Excel Skills for Finance & Analytics: 1 Day Course in San Francisco, CA

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About This Course

Duration: 1 Full Day (8 Hours)
Delivery Mode: Classroom (In-Person)
Language: English
Credits: 8 PDUs / Training Hours
Certification: Course Completion Certificate
Refreshments: Lunch, snacks, and beverages included

Course Overview

This hands-on Excel course is designed for professionals in business and finance who want to improve analytical efficiency and reporting accuracy. You will learn essential formulas, pivot tables, data cleaning methods, financial modelling techniques, and dashboard creation. The course provides practical, real-world applications to help you streamline tasks, automate repetitive work, and present insights with clarity. By the end of the program, you will confidently use Excel as a powerful decision-support and analytics tool.

Learning Objectives

By the end of this course, you will be able to:

• Use Excel confidently for business and financial tasks.
• Clean and prepare data for accurate analysis.
• Apply formulas and functions for faster, reliable outcomes.
• Build pivot tables and charts for insightful reporting.
• Create dashboards that communicate results clearly.
• Develop basic financial models for decision-making.
• Improve productivity using automation and advanced features.

Target Audience

• Analysts
• Finance teams
• Students
• Business professionals
• Operational staff
• Anyone seeking Excel skills for financial analysis

Why Choose This Course?

This course is designed by an expert in financial analytics and Excel automation, ensuring practical and industry-relevant learning. The program focuses on real business applications rather than theory, enabling you to immediately apply what you learn. With hands-on exercises, guided examples, and structured financial scenarios, you will leave the session with the confidence to perform complex tasks more efficiently.

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Want to train your entire team?
This course can be delivered as a customized in-house program tailored to your organization’s financial processes, reporting formats, and analytical needs. Exercises can be personalized to match your datasets, workflow challenges, and business goals, ensuring maximum relevance and measurable outcomes.

📧 Contact us today to schedule a customized in-house session:

Info: • Learn essential formulas and shortcuts for faster work.
• Understand referencing, formatting, and data organization.
• Explore practical Excel functions used in finance.
• Icebreaker

Info: • Learn methods to clean raw data efficiently.
• Understand how to correct errors and standardize datasets.
• Explore tools that improve data reliability and accuracy.
• Case Study

Info: • Learn core formulas including lookup, conditional, and text functions.
• Understand how to automate repetitive calculations.
• Explore scenarios where formulas support financial decisions.
• Activity

Info: • Learn how to build pivot tables for dynamic reporting.
• Understand grouping, filtering, and summarizing methods.
• Explore visual pivot charts for faster interpretation.
• Simulation

Info: • Learn to design clear and professional Excel dashboards.
• Understand how to build visuals that highlight key insights.
• Explore KPI tracking and business reporting structures.
• Activity

Info: • Learn the fundamentals of building simple financial models.
• Understand assumptions, calculations, and output structure.
• Explore common modelling components used in finance roles.
• Activity

Info: • Learn simple automation tools such as macros and quick steps.
• Explore productivity features that speed up financial workflows.
• Understand how to work smarter with templates and shortcuts.
• Role Play

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Host or Publisher Mangates