehensive understanding of accounting principles and practices, as well as the ability to apply them in a variety of settings. It also covers topics such as financial statement analysis, taxation, auditing, and financial management. With the increasing demand for skilled accountants, this degree path is becoming increasingly popular.

2. Master of Science in Finance: This degree path provides a deeper understanding of financial markets, investments, and corporate finance. It also covers topics such as financial modeling, risk management, and portfolio management. With the increasing complexity of financial markets, this degree path is becoming increasingly popular.

3. Master of Business Administration (MBA): This degree path provides a comprehensive understanding of business principles and practices, as well as the ability to apply them in a variety of settings. It also covers topics such as strategic management, marketing, operations, and organizational behavior. With the increasing demand for skilled business professionals, this degree path is becoming increasingly popular.

4. Master of Science in Data Science: This degree path provides a comprehensive understanding of data science principles and practices, as well as the ability to apply them in a variety of settings. It also covers topics such as machine learning, data mining, and predictive analytics. With the increasing demand for skilled data scientists, this degree path is becoming increasingly popular.

Course Syllabus

Logical tests

IF Statements

VLOOKUP

INDEX and MATCH

S is for Super Power (summing with conditions attached)

Efficiency with Tables

Explaining Pivot tables in 10 minuites

Introducing Dynamic Arrays

Pivot table alternative using Dynamic Arrays (UNIQUE SORT AND TRANSPOSE)

The FILTER function

XLOOKUP

Pros & Cons

Pros Cons
  • pros

    Highly recommended

  • pros

    Exactly what I was looking for

  • pros

    Meeting expectations

  • pros

    Great knowledge and explanation

  • pros

    Critical topics discussed

  • cons

    Not accessible for everyone

  • cons

    Some features associated with Office 365

Course Provider

Provider Udemy's Stats at AZClass

Discussion and Reviews

0.0   (Based on 0 reviews)

Start your review of Fundamental Excel Skills for Accountants and Finance Staff

Quiz

submit successSubmitted Sucessfully

1. Which of the following is not a feature of the course?

2. Which of the following is a feature of the course?

close
part

faq FAQ for Microsoft Excel Courses

Q1: What Excel skills will I learn in this course?

This course is designed to provide fundamental Excel skills for accountants and finance staff. You will learn how to create and format worksheets, use formulas and functions, create charts and graphs, and use data analysis tools. You will also learn how to use Excel to automate tasks and create reports.

Q2: Is this course available online?

Yes, this course is available online. You will have access to the course materials and resources from any device with an internet connection. You will also have the opportunity to interact with the instructor and other students through online discussion forums.

Q3: Does the course offer certificates upon completion?

Yes, this course offers a free certificate. AZ Class have already checked the course certification options for you. Access the class for more details.

Q4: How do I contact your customer support team for more information?

If you have questions about the course content or need help, you can contact us through "Contact Us" at the bottom of the page.

Q5: Can I take this course for free?

Yes, this is a free course offered by Udemy, please click the "go to class" button to access more details.

Q6: How many people have enrolled in this course?

So far, a total of 5300 people have participated in this course. The duration of this course is hour(s). Please arrange it according to your own time.

Q7: How Do I Enroll in This Course?

Click the"Go to class" button, then you will arrive at the course detail page.
Watch the video preview to understand the course content.
(Please note that the following steps should be performed on Udemy's official site.)
Find the course description and syllabus for detailed information.
Explore teacher profiles and student reviews.
Add your desired course to your cart.
If you don't have an account yet, sign up while in the cart, and you can start the course immediately.
Once in the cart, select the course you want and click "Enroll."
Udemy may offer a Personal Plan subscription option as well. If the course is part of a subscription, you'll find the option to enroll in the subscription on the course landing page.
If you're looking for additional Microsoft Excel courses and certifications, our extensive collection at azclass.net will help you.

close

To provide you with the best possible user experience, we use cookies. By clicking 'accept', you consent to the use of cookies in accordance with our Privacy Policy.