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 IT Education Association

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.

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Taught in English
Recently updated!

March 2026

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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: Microsoft Excel
Category: Data Quality
Category: Strategic Decision-Making
Category: Business Analytics
Category: Trend Analysis
Category: Data-Driven Decision-Making
Category: Excel Formulas
Category: Descriptive Statistics
Category: Data Validation
Category: Statistical Reporting
Category: Financial Data
Category: Exploratory Data Analysis
Category: Data Synthesis
Category: Data Analysis
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: Financial Modeling
Category: Payroll
Category: Scalability
Category: Spreadsheet Software
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: Financial Analysis
Category: Benchmarking
Category: Annual Reports
Category: Cash Flows
Category: Performance Analysis
Category: Financial Statement Analysis
Category: Spreadsheet Software
Category: Income Statement
Category: Gross Profit
Category: Case Studies
Category: Financial Data
Category: Financial Statements
Category: Balance Sheet
Category: Business Metrics
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: Spreadsheet Software
Category: Microsoft Excel
Category: Data Validation
Category: Data Integrity
Category: Google Sheets
Category: Data Mapping
Category: Data Analysis Expressions (DAX)
Category: Data Cleansing
Category: Data Quality
Category: Case Studies
Category: Auditing
Category: Excel Formulas
Category: Reconciliation
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: Financial Modeling
Category: Data Security
Category: Management Reporting
Category: Collaborative Software
Category: Strategic Communication
Category: Microsoft Excel
Category: Google Sheets
Category: Data Entry
Category: Data Integrity
Category: Spreadsheet Software
Category: Data Validation
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: Data Quality
Category: Data Cleansing
Category: Pivot Tables And Charts
Category: Data Validation
Category: Data Transformation
Category: Data Integration
Category: Microsoft Excel
Category: Financial Data
Category: Financial Analysis
Category: Dashboard
Category: Data Manipulation
Category: Automation
Category: Data Integrity
Category: Case Studies
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: Variance Analysis
Category: Journals
Category: General Accounting
Category: Financial Analysis
Category: Auditing
Category: Accounting Systems
Category: Financial Auditing
Category: Financial Statements
Category: Financial Reporting
Category: Ledgers (Accounting)
Category: Accounting
Category: Balance Sheet
Category: Internal Controls
Category: Verification And Validation
Category: Investigation
Category: Accounting Records
Category: Bookkeeping
Category: Reconciliation
Category: General Ledger
Category: Financial Controls
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: Verification And Validation
Category: Reconciliation
Category: Financial Modeling
Category: Financial Analysis
Category: Spreadsheet Software
Category: Cash Flows
Category: Automation
Category: Data Validation
Category: Financial Reporting
Category: Financial Data
Category: Financial Statements
Category: Microsoft Excel
Category: Income Statement
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: Excel Formulas
Category: Income Statement
Category: Cash Flows
Category: Data Validation
Category: Financial Modeling
Category: Balance Sheet
Category: Financial Analysis
Category: Financial Reporting
Category: Financial Data
Category: Financial Statements
Category: Financial Forecasting
Category: Microsoft Excel
Category: Verification And Validation
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: Performance Analysis
Category: Spreadsheet Software
Category: Microsoft Excel
Category: Data Analysis Expressions (DAX)
Category: Excel Formulas
Category: Consolidation
Category: Productivity Software
Category: Performance Improvement
Category: Process Optimization
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: Microsoft Excel
Category: User Interface (UI)
Category: Scripting
Category: Business Process Automation
Category: Automation
Category: Automation Engineering
Category: Debugging
Category: Excel Macros
Category: Visual Basic (Programming Language)
Category: Data Manipulation
Category: Programming Principles
Category: Business Workflow Analysis

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Instructor

LearningMate
274 Courses17,046 learners

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Coursera

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