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 US Postal Service

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: Case Studies
Category: Gross Profit
Category: Benchmarking
Category: Financial Data
Category: Business Metrics
Category: Income Statement
Category: Spreadsheet Software
Category: Key Performance Indicators (KPIs)
Category: Cash Flows
Category: Financial Statement Analysis
Category: Performance Analysis
Category: Financial Analysis
Category: Annual Reports
Category: Balance Sheet
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: Dashboard
Category: Data Cleansing
Category: Data Validation
Category: Data Quality
Category: Data Integrity
Category: Microsoft Excel
Category: Financial Analysis
Category: Case Studies
Category: Automation
Category: Financial Data
Category: Pivot Tables And Charts
Category: Data Transformation
Category: Data Import/Export

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: Business Reporting
Category: Financial Data
Category: Microsoft Excel
Category: Variance Analysis
Category: Business Metrics
Category: Financial Forecasting
Category: Data Visualization
Category: Data Presentation
Category: Budget Management
Category: Financial Reporting
Category: Financial Analysis
Category: Data-Driven Decision-Making
Category: Budgeting
Category: Data Storytelling
Category: Business Communication
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: Predictive Modeling
Category: Business Planning
Category: Excel Formulas
Category: Trend Analysis
Category: Time Series Analysis and Forecasting
Category: Forecasting
Category: Performance Metric
Category: Microsoft Excel
Category: Data Analysis
Category: Statistical Analysis
Category: Financial Modeling
Category: Strategic Decision-Making
Category: Sales Management
Category: Technical Communication
Category: Financial 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: Financial Analysis
Category: Cost Control
Category: Financial Planning
Category: Cost Accounting
Category: Budget Management
Category: Variance Analysis
Category: Financial Controls
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: Strategic Decision-Making
Category: Statistical Reporting
Category: Financial Data
Category: Data-Driven Decision-Making
Category: Data Integrity
Category: Pivot Tables And Charts
Category: Descriptive Statistics
Category: Excel Formulas
Category: Exploratory Data Analysis
Category: Trend Analysis
Category: Data Synthesis
Category: Microsoft Excel
Category: Business Analytics
Category: Data Analysis
Category: Data Validation
Category: Data Quality

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

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

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

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Instructor

LearningMate
166 Courses 9,449 learners

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Coursera

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