Excel For Financial Analysis Financial Modeling

Perform financial analysis & financial modeling using Microsoft excel. For people who want to become a Financial Analyst

Last updated 2022-01-10 | 4.4

- Use MS Excel to create and automate the calculation of Financial ratios
- Become proficient in Excel data tools like Sorting
- Filtering
- Data validations
- and Data importing
- Implement predictive ML models such as simple and multiple linear regression to predict outcomes to real world Finance problems

What you'll learn

Use MS Excel to create and automate the calculation of Financial ratios
Become proficient in Excel data tools like Sorting
Filtering
Data validations
and Data importing
Implement predictive ML models such as simple and multiple linear regression to predict outcomes to real world Finance problems
Knowledge of all the essential Excel formulas required for Financial Analysis

* Requirements

* This course on "Financial Analysis and Financial Modeling using MS Excel" only requires a PC with any version of Excel installed in it

Description

You're looking for a complete course on understanding Financial Analysis and Financial Modeling using MS Excel to drive business decisions, right?

You've found the right Financial Analysis using MS Excel course! Financial Analysis and Financial analytics provides scientific support to decision-making concerning a firm's money related matters. This course addresses the topic of Financial analysis with a practical focus, focusing especially on demystifying analytics for finance managers, financial analysts from both statistical and computing point of view.

After completing this course you will be able to:

  • Use MS Excel to create and automate the calculation of Financial Ratios

  • Gain solid understanding on Financial Analysis and the role of Financial Analyst using MS Excel

  • Learn basics and advanced level Financial Accounting concepts that are required for Financial Analysis, specifically for job roles of Financial Analysts.

  • Make Finance Dashboards required for Financial Analysis and understand all the charts that you can draw in Excel

  • Implement predictive ML models such as simple and multiple linear regression to predict outcomes to real-world financial problems

  • Use pivot tables filtering and sorting options in Excel to summarize and derive information out of the financial data and to do Financial Analysis for your organization

  • Learn the commonly used financial formulas available in excel to calculate depreciation, loan-related calculations, NPV, IRR, etc., required for Financial Analysis

How this course will help you?

A Verifiable Certificate of Completion is presented to all students who undertake this course on Financial Analysis, Strategies & Models in Excel.

If you are a Finance manager, or a Financial Analyst or an executive, or a student who wants to learn Financial Analysis concepts and apply analytics techniques to real-world problems of the Finance business function, this course will give you a solid base for Financial Analysis by teaching you the most popular Financial analysis models and concepts of Financial Accounting and how to implement it them in MS Excel.

Why should you choose this course?

We believe in teaching by example. This course is no exception. Every Section’s primary focus is to teach you the concepts through how-to examples. Each section has the following components:

  • Theoretical concepts and use cases of different Financial models required for laying foundation of Financial Analysis

  • Step-by-step instructions on implementing Financial Analysis models in MS Excel

  • Downloadable Excel files containing data and solutions used in each lecture of Financial Analysis, Financial Accounting in MS Excel

  • Class notes and assignments to revise and practice the concepts Financial Analysis, Financial Accounting in MS Excel

The practical classes where we create the model for each of these strategies is something that differentiates this course from any other course available online.

What makes us qualified to teach you?

The course is taught by Abhishek (MBA - FMS Delhi, B.Tech - IIT Roorkee) and Pukhraj (MBA - IIM Ahmedabad, B.Tech - IIT Roorkee). As managers in the Global Analytics Consulting firm, we have helped businesses solve their business problem using Analytics and we have used our experience to include the practical aspects of HR analytics in this course. We have in-hand experience in Financial Analysis and MS Excel.

We are also the creators of some of the most popular online courses - with over 600,000 enrollments and thousands of 5-star reviews like these ones:

This is very good, i love the fact the all explanation given can be understood by a layman - Joshua

Thank you Author for this wonderful course. You are the best and this course is worth any price. - Daisy

Our Promise

Teaching our students is our job and we are committed to it. If you have any questions about the course content, practice sheet, or anything related to any topic, you can always post a question in the course or send us a direct message.

Download Practice files, take Quizzes, and complete Assignments

With each lecture, there are class notes attached for you to follow along. You can also take quizzes to check your understanding of concepts like Financial Analysis, Financial Accounting in MS Excel. Each section contains a practice assignment for you to practically implement your learning on Financial Analysis, Financial Accounting in MS Excel.

What is covered in this course?

The analysis of data is not the main crux of analytics. It is the interpretation that helps provide insights after the application of analytical techniques that makes analytics such an important discipline. We have used the most popular analytics software tool which is MS Excel. This will aid the students who have no prior coding background to learn and implement analytics concepts to actually solve real-world problems of Financial Analysis and Financial Accounting.

Let me give you a brief overview of the course

  • Part 1 - Introduction

In this section, we will learn about the course structure and the meaning of some key terms associated with Financial Analysis.

  • Part 2 - Essential MS Excel formulas and using them to calculate Financial metrics

In this part, we will start with a tutorial on all the popular MS Excel formulas. Then we will see the implementation of these to calculate and automate the Financial metrics. We also discuss a separate case study where we use Excel to calculate the average cost of external and internal hiring.

  • Part 3 - Visualization in Excel and Financial Dashboarding

In this part, we will begin with a tutorial on all the popular charts and graphs that can be drawn in MS Excel. Then we will see the implementation of these to create visualize Financial data. This is an important part of the course which help you grasp in-depth concepts of Financial Analysis in the later part of the course.

  • Part 4 - Data summarization using Pivot tables

In this part, we will learn about several advanced topics in MS Excel such as Pivot tables, indirect functions, and also about data formatting. Then we will see the implementation of these to create beautiful summaries of Finance Data. This is one of the building blocks of Financial Analysis and one of the major responsibilities of a Financial Analyst.

  • Part 5 - Basics of Machine Learning and Statistics

In this part, we introduce the students to the basics of statistics and ML, as nowadays Financial Analysis is getting integrated with these concepts. This part is for students who have no background understanding of ML and statistics concepts.

  • Part 6 - Preprocessing Data for ML models

In this section, you will learn what actions you need to take step by step to get the data and then prepare it for analysis, these steps are very important. We start with understanding the importance of business knowledge then we will see how to do data exploration. We learn how to do uni-variate analysis and bivariate analysis then we cover topics like outlier treatment, missing value imputation, variable transformation, and correlation.

  • Part 7 - Linear regression model for predicting metrics

This section starts with a simple linear regression and then covers multiple linear regression.

We have covered the basic theory behind each concept without getting too mathematical about it so that you understand where the concept is coming from and how it is important. But even if you don't understand it, it will be okay as long as you learn how to run and interpret the result as taught in the practical lectures.

I am pretty confident that the course will give you the necessary knowledge on Financial Accounting, Financial Analysis using MS Excel and skill sets of a Financial Analyst to immediately see practical benefits in your workplace.

Go ahead and click the enroll button, and I'll see you in lesson 1 of this Financial Analysis course!

Cheers

Start-Tech Academy

Who this course is for:

  • Anyone curious to master Excel for Financial Analysis in a short span of time
  • Financial Analysts/ Managers who want to expand on the current set of skills

Course content

18 sections • 93 lectures

Welcome to the course Preview 03:12

Course Resources Preview 00:08

Basic Formula Operations Preview 13:10

This is a milestone! Preview 03:31

Mathematical Functions - Part 1 Preview 11:35

Mathematical Functions - Part 2 Preview 07:31

Textual Formulas Preview 17:25

Logical Formulas Preview 11:24

Date-Time Formulas Preview 07:07

Lookup Formulas_(V Lookup, Hlookup, Index-Match) Preview 08:46

Future Value Preview 07:46

Excel: Simple Interest and Compound Interest Preview 08:28

Net Present Value Preview 07:40

Internal Rate of Return Preview 06:15

EXCEL: NPV and PV for calculating Present Value Preview 09:48

Excel: Internal Rate of Return Preview 08:01

Excel: NPV and IRR for particular dates Preview 03:37

Horizontal and Vertical Analysis Preview 04:06

Excel: Vertical Analysis Preview 07:00

Excel: Horizontal Analysis Preview 04:57

Loan Repayment concepts Preview 05:38

Excel: Calculating Payments Preview 08:50

Excel: Calculating Rate or Term Preview 03:17

Depreciation Methods and Straight Line Method Preview 04:37

Double Declining Balance Depreciation Preview 04:36

Sum of Years Digits Method Preview 03:53

Excel: Calculating Depreciation Preview 09:12

Theory: Financial Ratios Preview 14:47

Excel: Building a Template for Financial Ratio Analysis Preview 14:03

Excel Charts - Categories of messages that can be conveyed Preview 04:34

Elements of charts Preview 05:32

The Easy way of creating charts Preview 03:17

Bar and column charts Preview 12:38

Formating charts Preview 15:13

Line Charts Preview 09:04

Area Charts Preview 06:04

Pie and Doughnut Charts Preview 13:04

Why we should avoid Pie charts Preview 04:05

Scatter plot or XY chart Preview 16:17

Frequency Distribution and Histograms Preview 13:03

Stock Charts Preview 11:28

Sparklines Preview 05:43

Waterfall Chart Preview 12:00

Heat Maps Preview 04:55

Quiz

Financial Dashboard - Introduction Preview 05:58

Financial Dashboard - Time Series of Profit & Profit Margin Preview 06:06

Financial Dashboard - Trend of Revenue and Projection Preview 03:34

Financial Dashboard - Expense Analysis using Pie Chart Preview 03:40

Financial Dashboard - Target monitoring using Column chart Preview 05:27

Financial Dashboard - Collating and Formatting to create a Dashboard Preview 07:01

Types of Data Preview 04:04

Types of Statistics Preview 02:45

Describing data Graphically Preview 11:37

Measures of Centers Preview 07:05

Measures of Dispersion Preview 04:26

Introduction to Machine Learning Preview 16:03

Building a Machine Learning Model Preview 08:42

Gathering Business Knowledge Preview 03:00

Data Exploration Preview 03:19

The Data and the Data Dictionary Preview 07:31

Univariate analysis and EDD Preview 03:34

Discriptive Data Analytics in Excel Preview 10:33

Outlier Treatment Preview 04:15

Identifying and Treating Outliers in Excel Preview 04:14

Missing Value Imputation Preview 03:36

Identifying and Treating missing values in Excel Preview 04:00

Variable Transformation in Excel Preview 03:41

Dummy variable creation: Handling qualitative data Preview 04:50

Dummy Variable Creation in Excel Preview 07:44

Correlation Analysis Preview 09:47

Creating Correlation Matrix in Excel Preview 08:07

The Problem Statement Preview 01:25

Basic Equations and Ordinary Least Squares (OLS) method Preview 08:13

Assessing accuracy of predicted coefficients Preview 14:40

Assessing Model Accuracy: RSE and R squared Preview 07:19

Creating Simple Linear Regression model Preview 02:41

Multiple Linear Regression Preview 04:57

The F - statistic Preview 08:22

Interpreting results of Categorical variables Preview 05:04

Creating Multiple Linear Regression model Preview 07:35

Case Study Linear Regression - Introduction Preview 01:18

Case study Linear Regression - Data Preview 05:26

Case study Linear Regression - Preprocessing Preview 09:05

Case study Linear Regression - Results Preview 11:12

Case study Linear Regression - Prediction Preview 08:49

Income Tax calculation - Slabs based tax Preview 00:17

The final milestone! Preview 01:33

Congratulations & About your certificate Preview 00:27