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 University of Warwick

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

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

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

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

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: Change Control
Category: Risk Modeling
Category: Microsoft Excel
Category: Case Studies
Category: Model Evaluation
Category: Technical Documentation
Category: Analysis
Category: Financial Auditing
Category: Governance Risk Management and Compliance
Category: Excel Formulas
Category: Auditing
Category: Version Control
Category: Business Modeling
Category: Performance Metric
Category: Performance Analysis
Category: Financial 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: Continuous Improvement Process
Category: Quality Improvement
Category: Root Cause Analysis
Category: Process Improvement and Optimization
Category: Financial Forecasting
Category: Project Documentation
Category: Forecasting
Category: Financial Modeling
Category: Procedure Development
Category: Knowledge Transfer
Category: Model Evaluation
Category: Data Validation
Category: Data Integrity
Category: Analysis

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: Dashboard
Category: Data Visualization
Category: Spreadsheet Software
Category: Business Intelligence
Category: Data Storytelling
Category: Pivot Tables And Charts
Category: Design Reviews
Category: Data Presentation
Category: Data Modeling

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

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Instructor

LearningMate
166 Courses 9,751 learners

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Coursera

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