Microsoft Excel for Finance, Accounting & Financial Analysis

Focused View

Irfan Sharif ACA ACCA,ITAAI Education

4:07:58

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1. SLN - Straight Line Method.mp4

05:40

2. DB - Declining Balance Method.mp4

07:42

3. SYD - Sum of Years Digits Method.mp4

05:56

4. DDB - Double Declining Balance.mp4

08:56

5. VDB - Variable Declining Balance.mp4

12:51

6. Introduction to PV and FV.mp4

06:04

7. Calculating FV - Future Value.mp4

05:44

8. Calculating PV.mp4

02:55

9. Calculating PV of Annuity.mp4

07:33

10. Calculating FV of Annuity.mp4

05:38

11. Calculating FV with changing interest rates.mp4

02:34

12. Net Present Value - NPV.mp4

05:02

13. XNPV.mp4

02:20

14. IRR - Internal Rate of Return.mp4

06:59

15. XIRR.mp4

01:56

16. Converting Nominal Rate to Effective Rate.mp4

07:24

17. Converting Effective rate to the nominal rate.mp4

01:28

18. PMT.mp4

06:53

19. PPMT.mp4

05:07

20. IPMT.mp4

01:39

21. CUMIPMT.mp4

01:56

22. Price (Market Value).mp4

05:25

23. Yield (Investors required rate or kd).mp4

03:36

24. Goal Seek.mp4

05:46

25. Goal Seek - Example.mp4

02:11

26. Data Table.mp4

02:29

27. Two Way Data Table.mp4

03:15

28. Scanerio Manager.mp4

05:28

29. Simplifying Financial Data extracted from a Financial System.mp4

13:20

30. Preparing Profit & Loss Statement with Pivot Tables.mp4

05:12

31. Preparing Balance Sheet with Pivot Tables.mp4

04:40

32. Profit & Loss Statement - Horizontal Analysis.mp4

04:11

33. Profit & Loss Statement - Trendlines.mp4

02:56

34. Balance Sheet - Trendlines and Horizontal Analysis.mp4

04:07

35. Profit & Loss Statement - Vertical Analysis.mp4

08:12

36. Balance Sheet - Vertical Analysis.mp4

04:26

37. Extracting month number as per FY.mp4

07:29

38. Extracting Quarter number as per FY.mp4

06:31

39. Calculating Quarter Number.mp4

02:56

40. Handling wrong date format.mp4

06:17

41. Handling wrong date format - Part 2.mp4

03:07

42. Preparing GL for Reporting & Analysis.mp4

34:07

Description

Excel tips & tricks for Accounting, Finance and Financial Analysis. Learn from the Bestselling Accounting Instructor

What You'll Learn?

Accounting functions in Microsoft Excel
Finance functions in Microsoft Excel

Who is this for?

Accounting and Finance Students

Accounting and Finance Professionals

Aspiring Financial Analysts

Business owners with finance knowledge

What You Need to Know?

Excel 2010 or later edition

Basic working knowledge of Excel

Depreciation and common methods of depreciation

Basic knowledge of Finance like time value of money, compounding and discounting

Concept of NPV and IRR

More details

Description
Microsoft Excel has hundreds of functions and formulas to store, analyze, and alter data efficiently. However, no one really needs to know all of them to be able to work effectively on Excel.
In this course, you will learn key functions that are required most used by Finance and Accounting users when they are working with their business data. These functions include finding, replacing, sorting, filtering, summarizing, and analyzing data. Additionally, you will also learn how to bring in a particular data against a specific row parameter from other excel sheets.

Who should take this course:
Accounting students
Finance students
Accounting professionals
Finance professionals
Entrepreneurs and Business Owners with Finance knowledge
Investors with Finance knowledge

Why you should learn Excel for Finance and Accounting:
This course will change the way you work and will save your hours otherwise spent on complex calculations. You will be able to calculate the values you need for analysis and decisions just by writing small and easy formulas. The rest of your time can then be spent on tasks that matter!Â

Prerequisite:
This course expects you to have basic knowledge of Excel, Finance, and Accounting. Let me be more precise on what you should know before starting this course.
Excel:
Basic navigation and cell formatting
Basic maths functions like plus, minus, multiply and divide
Accounting:
Concept of depreciation and methods of depreciation
Finance:
Concept of Time Value of Money
Present Value and Future Value concept
Conversion from present value to future value, and from future value to present valueÂ
Concept of Discount factor and Annuity
Concept and calculation of NPV
Concept of calculation of IRR

Topics Covered:
Calculation of depreciation with Excel formulas
Calculation of PVÂ and FV with Excel formulas
Calculation of NPVÂ with Excel formulas
Calculation of IRRÂ with Excel formulas

Money-Back Guarantee:Â
Nothing to lose! If you will not be satisfied with the course, Udemy offers 30 days money-back guarantee!

Introduction to the teacher:
Chartered Accountant | 12 years of work experience | 12 years of teaching experience as visiting faculty
I am a Certified Chartered Accountant (ACCA) from the UK with 12 years of professional work and teaching experience and have taught more than 4,000 students in class and 80,000+ students on Udemy!
I have implemented accounting software and ERP at various organizations and have expertise in financial transformation. I have been leading accountancy practice for small and medium-sized entities for the last 4 months and have frequent interaction with entrepreneurs. So I know what exactly do entrepreneurs need to know to well manage their books. So, Microsoft Excel is what I use most of my day! IÂ love this software, not just because it enables us to do a lot with data, but also because it is very simple and easy to use.
Who this course is for:
Accounting and Finance Students
Accounting and Finance Professionals
Aspiring Financial Analysts
Business owners with finance knowledge

User Reviews

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Chartered Accountant with 12 years experience in Accounting, Finance, and Business Intelligence. I am a Chartered Accountant from ICAEW (Institute of Chartered Accountants of England and Wales) and a Chartered Certified Accountant from ACCA (Association of Chartered Certified Accountants in England) . I also have a Bachelors degree in Commerce. I started my professional career with PwC as a Functional Consultant, later moved to at FTSE 100 FMCG as a Finance Manager, then working a General Manager developed an outsourcing hub 'Excelsious' for US and UK accounting firms, and finally cofounded Receipt Bot - an accounting automation company which is automating some tedious aspects of Accounting for clients from 21 countries. Right from the beginning of my career, my role has been to improve the Accounting and Reporting systems. From automating data entry and bookkeeping to the preparation of interactive business analysis dashboards for the senior management, I have led multiple assignments. Over my professional career of 12 years, I have been teaching several programs of Accounting and BI at some reputed institutes. Over this time, I have trained 20,000+ students from 50+ countries. I am absolutely delighted to share my skills and experience with you on the Udemy platform!

ITAAI Education

Instructor's Courses

Welcome to ITAAI - International Tech Age Accounting InstituteAre you ready to embark on a transformative journey in the world of accounting and financial technology? Look no further than ITAAI - the International Tech Age Accounting Institute. Our online academy is a pioneering hub for fully comprehensive Tech Age Accounting education, designed to equip aspiring accountants and financial professionals with the skills and knowledge needed to thrive in a rapidly evolving industry.Our Mission At ITAAI, our mission is clear: to prepare accountants for the future of accounting. We understand that the landscape of accounting is constantly shifting, with emerging technologies playing a pivotal role in shaping the profession. With this in mind, our academy is dedicated to providing cutting-edge education that empowers individuals to excel in this dynamic field.Key Features of ITAAIPractical Learning: Our curriculum is built on a foundation of practicality. We believe that real-world application is the key to mastering the complexities of modern accounting and financial technology.Flexibility: Life is busy, and we get it. That's why ITAAI offers a flexible learning environment. You choose when and where to study, allowing you to tailor your education to fit your schedule.Affordability: Quality education shouldn't come with a hefty price tag. ITAAI is committed to making Tech Age Accounting education accessible to all, ensuring affordability without compromising on quality.Self-Paced: We understand that every student is unique. With our self-paced courses, you have the freedom to learn at your own speed, ensuring a comfortable and effective learning experience.Hands-On Experience: Our courses are enriched with hands-on exercises and projects that bridge the gap between theory and practice. You'll graduate with the practical skills necessary to succeed in the real world.Future-Focused: The future of accounting is tech-driven. ITAAI stays at the forefront of industry trends, ensuring that our students are well-prepared for the challenges and opportunities that lie ahead.Meet Our Leader Leading the charge at ITAAI is a Chartered Accountant with extensive experience in both accounting and financial technology. With a wealth of knowledge and a commitment to excellence, our leader guides the academy's vision and ensures that every student receives the best education possible.Join Us at ITAAI Are you ready to embrace the future of accounting? Join the ranks of forward-thinking accountants and financial professionals who have chosen ITAAI as their gateway to success. Enroll today and unlock a world of possibilities in Tech Age Accounting.At ITAAI, we don't just teach accounting; we shape the future of accounting. Discover your potential with us and become a driving force in the ever-evolving world of finance and technology. Your journey starts here.

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