Excel specialist for preparing budgets and financial analysis in

Introduction

This 5-day course is designed for beginner budgeting specialists who want to enhance their Excel skills and learn how to apply it in budgeting and financial analysis. The course will cover topics such as accounting practices, financial analysis, analytical thinking and financial acumen using Excel. Participants will gain hands-on experience using Excel to create and analyze budgets, perform financial analysis and develop financial models.

Outputs

By the end of the course, participants will have a good understanding of how to use Excel to support their budgeting and financial analysis tasks. They will be able to create and manage budgets, perform financial analysis, and develop financial models with confidence.

Objectives

- To familiarize participants with Excel and its key features and functions for budgeting and financial analysis
- To provide participants with hands-on experience using Excel to create and analyze budgets, perform financial analysis and develop financial models
- To help participants develop their financial analysis skills, including analytical thinking and financial acumen
- To provide participants with a solid understanding of accounting practices as they relate to budgeting and financial analysis

Who Should Attend this Course

This course is designed for beginner budgeting specialists who are looking to improve their Excel skills for budgeting and financial analysis. It is also suitable for individuals who are new to budgeting and financial analysis and would like to develop their skills in this area.

Outline for 5 days:

Day 1

Topic 1: Introduction to Excel

- Overview of Excel and its features
- Basic navigation and functions in Excel
- Creating and formatting worksheets
- Introduction to functions and formulas in Excel

Topic 2: Accounting Practices for Budgeting and Financial Analysis

- Overview of accounting principles
- Understanding financial statements
- Basic concepts of budgeting and financial analysis
- Introduction to ratios and financial metrics

Day 2

Topic 3: Financial Analysis with Excel

- Creating financial models in Excel
- Understanding financial ratios and metrics
- Analyzing financial data with Excel
- Building financial projections using Excel

Topic 4: Analytical Thinking and Problem Solving with Excel

- Using Excel to analyze data and solve problems
- Applying critical thinking and problem-solving skills in Excel
- Using Excel to create and evaluate budgets

Day 3

Topic 5: Financial Acumen and Budgeting

- Understanding financial acumen and its importance in budgeting
- Using Excel to evaluate budgets and make informed decisions
- Applying financial acumen to budgeting and financial analysis

Day 4

Topic 6: Advanced Functions and Formulas in Excel

- Introduction to advanced functions and formulas in Excel
- Using Excel to automate budgeting and financial analysis tasks
- Creating macros and using VBA in Excel

Day 5

Topic 7: Excel for Cash Management

- Understanding cash management and its importance in budgeting
- Using Excel to track cash inflows and outflows
- Evaluating cash management strategies with Excel.

"Throughout the course, participants will have the opportunity to work on practical exercises and case studies to apply the concepts and skills they have learned. The course will also include interactive discussions and opportunities for participants to share their experiences and insights. "