Excel for Accounting and Finance Professionals

22^nd– 24^th January, 2025                                  1^st-3^rd April, 2025

14^th-16^th July, 2025                                           10^th-12^th September, 2025

Introduction

Excel is more than just a spreadsheet tool; It’s a versatile and powerful application that can handle various accounting and bookkeeping tasks. With its wide range of functions and formulas, it can help you track expenses, manage invoices, create financial statements, and analyze data. Accountants use Excel for tasks like financial data analysis, budgeting, forecasting, and creating financial reports.

This training will walk the participants through the nitty gritty of excel application to accounting and finance. Notable among those applications are: Import, clean, and validate data. Master specific Excel functions for accounting and finance. Easily look up data using VLOOKUP, HLOOKUP, and XLOOKUP. Analyze and present your data efficiently with PivotTables and charts. Create your own tax and debt calculators, and so much more!

COURSE OUTLINE

Module One: Must-Have Best Practice Skills for Accounting and Finance Roles

• More about Summing than you knew there was to know, including better ways to sum than the “sum” function.
• The biggest pitfalls in Excel and how to work around them
• The most important keyboard shortcuts for accounting and finance pros
• Better alternatives to hiding rows and columns
• The best and fastest ways to navigate between workbooks and files
• How to structure worksheets so that embedded functions include any newly inserted rows
• How to use Excel with Styles

Module Two: Data Control with Tables and Conditional Summing

• Understanding how and when to use the Table feature
• Using the Table object to store data
• Mastering the function arguments for conditional summing
• Using the multiple-condition summing function to aggregate table data
• Using the table object to create mapping tables
• Building crosstab style reports

Module Three: V-Lookups and Other Lookup Functions

• when and why a lookup function would be better than a direct cell reference
• Using three key Excel lookup functions as an alternative to direct cell references
• Understanding and applying the capabilities of V-Lookup functions
• Understanding the limitations of V-Lookup functions
• Mastering ways to move beyond V-Lookup limitations

Module Four: Unleashing the Potential of the ‘PivotTable

• Mastering the basics of PivotTable functionality and capabilities
• Retrieving data from a database and feeding it into a PivotTable
• Understanding how external data sources can be used to feed a PivotTable
• Using Excel’s web browser to pull data from web pages into your Excel PivotTable

 Module Five: Financial Statement and Sensitivity Analysis

·       Vertical Analysis

·       Horizontal Analysis

·       What if Analysis

Module Six: Aging Analysis

·       Debtor Aging Analysis

·       Creditor Aging Analysis

Duration: Three (3) days           Fee: N250,000

For Whom

Accounting and Finance Professionals