Microsoft Excel for Finance, Accounting & Financial Analysis

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Irfan Sharif ACA ACCA

5:30:31

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1 - Getting to know Excel

1 - Getting started with Excel.mp4

12:51

2 - Understanding and working with Cell.mp4

19:49

3 - Understanding and working with Column.mp4

05:57

4 - Understanding and working with Row.mp4

05:31

5 - Mastering Copy Paste.mp4

16:14

6 - Mastering Autofill.mp4

06:53

7 - Intelligent Navigation with Excel data.mp4

05:39

8 - Basic Mathematical functions.mp4

04:58

9 - Unlocking Keyboard shortcuts with Masterkey.mp4

05:31

10 - Homework Entering 10 records in Excel.mp4

00:50

11 - Best practices entering data in Excel.mp4

16:31

2 - Depreciation with Excel

12 - Revising the Accounting concept of deprecation.mp4

04:11

13 - Depreciation-notes.pptx

13 - Depreciation-with-Excel-solved.xlsx

13 - Depreciation-with-Excel-unsolved.xlsx

13 - Section Resources.html

14 - SLN Straight Line Method.mp4

03:10

15 - DB Declining Balance Method.mp4

05:29

16 - DDB Double Declining Balance.mp4

03:03

17 - SYD Sum of Years Digits Method.mp4

01:48

18 - VDB Variable Declining Balance.mp4

07:26

19 - Depreciation-with-Excel-Homework-Answers.xlsx

19 - Depreciation-with-Excel-unsolved-Homework.xlsx

19 - Homework Practice of Depreciation with Excel formulas.html

3 - Present Value Future Value

20 - Introduction to PV and FV.mp4

07:19

21 - PV-and-FV.xlsx

21 - PV-and-FV-Unsolved.xlsx

21 - PV-and-FV-notes.pdf

21 - Section Resources.html

22 - Calculating Future Value from Present Value Present Value from Future Value.mp4

02:17

23 - Revising Annuity Concept.mp4

01:47

24 - Calculating PV of Annuity.mp4

01:18

25 - Calculating FV of Annuity.mp4

03:01

26 - Calculating FV with changing interest rates.mp4

01:35

27 - Homework Calculating PV FV.html

27 - PV-and-FV-Homework.xlsx

27 - PV-and-FV-Homework-Unsolved.xlsx

28 - Calculating Discount Rate RATE.mp4

03:23

29 - Calculating Number of Periods NPER.mp4

02:13

4 - Net Present Value and IRR

30 - NPV-and-IRR-notes.pptx

30 - NPV-and-IRR-solved.xlsx

30 - NPV-and-IRR-unsolved.xlsx

30 - Section Outline and Practice files.html

31 - NPV Revising the NPV Concept.mp4

01:18

32 - Net Present Value NPV.mp4

03:17

33 - XNPV.mp4

01:36

34 - Revising the concept of IRR.mp4

02:33

35 - IRR Internal Rate of Return.mp4

02:45

36 - XIRR.mp4

01:08

37 - Homework Calculate NPV and IRR.html

37 - Homework-NPV-and-IRR.xlsx

37 - Homework-answers-NPV-and-IRR.xlsx

38 - MIRR.mp4

03:28

39 - PDURATION.mp4

01:45

40 - RRI.mp4

01:55

5 - Loan Mortgage Repayment

41 - Loan-and-mortgage-payment-Solved.xlsx

41 - Loan-and-mortgage-payment-Unsolved.xlsx

41 - Resource files for the Section.html

42 - PMT.mp4

04:56

42 - PMT-PPMT-IPMT-ISPMT.xlsx

43 - PPMT.mp4

02:28

44 - IPMT.mp4

01:57

45 - CUMIPMT.mp4

02:30

46 - CUMPRINC.mp4

02:14

47 - ISPMT.mp4

03:22

6 - Nominal and Effective Rate of Interest

48 - Converting Nominal Rate to Effective Rate.mp4

07:25

48 - Nominal-and-Effective-Rate.xlsx

49 - Converting Effective rate to the nominal rate.mp4

01:28

7 - Bond Valuation

50 - Price Market Value.mp4

05:25

50 - Price-and-Yield-Redeemable-Bond-with-Periodic-Interest.xlsx

51 - Yield Investors required rate or kd.mp4

03:36

8 - Whatif Analysis

52 - Data-Analysis.xlsx

52 - Goal Seek.mp4

05:46

53 - Goal Seek Example.mp4

02:11

54 - Data Table.mp4

02:29

55 - Two Way Data Table.mp4

03:15

56 - Scanerio Manager.mp4

05:28

9 - Financial Statement Preparation with Pivot Tables

57 - 1.Data-file-for-students-Merging-data-into-1-sheet-Data-file.xlsx

57 - Simplifying Financial Data extracted from a Financial System.mp4

13:20

58 - Preparing Profit Loss Statement with Pivot Tables.mp4

05:12

59 - 1.Data-file-for-students-Merging-data-into-1-sheet.xlsx

59 - Preparing Balance Sheet with Pivot Tables.mp4

04:40

10 - Financial Statement Vertical and Horizontal Analysis

60 - Apple-Inc-P-L-BS-lectures.xlsx

60 - Profit Loss Statement Horizontal Analysis.mp4

04:11

61 - Profit Loss Statement Trendlines.mp4

02:56

62 - Balance Sheet Trendlines and Horizontal Analysis.mp4

04:08

63 - Profit Loss Statement Vertical Analysis.mp4

08:12

64 - Balance Sheet Vertical Analysis.mp4

04:26

11 - Other miscellaneous

65 - Extracting month number as per FY.mp4

07:29

65 - FY-dates.xlsx

66 - Extracting Quarter number as per FY.mp4

06:31

67 - Calculating Quarter Number.mp4

02:56

68 - Handling wrong date format.mp4

06:17

68 - Handling-wrong-date-format.xlsx

69 - Handling wrong date format Part 2.mp4

03:07

70 - Preparing GL for Reporting Analysis.mp4

34:07

12 - Bonus Section

71 - Bonus lecture.html

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

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Excel Formulas and Functions

Irfan Sharif ACA ACCA

Instructor's Courses

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!

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