Coursera

Cells, Formulas, and Finance: Excel for Financial Analysts Specialization

Coursera

Cells, Formulas, and Finance: Excel for Financial Analysts Specialization

Excel Skills Built for Finance.

From foundational formulas to automated financial models — built for analysts who need results.

LearningMate

Instructor: LearningMate

Access provided by EDGE Group

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

  • Apply foundational and advanced Excel functions, cell referencing, and lookup formulas to build accurate, scalable analytical models.

  • Construct, link, and verify integrated three-statement financial models using professional reconciliation and validation techniques.

  • Automate data cleansing and transformation workflows using Power Query and VBA macros to eliminate manual, error-prone processes.

  • Analyze financial statements and calculate key ratios to assess business performance and support data-driven decision-making.

Details to know

Shareable certificate

Add to your LinkedIn profile

Taught in English
Recently updated!

March 2026

See how employees at top companies are mastering in-demand skills

 logos of Petrobras, TATA, Danone, Capgemini, P&G and L'Oreal

Advance your subject-matter expertise

  • Learn in-demand skills from university and industry experts
  • Master a subject or tool with hands-on projects
  • Develop a deep understanding of key concepts
  • Earn a career certificate from Coursera

Specialization - 11 course series

Validate and Summarize Data Effectively with Excel

Validate and Summarize Data Effectively with Excel

Course 1, 2 hours

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

Excel Functions and References Fast

Course 2, 3 hours

What you'll learn

  • Learners will efficiently manipulate and analyze data in Excel by applying foundational data functions and mastering cell references in formulas.

Skills you'll gain

Category: Spreadsheet Software
Category: Financial Modeling
Category: Payroll
Category: Scalability
Category: Excel Formulas
Category: Data Integrity
Category: Microsoft Excel
Category: Productivity Software
Financial Statements: Analyze and Apply Key Ratios

Financial Statements: Analyze and Apply Key Ratios

Course 3, 2 hours

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: Benchmarking
Category: Financial Analysis
Category: Annual Reports
Category: Balance Sheet
Category: Spreadsheet Software
Category: Financial Data
Category: Business Metrics
Category: Financial Statements
Category: Income Statement
Category: Cash Flows
Category: Financial Statement Analysis
Category: Case Studies
Category: Gross Profit
Category: Performance Analysis
Lookups: Fix Errors, Fetch Data Fast

Lookups: Fix Errors, Fetch Data Fast

Course 4, 2 hours

What you'll learn

  • Learners will apply and troubleshoot lookup functions to retrieve and map data, ensuring data integrity and resolving common spreadsheet errors.

Skills you'll gain

Category: Google Sheets
Category: Data Validation
Category: Data Quality
Category: Excel Formulas
Category: Data Maintenance
Category: Auditing
Category: Data Mapping
Category: Data Analysis Expressions (DAX)
Category: Microsoft Excel
Category: Reconciliation
Category: Data Cleansing
Category: Case Studies
Category: Data Integrity
Category: Spreadsheet Software
Excel Formatting and Security

Excel Formatting and Security

Course 5, 2 hours

What you'll learn

  • Learners will apply color-coding and worksheet protection to create clear, secure, and auditable spreadsheets for effective team collaboration.

Skills you'll gain

Category: Data Integrity
Category: Microsoft Excel
Category: Strategic Communication
Category: Collaborative Software
Category: Financial Modeling
Category: Data Security
Category: Data Validation
Category: Data Entry
Category: Management Reporting
Category: Spreadsheet Software
Category: Google Sheets
Cleanse, Analyze and Validate Financial Data

Cleanse, Analyze and Validate Financial Data

Course 6, 2 hours

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

Bookkeeping: Verify Financial Accuracy

Course 7, 2 hours

What you'll learn

  • Apply double-entry bookkeeping to record transactions, analyze a trial balance, and correct financial discrepancies to ensure data integrity.

Skills you'll gain

Category: Internal Controls
Category: Financial Auditing
Category: Reconciliation
Category: General Ledger
Category: Verification And Validation
Category: Variance Analysis
Category: Accounting Systems
Category: Bookkeeping
Category: Balance Sheet
Category: Financial Statements
Category: Investigation
Category: Journals
Category: General Accounting
Category: Accounting
Category: Ledgers (Accounting)
Category: Financial Reporting
Category: Accounting Records
Category: Financial Analysis
Category: Financial Controls
Category: Auditing
Automate and Verify Financial Statements

Automate and Verify Financial Statements

Course 8, 2 hours

What you'll learn

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

Skills you'll gain

Category: Balance Sheet
Category: Reconciliation
Category: Financial Modeling
Category: Verification And Validation
Category: Cash Flows
Category: Data Validation
Category: Financial Reporting
Category: Financial Analysis
Category: Financial Statements
Category: Automation
Category: Financial Data
Category: Microsoft Excel
Category: Income Statement
Category: Spreadsheet Software
Category: Excel Formulas
Balance Financial Statements: The Flow

Balance Financial Statements: The Flow

Course 9, 3 hours

What you'll learn

  • Construct a dynamic, integrated three-statement model by correctly linking the Income Statement, Balance Sheet, and Cash Flow Statement.

Skills you'll gain

Category: Financial Analysis
Category: Financial Reporting
Category: Financial Modeling
Category: Financial Statements
Category: Verification And Validation
Category: Financial Data
Category: Income Statement
Category: Financial Forecasting
Category: Data Validation
Category: Balance Sheet
Category: Excel Formulas
Category: Cash Flows
Category: Microsoft Excel
Excel Formulas for Peak Performance

Excel Formulas for Peak Performance

Course 10, 3 hours

What you'll learn

  • Build efficient, scalable spreadsheet models by applying advanced functions and optimizing formula performance for large, complex datasets.

Skills you'll gain

Category: Consolidation
Category: Productivity Software
Category: Process Optimization
Category: Microsoft Excel
Category: Spreadsheet Software
Category: Excel Formulas
Category: Performance Improvement
Category: Performance Analysis
Category: Data Analysis Expressions (DAX)
Category: Performance Tuning
Automate Excel with Robust VBA Macros

Automate Excel with Robust VBA Macros

Course 11, 2 hours

What you'll learn

  • Learners will build robust, error-handled VBA macros to automate complex Excel tasks, turning manual workflows into efficient processes.

Skills you'll gain

Category: User Interface (UI)
Category: Automation Engineering
Category: Data Manipulation
Category: Visual Basic (Programming Language)
Category: Excel Macros
Category: Automation
Category: Programming Principles
Category: Debugging
Category: Business Workflow Analysis
Category: Microsoft Excel
Category: Scripting
Category: Business Process Automation

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.

Instructor

LearningMate
274 Courses20,069 learners

Offered by

Coursera

Why people choose Coursera for their career

Felipe M.

Learner since 2018
"To be able to take courses at my own pace and rhythm has been an amazing experience. I can learn whenever it fits my schedule and mood."

Jennifer J.

Learner since 2020
"I directly applied the concepts and skills I learned from my courses to an exciting new project at work."

Larry W.

Learner since 2021
"When I need courses on topics that my university doesn't offer, Coursera is one of the best places to go."

Chaitanya A.

"Learning isn't just about being better at your job: it's so much more than that. Coursera allows me to learn without limits."