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 CU Gen Ed : KNOW ACCUM III

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

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 Cleansing
Category: Data Manipulation
Category: Data Validation
Category: Data Quality
Category: Data Integrity
Category: Microsoft Excel
Category: Financial Analysis
Category: Case Studies
Category: Financial Data
Category: Pivot Tables And Charts
Category: Automation
Category: Data Transformation
Category: Data Integration
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: Dashboard
Category: Variance Analysis
Category: Budgeting
Category: Financial Analysis
Category: Excel Formulas
Category: Microsoft Excel
Category: Financial Forecasting
Category: Strategic Decision-Making
Category: Business Communication
Category: Data Storytelling
Category: Business Metrics
Category: Budget Management
Category: Financial Reporting
Category: Financial Data
Category: Data Presentation
Category: Data Visualization

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

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

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

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

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: Process Improvement and Optimization
Category: Data Validation
Category: Analysis
Category: Forecasting
Category: Project Documentation
Category: Root Cause Analysis
Category: Procedure Development
Category: Continuous Improvement Process
Category: Knowledge Transfer
Category: Financial Modeling
Category: Financial Forecasting
Category: Model Evaluation
Category: Quality Improvement
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: Pivot Tables And Charts
Category: Business Intelligence
Category: Data Storytelling
Category: Spreadsheet Software
Category: Data Presentation
Category: Data Modeling
Category: Data Visualization
Category: Design Reviews
Category: Dashboard

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

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Instructor

LearningMate
167 Courses 10,405 learners

Offered by

Coursera

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