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 Emirates Water & Electricity Co.

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

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

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

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

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

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

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

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

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

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

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Instructor

LearningMate
167 Courses 10,052 learners

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Coursera

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