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 KGiSL Educational Institutions

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: Balance Sheet
Category: Annual Reports
Category: Gross Profit
Category: Spreadsheet Software
Category: Case Studies
Category: Business Metrics
Category: Financial Statements
Category: Financial Statement Analysis
Category: Performance Analysis
Category: Cash Flows
Category: Income Statement
Category: Financial Data

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

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

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

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: Excel Formulas
Category: Microsoft Excel
Category: Financial Forecasting
Category: Forecasting
Category: Financial Modeling
Category: Revenue Forecasting
Category: Performance Metric
Category: Data Analysis
Category: Predictive Modeling
Category: Sales Management
Category: Data-Driven Decision-Making
Category: Business Planning
Category: Strategic Decision-Making
Category: Technical Communication
Category: Trend Analysis
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: Variance Analysis
Category: Financial Planning
Category: Financial Analysis
Category: Financial Controls
Category: Cost Control
Category: Accountability
Category: Budget Management
Category: Cost Accounting

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: Business Analytics
Category: Data Validation
Category: Statistical Reporting
Category: Excel Formulas
Category: Microsoft Excel
Category: Exploratory Data Analysis
Category: Data Analysis
Category: Data Quality
Category: Strategic Decision-Making
Category: Financial Data
Category: Data Synthesis
Category: Trend Analysis
Category: Data-Driven Decision-Making
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: Auditing
Category: Version Control
Category: Financial Modeling
Category: Risk Modeling
Category: Case Studies
Category: Microsoft Excel
Category: Excel Formulas
Category: Change Control
Category: Governance Risk Management and Compliance
Category: Performance Metric
Category: Model Evaluation
Category: Analysis
Category: Performance Analysis
Category: Financial Auditing
Category: Business Modeling
Category: Technical Documentation

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

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 Storytelling
Category: Data Modeling
Category: Design Reviews
Category: Pivot Tables And Charts
Category: Spreadsheet Software
Category: Data Visualization
Category: Business Intelligence
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: Usability Testing
Category: User Feedback
Category: Data Storytelling
Category: Case Studies
Category: Business Reporting
Category: Performance Analysis
Category: Data Presentation
Category: Financial Reporting
Category: Data Visualization Software
Category: Communication
Category: Performance Reporting
Category: Data Visualization

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Instructor

LearningMate
210 Courses 11,134 learners

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Coursera

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