Introduction to Excel for Finance and Accounting

Introduction to Excel for Finance and Accounting

Learn how professionals use Excel in the fields of Finance and Accounting by completing FOUR mini-projects.

What You’ll Learn

  • Excel for Finance and Accounting
  • Bank Reconciliation
  • Fixed Asset Register Reconciliation
  • Trade Receivables Ageing
  • Sales Analytics


  • Access to Microsoft Excel
  • Basic Accounting Literacy


If you are about to enter a role anywhere between accounting and finance, there’s a high chance you’ll probably face the challenge of preparing various Excel files. It would be great if you have an idea of how we use Excel in the fields of finance and accounting.

And this is the course to introduce to the main concepts of Excel that are applicable to these fields!

You will start with the main Excel functions, go over the most important shortcuts, and build four mini-projects that accountants and financial analysts prepare in their daily job!

What you’ll get out of this course?

Introduction to Excel for Finance and Accounting course will guide you through the most common functions and shortcuts used by people in the fields of accounting and finance and show you the practical process of creating working files in Excel, step by step. We will define a clear structure and build four mini-projects, which you can reuse over and over again. I will help you understand the main principles that finance and accounting professionals use in their daily work.

I will show you some ways to tremendously improve your productivity by employing shortcuts and standardizing your workflow.

After you take the Introduction to Excel for Finance and Accounting course, you will have a solid understanding of how Excel formulas and principles are applied within the fields of Finance and Accounting.

What should you know to take the course?

It is possible to follow along and learn a lot from the course, even without basic accounting and Excel knowledge, as I will go over the concepts and provide thorough explanations.

Who this course is for

  • Junior finance and accounting professionals
  • Business owners and entrepreneurs who want to know more about their figures
  • Students in Finance and Accounting majors who wish to get a head start

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