Coursera

Financial Data Analysis with Excel Specialization

Coursera

Financial Data Analysis with Excel Specialization

Excel Financial Analysis And Reporting Skills.

Build advanced Excel skills for financial modeling, analysis, and dynamic reporting.

LearningMate

Instructor: LearningMate

Access provided by INEFOP - Instituto Nacional de Empleo y Formación Profesional de Uruguay

Get in-depth knowledge of a subject
Intermediate level

Recommended experience

4 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace
Get in-depth knowledge of a subject
Intermediate level

Recommended experience

4 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

What you'll learn

  • Build and validate dynamic financial models using advanced Excel techniques and automated data processes

  • Perform comprehensive financial analysis including variance analysis, forecasting, and capital structure evaluation

  • Create compelling visual reports and interactive dashboards that communicate financial insights effectively

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Taught in English
Recently updated!

February 2026

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Specialization - 11 course series

What you'll learn

  • Analyze a company's financial health by differentiating the 3 core financial statements and calculating key profitability and liquidity ratios.

Skills you'll gain

Category: Key Performance Indicators (KPIs)
Category: Financial Analysis
Category: Benchmarking
Category: Gross Profit
Category: Case Studies
Category: Financial Statements
Category: Annual Reports
Category: Business Metrics
Category: Performance Analysis
Category: Spreadsheet Software
Category: Income Statement
Category: Financial Data
Category: Balance Sheet
Category: Financial Statement Analysis
Category: Cash Flows

What you'll learn

  • Build and validate dynamic, three-statement financial models from raw data, ensuring accuracy through automated reconciliation and verification.

What you'll learn

  • Use advanced Excel techniques to cleanse, analyze, and validate financial data, ensuring high-quality, reliable reporting.

Skills you'll gain

Category: Data Validation
Category: Data Quality
Category: Data Cleansing
Category: Pivot Tables And Charts
Category: Case Studies
Category: Financial Analysis
Category: Automation
Category: Microsoft Excel
Category: Data Integrity
Category: Data Manipulation
Category: Data Integration
Category: Data Transformation
Category: Financial Data
Category: Dashboard

What you'll learn

  • Analyze financial data, calculate variances, and use conditional formatting to highlight key budget deviations for faster, data-driven decisions.

Skills you'll gain

Category: Financial Analysis
Category: Budget Management
Category: Data Visualization
Category: Data Storytelling
Category: Variance Analysis
Category: Financial Reporting
Category: Data Presentation
Category: Budgeting
Category: Strategic Decision-Making
Category: Financial Forecasting
Category: Excel Formulas
Category: Financial Data
Category: Business Communication
Category: Microsoft Excel
Category: Dashboard
Category: Business Metrics

What you'll learn

  • Analyze historical sales data and create financial forecasts for different growth scenarios using key Excel functions.

Skills you'll gain

Category: Forecasting
Category: Microsoft Excel
Category: Financial Forecasting
Category: Excel Formulas
Category: Financial Modeling
Category: Strategic Decision-Making
Category: Data Analysis
Category: Business Planning
Category: Revenue Forecasting
Category: Trend Analysis
Category: Sales Management
Category: Technical Communication
Category: Data-Driven Decision-Making
Category: Predictive Modeling
Category: Performance Metric
Category: Time Series Analysis and Forecasting

What you'll learn

  • Create a zero-based budget by classifying fixed and variable expenses and justifying each allocation to align with strategic goals.

Skills you'll gain

Category: Financial Planning
Category: Financial Controls
Category: Accountability
Category: Budget Management
Category: Cost Accounting
Category: Cost Control
Category: Financial Analysis
Category: Variance Analysis

What you'll learn

  • Learners will validate data integrity and create summary reports in Excel using data validation techniques and PivotTables for financial analysis.

Skills you'll gain

Category: Pivot Tables And Charts
Category: Data Integrity
Category: Trend Analysis
Category: Descriptive Statistics
Category: Data Validation
Category: Business Analytics
Category: Data Analysis
Category: Excel Formulas
Category: Microsoft Excel
Category: Exploratory Data Analysis
Category: Data Quality
Category: Statistical Reporting
Category: Data-Driven Decision-Making
Category: Financial Data
Category: Strategic Decision-Making
Category: Data Synthesis

What you'll learn

  • Systematically audit Excel models, diagnose errors, and evaluate version changes to ensure financial accuracy and model reliability.

Skills you'll gain

Category: Financial Modeling
Category: Version Control
Category: Auditing
Category: Risk Modeling
Category: Peer Review
Category: Governance Risk Management and Compliance
Category: Technical Documentation
Category: Business Modeling
Category: Financial Auditing
Category: Microsoft Excel
Category: Performance Metric
Category: Analysis
Category: Performance Analysis
Category: Model Evaluation
Category: Case Studies
Category: Change Control
Category: Excel Formulas

What you'll learn

  • Analyze financial models to diagnose forecast errors and synthesize best practices from past successes to create actionable improvement checklists.

Skills you'll gain

Category: Analysis
Category: Financial Forecasting
Category: Data Validation
Category: Project Documentation
Category: Quality Improvement
Category: Knowledge Transfer
Category: Forecasting
Category: Procedure Development
Category: Financial Modeling
Category: Data Integrity
Category: Continuous Improvement Process
Category: Model Evaluation
Category: Root Cause Analysis
Category: Process Improvement and Optimization

What you'll learn

  • Learners will construct interactive Excel dashboards and optimize their design for clarity and impact using data visualization best practices.

Skills you'll gain

Category: Data Presentation
Category: Design Reviews
Category: Dashboard
Category: Data Visualization
Category: Data Storytelling
Category: Data Modeling
Category: Spreadsheet Software
Category: Pivot Tables And Charts
Category: Business Intelligence

What you'll learn

  • Translate raw financial data into clear, high-impact visual reports and validate their effectiveness using rapid-interpretation tests.

Skills you'll gain

Category: Data Visualization
Category: Communication
Category: Usability Testing
Category: Performance Analysis
Category: Data Visualization Software
Category: Data Presentation
Category: Case Studies
Category: Performance Reporting
Category: User Feedback
Category: Financial Reporting
Category: Business Reporting
Category: Data Storytelling

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Instructor

LearningMate
210 Courses 10,904 learners

Offered by

Coursera

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