Excel Financial Analysis

What You Will Learn:

• Build a 3-Statement Financial Model: Learn to create Balance Sheets, Profit & Loss, and Cash Flow Statements.

• Leverage Pivot Tables to Analyze Data: Utilize Pivot tables for comprehensive Financial Data Analysis and World Class Reporting.

• Financial Ratio Analysis: Understand and calculate various financial ratios.

• Excel Financial Formulas: Learn the most commonly used financial formulas in Excel.

• Financial Dashboard Creation: Build complete financial dashboards.

• Present Your Work: Develop skills to present your analysis in meaningful and professional dashboards.

Course Description:

In this course, you will learn how to use Excel for daily financial functions such as building a 3-statement financial model, utilizing NPV and IRR formulas, calculating interest rates, and using Excel charts and pivot charts for data visualization. You will also gain skills to create professional presentations of your work.

By choosing this course, you will be able to analyze financial statements, build financial models, perform ratio analysis, derive meaningful insights, and report to higher management. This course will prepare you for roles such as financial accountant and financial analyst in the finance department as well as financial leading roles in any organization.

Course Content:

• Section 1: Creating a P&L from Scratch

  • Learn to create a Profit & Loss statement from the ground up.

• Section 2: Professional Charts in Excel

  • Master the creation of professional charts to visualize financial data.

• Section 3: Financial Reporting

  • Understand the essentials of financial reporting.

• Section 4: Building a 3-Statement Model

  • Develop skills to build comprehensive financial models including balance sheets, profit & loss, and cash flow statements.

• Section 5: Vertical Ratio Analysis Dashboard

  • Learn to create dashboards for vertical ratio analysis.

• Section 6: Horizontal Ratio Analysis Dashboard

  • Learn to create dashboards for horizontal ratio analysis.

• Section 7: Financial Formulas

  • Master key financial formulas used in Excel.

Who This Course is For:

This course is ideal for:

• Financial Analysts: Enhance your ability to build financial models and perform ratio analysis.

• Accountants: Gain skills to create comprehensive financial statements and reports.

• Business Owners: Use Excel to analyze your company’s financial health and make informed decisions.

• Students and Job Seekers: Build essential financial analysis skills to boost your employability.

• Anyone in Finance: Improve your productivity and analytical capabilities using Excel.

Certification:

Upon completing this course, you will receive two certificates:

• A certificate from Assaal Academy, recognizing your proficiency in Excel Financial Analysis.

• A certificate from the Egyptian Board Academy, validating your expertise and skills gained from the course.( Extra Fees )

Prerequisites:

1. Basic knowledge of financial concepts and accounting principles.

2. Familiarity with Microsoft Excel and its basic features. The course is in Arabic, but a good command of English is preferred as the worksheets and data used will be in English.

3. Experience with accounting and knowledge of financial accounts is a must.