peaksphere_academy

Excel for Finance & Accounting

This course equips learners with essential Excel skills tailored specifically for finance and accounting tasks. It covers formulas, functions, data organization, and analysis techniques that enhance efficiency in bookkeeping, reporting, and decision-making. By the end, participants will be able to use Excel as a powerful tool for financial modeling, analysis, and reporting.

What You'll Learn

Excel basics: navigation, formatting, and shortcuts
Essential formulas and functions for accounting (SUM, AVERAGE, IF, VLOOKUP/XLOOKUP, INDEX-MATCH)
Creating and managing financial data tables
Using pivot tables and charts for financial analysis
Preparing and formatting financial reports in Excel
Budgeting, forecasting, and variance analysis with Excel
Introduction to financial modeling basics
Data validation, error checking, and protection of spreadsheets
Automating repetitive tasks with basic macros

Course Curriculum

Module 1
Introduction to Excel for Finance Professionals – Why Excel matters 2 hours
Excel Basics & Formatting Tools – Quick tips for efficiency 3 hours
Formulas & Functions – SUM, IF, VLOOKUP, INDEX-MATCH, etc. 4 hours
Working with Tables & Data Management 5 hours
Pivot Tables & Charts – Summarizing and analyzing financial data 6 hours
Preparing Financial Reports in Excel 7 hours
Module 2
Budgeting & Forecasting Techniques 2 hours
Variance Analysis & Financial Dashboards 3 hours
Introduction to Financial Modeling 4 hours
Spreadsheet Best Practices & Error Control 5 hours
Macros & Simple Automation 6 hours

Who Should Enroll

  • Students of accounting, commerce, or finance
  • Finance professionals and accountants seeking Excel efficiency
  • Small business owners managing their own books
  • NGO finance officers preparing donor/financial reports
  • Anyone interested in building strong Excel skills for finance

Frequently Asked Questions

What are the prerequisites for this course?

Basic knowledge of Excel and fundamental accounting concepts is recommended. We provide introductory materials for those who need a refresher before the course begins.

Will I receive a certificate upon completion?

Yes, students who complete all coursework and projects will receive a Certified Financial Analyst certificate from Peaksphere Academy, recognized by our industry partners.

What Our Students Say

"Joining the Diploma in Corporate Finance gave me much more than classroom learning. The case-based approach helped me apply concepts to real business problems. During my MBA placements, I could confidently handle finance-related questions — and I credit this program for that edge"

Student
Priya Sharma

MBA Student, Delhi

"I had the basics of accounting from college, but I struggled in my first job. The Integrated Accounts Learning Program bridged that gap. With the practice sessions in Tally ERP and GST filing, I can now manage client accounts independently. My manager has already noticed the improvement."

Student
Ravi Kumar

Junior Accountant, Bengaluru