Excel for Financial Planning and Analysis (FP&A)

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Carl Seidman

2:34:44

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01 - Introduction

01 - Leveraging Excel for financial planning & analysis (FP&A).mp4

00:52

02 - 1. Why Does Excel Matter to FP&A

01 - What is financial planning & analysis (FP&A).mp4

03:00

02 - Excel in FP&A, management consulting and investment banking.mp4

02:47

03 - Where does Excel fit into the FP&A tech stack.mp4

05:15

04 - Why do dynamic functions matter for FP&A.mp4

03:42

03 - 2. Dynamic Data Tables in Excel for FP&A

01 - An introduction to dynamic data tables.mp4

06:18

02 - Dynamic data tables for FP&A modeling.mp4

11:58

03 - Updating data tables with Power Query.mp4

11:11

04 - FP&A applications with data tables.mp4

07:35

05 - Advanced dynamic mapping using Power Query.mp4

05:06

06 - Advanced dynamic mapping using INDEX, XMATCH, and INDIRECT.mp4

10:00

07 - Challenge Mapping dynamic data tables to an FP&A model.mp4

01:25

08 - Solution Mapping dynamic data tables to an FP&A model.mp4

11:47

04 - 3. Dynamic Data Ranges in Excel for FP&A

01 - Using INDEX XMATCH for dynamic ranges.mp4

07:02

02 - Using XLOOKUP for dynamic ranges.mp4

08:41

03 - Introduction to OFFSET.mp4

05:55

04 - Using OFFSET for dynamic ranges.mp4

03:41

05 - Challenge Flexing data and dynamic ranges for an FP&A model.mp4

02:00

06 - Solution Flexing data and dynamic ranges for an FP&A model.mp4

03:40

05 - 4. Dynamic Data Arrays in Excel for FP&A

01 - Introduction to dynamic arrays.mp4

02:55

02 - Using SEQUENCE for dynamic ranges.mp4

09:33

03 - Using FILTER for dynamic data management.mp4

03:53

04 - Using UNIQUE for dynamic data management.mp4

04:22

05 - Using SORT and SORTBY for dynamic data management.mp4

06:50

06 - Challenge Segmenting data for use in an FP&A model.mp4

01:24

07 - Solution Segmenting data for use in an FP&A model.mp4

11:12

06 - Conclusion

01 - Implementing what youve learned.mp4

02:40

Description

Financial planning and analysis (FP&A) is a rapidly evolving field within corporate finance and one of the most important functions of any successful finance department. While there are a number of different data visualization tools that support FP&A, most companies rely on the ubiquitous Microsoft Excel.

In this course, join instructor, CSP, and CPA Carl Seidman as he provides a comprehensive overview of how to harness the power of Excel for forecasting, planning, analysis, and modeling. Along the way, find out why Excel can be so useful for FP&A, including coverage of how to leverage key analytic tools such as dynamic data tables, dynamic data ranges, dynamic data arrays, and more.

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Excel

Financial Modeling

Financial Accounting

Financial Analysis

Carl Seidman

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Linkedin Learning

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LinkedIn Learning is an American online learning provider. It provides video courses taught by industry experts in software, creative, and business skills. It is a subsidiary of LinkedIn. All the courses on LinkedIn fall into four categories: Business, Creative, Technology and Certifications. It was founded in 1995 by Lynda Weinman as Lynda.com before being acquired by LinkedIn in 2015. Microsoft acquired LinkedIn in December 2016.