Fundamental Excel Skills for Accountants and Finance Staff

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Paula Guilfoyle CPA

1:59:50

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1 - Introduction.mp4

01:58

1 - Solutions-Essential-Excel-for-Accountants.xlsx

1 - Start-Essential-Excel-for-Accountants.xlsx

2 - Logical tests.mp4

09:14

3 - IF Statements.mp4

18:34

4 - Advanced VLOOKUP.txt

4 - VLOOKUP.mp4

08:54

4 - more details on VLOOKUP.txt

5 - INDEX and MATCH.mp4

09:06

6 - More on SUMIF and SUMIFS.txt

6 - S is for Super Power summing with conditions attached.mp4

05:47

7 - Efficiency with Tables.mp4

09:18

8 - Explaining Pivot tables in 10 minuites.mp4

10:02

8 - take a deeper dive into pivot tables.txt

9 - Introducing Dynamic Arrays.mp4

08:36

10 - Pivot table alternative using Dynamic Arrays UNIQUE SORT AND TRANSPOSE.mp4

06:57

11 - The FILTER function.mp4

13:27

12 - XLOOKUP.mp4

15:48

13 - Conclusion.mp4

02:09

Description

Learn the core fundamental Excel skills every Accountant or Finance Professional should have

What You'll Learn?

You will learn the most essential Excel Skills for Accounting and Financial Professionals - Skills that will enhance you career
Logical tests and IF statements
VLOOKUP, INDEX & MATCH and XLOOKUP
Sum with conditions (SUMIF SUMIFS)
Tables for efficiency
Pivot tables
Dynamic Arrays

Who is this for?

Bookkeepers and Trainee Bookkeepers

Accountants and Trainee Accountants (CPA, ACCA, CIMA, CA)

Finance Staff and Financial Professionals

What You Need to Know?

You must have a basic level of Excel.

This course has been recorded using Excel 365. XLOOKUP and Dynamic Arrays are only available in Excel 365. However the rest of this course works in Excel 2016 and later

More details

Description
Are you an Accountant or an aspiring Accountant?Â Do you work in Finance?Â Do you want to ensure you are equipped with the core fundamental Excel skills that every accountant or financial professional should have? well if so this course has been designed for you.
Excel is the tool of choice for most accountants, and having great Excel Skills can make a massive difference in your career prospects.Â However many are lacking the core fundamental skills Excel required to use the tool efficiently.Â
This course has been designed and developed by an accountant and focuses on the core Excel skills needed in the industry.Â Some of these skills are at a basic level, however, some of them are at an advanced level. Each of the topics covered in this course is a core skill for the job and knowing some of the newer features of Excel 365 will put you ahead of the curve.
This course is a short course and a basic knowledge of Excel is required.Â In this course, you will find workbooks to download so you can practice along and you will also find some activities to complete.

The topics covered in this course are
Logical tests and IF statements.
Lookup Formulas
Summing with criteria
Working with tables
Pivot tables
Dynamic arrays

Who this course is for:
Bookkeepers and Trainee Bookkeepers
Accountants and Trainee Accountants (CPA, ACCA, CIMA, CA)
Finance Staff and Financial Professionals

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Paula is a qualified CPA with over 25 years of experience in the fields of Accountancy, Business Management, Operations Management, and Training. All across a broad range of industries and sectors. Paula has been Key Speaker at many Accounting Events where her talks on Excel are received very positively. Taken from her experiences in Accounting and business fields, Paula began teaching on Udemy in the area of Spreadsheets, Bookkeeping and Accounting. In 2020 & 2021 Paula was awarded Microsoft MVP for her dedication to Excel and the Excel community.In 2022 after Paula pivoted her training and consultancy to focus on Web3, Blockchain, Digital assets, and cryptocurrency and is excited to bring new courses on these topics to Udemy

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