Excel for Finance & FP&A: Analysis, Forecasting, Modeling

Descripción

Are you looking to elevate your Excel skills and learn how finance teams use them to analyze data, forecast performance, and drive smarter business decisions? This course teaches you how to combine finance fundamentals with modern Excel automation tools — including Power Query, dynamic formulas, and structured modeling techniques — to transform how you work with data and build professional-grade financial models. You’ll learn to design an end-to-end FP&A model that connects multiple entities, automates updates, and enables quick scenario testing — just like in real corporate environments. Along the way, you’ll also explore principles of forecasting, how to collaborate across departments, and manage stakeholder expectations during budget and review cycles. By the end of this course, you’ll be able to: • Build a consolidated Profit & Loss (P&L) model for multiple entities • Use Power Query to clean, combine, and transform data automatically • Develop flexible forecasting and budgeting templates driven by assumptions • Perform variance, sensitivity, and scenario analyses with ease • Understand the people and process side of FP&A — including alignment, communication, and collaboration best practices Whether you work in finance, accounting, analytics, or business operations, this course gives you the tools, techniques, and mindset to bridge technical Excel skills with real-world business impact and automation efficiency.

Lo que aprenderás

• Build dynamic Excel models for real-world FP&A (Financial Planning & Analysis) scenarios, including forecasting and variance analysis.
• Analyze financial performance using data-driven techniques to uncover insights and trends.
• Apply advanced Excel tools (Power Query, formulas, automation) to streamline FP&A workflows.
• Develop bottom-up and top-down financial forecasts with scenario and sensitivity analysis.
• Design clean, professional Excel models that can be easily updated and shared with management.
• Strengthen your FP&A fundamentals—linking business drivers, budgets, and performance metrics.
• Translate raw financial data into actionable insights that influence business decisions.
• Gain the Excel and analytical confidence needed to advance your career in FP&A or finance.

Requisitos

• Basic familiarity with Microsoft Excel (entering data, simple formulas, and formatting).
• A genuine interest in financial analysis, planning, or FP&A — no prior FP&A experience required.
• Microsoft Excel 2016 or later (or Microsoft 365) installed on your computer.
• No prior financial modeling experience needed — each concept is explained step-by-step with practical examples.