Microsoft Excel for the Corporate Financial Analyst

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Jimmy Kohl

2:54:06

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1. Introduction

1. Introduction.mp4

00:53

2.1 LinkedIn Profile.html

2. Instructor Background.mp4

01:09

2. Improving Productivity

1.1 What I Use Razer Ornata Chroma Gaming Keyboard.html

1. Choosing a Good Keyboard.mp4

00:49

2.1 Essential Keyboard Shortcuts.pdf

2. Keyboard Shortcuts.mp4

02:53

3. Quick Access Toolbar.mp4

01:55

3. Basic Excel Operations

1. Navigating with the Arrow Keys.mp4

01:36

2. Cell References.mp4

04:06

3. Filtering Data.mp4

01:58

4. Grouping Rows and Columns.mp4

01:54

5. Paste Special.mp4

01:42

6. Pivot Tables.mp4

05:08

7.1 Basic Excel Operations Practice.xlsx

7. Practice Exercise.mp4

00:15

4. Formatting Best Practices

1. Why does this matter.mp4

02:30

2. Where to Begin.mp4

02:18

3. Number Formats.mp4

02:01

4. Alignment.mp4

04:47

5. Format Painter.mp4

01:29

6. Font Color, Fill Color, Borders, & Conditional Formatting.mp4

06:42

7. Footnotes.mp4

02:29

8.1 Financial Modeling Color Coding.html

8. Color Coding.mp4

02:02

9.1 Basic Excel Operations Formatting Practice.xlsx

9. Practice Exercise.mp4

00:15

5. The Core Formulas

1. Section Intro.mp4

00:25

2. The Lookup Concept.mp4

00:40

3. XLOOKUP.mp4

06:04

4. VLOOKUP.mp4

03:37

5. INDEX(MATCH()).mp4

02:20

6. INDEX(MATCH(),MATCH()).mp4

03:35

7. The If(s) Concept.mp4

00:44

8. IF Statements.mp4

01:51

9. The AND Operator.mp4

02:34

10. The OR Operator.mp4

01:32

11. Nested IF Statements.mp4

03:14

12. IFERROR.mp4

01:11

13. SUMIFS.mp4

03:29

14. COUNTIFS.mp4

01:47

15.1 The Core Formulas Practice.xlsx

15. Practice Exercise.mp4

00:15

6. Text Functions

1. Section Intro.mp4

00:32

2. CONCATENATE.mp4

01:24

3. LEFT and RIGHT.mp4

00:48

4. MID.mp4

01:03

5. FIND and LEN.mp4

01:44

6. TRIM.mp4

01:47

7. Combing Text Functions.mp4

03:59

8.1 Text Functions Practice.xlsx

8. Practice Exercise.mp4

00:15

7. Essential Calculations for Corporate Financial Analysts

1. Weighted Averages.mp4

02:47

2. Growth Rate.mp4

01:17

3.1 Compound Annual Growth Rate Formula.html

3. CAGR (Compound Annual Growth Rate).mp4

03:16

4.1 Essential Calculations for Corporate Finance Practice.xlsx

4. Practice Exercise.mp4

00:15

8. Dynamic Excel Model Overview

1.1 Coffee Shop Sales Analysis Completed.xlsx

1.2 sales.csv

1. Model Structure.mp4

06:05

2. Prepping Source Data.mp4

05:44

3. Summary Data Tab.mp4

32:19

4. Presentation Tab.mp4

28:42

Description

Master key formulas and modeling techniques needed to become an Excel power-user and stand out in your workplace

What You'll Learn?

Learn the core formulas and key practices that take you from Excel beginner or intermediate to POWER USER
Become the most skilled analyst on your team by mastering ability to dynamically model business scenarios in Excel
Learn formatting best practices to build credibility and create executive-ready analyses
Perform calculations frequently used in corporate financial analyst roles

Who is this for?

Aspiring corporate finance professional looking to develop their Excel skills to land a financial analyst job

Entry level financial analyst looking to improve their Excel skills to stand out from their peers and get promoted to senior financial analyst

More details

Description
Learn the essential formulas, best practices, and modeling techniques that will take you from Microsoft Excel novice to power-user. We'll break everything down step-by-step, then put all the pieces together at the end to build a dynamic model to analyze sales performance under various financial scenarios. The skills learned in this course will translate directly to the workplace; this course is practical, and students can immediately apply their knowledge on the job.

This course is best suited for either college students looking to bolster their Excel skills and land their first financial analyst job / internship, or early career corporate financial analysts who want to take their Excel skills to the next level to stand out among their peers and get promoted.

What we'll cover:

Â· Improving Productivity: Learn the importance of using keyboard shortcuts to boost productivity.
Â· Basic Excel Operations: Learn how to navigate through Excel efficiently, lock cell references, create pivot tables, and more.
Â· Formatting Best Practices: Proper formatting is key to building credible analyses that leadership will trust; learn how to make your Excel tables look polished and presentable.
Â· The Core Excel Formulas: Excel can feel overwhelming due to the sheer number of formulas, but by mastering just this portion of the formulas you can become a power-user.
Â· Text Functions: Learn to clean messy data by combining values in multiple columns, extracting single words from larger strings of text, and more.
Â· Essential Calculations for Corporate Financial Analysts: Understand how to calculate weighted averages, year-over-year growth rates, and compound annual growth rates, three key calculations for any financial analyst to be comfortable with.
Â· Building a Dynamic Model: Combine the formulas and skills above to take a simple CSV file with sales data and turn it into a dynamic model that allows users to perform scenario analysis, a skill that will make you stand out among your peers.
Who this course is for:
Aspiring corporate finance professional looking to develop their Excel skills to land a financial analyst job
Entry level financial analyst looking to improve their Excel skills to stand out from their peers and get promoted to senior financial analyst

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I am a finance and data analytics professional, currently working as a senior analyst at one of the largest asset managers of multifamily real estate in the United States, where I use SQL, Power BI, and Excel to make our billions of data points digestible for our financial sponsor. Over the last six years I've noticed that many early career analysts struggle with Excel proficiency; many know the basics but lack an understanding of key formulas and techniques required to be an effective analyst. My goal as a Udemy instructor is to help aspiring financial analysts and early career financial analysts develop their technical skills to become better employees and ultimately earn more money.

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