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 Interbank

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

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

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

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

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: Accountability
Category: Cost Control
Category: Variance Analysis
Category: Financial Analysis
Category: Cost Accounting
Category: Financial Controls
Category: Financial Planning
Category: Budget Management

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: Business Analytics
Category: Data-Driven Decision-Making
Category: Data Validation
Category: Data Synthesis
Category: Data Integrity
Category: Strategic Decision-Making
Category: Microsoft Excel
Category: Financial Data
Category: Pivot Tables And Charts
Category: Excel Formulas
Category: Descriptive Statistics
Category: Data Analysis
Category: Trend Analysis
Category: Statistical Reporting
Category: Exploratory Data Analysis
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: Excel Formulas
Category: Technical Documentation
Category: Model Evaluation
Category: Case Studies
Category: Performance Metric
Category: Microsoft Excel
Category: Version Control
Category: Risk Modeling
Category: Financial Auditing
Category: Performance Analysis
Category: Analysis
Category: Change Control
Category: Auditing
Category: Business Modeling
Category: Governance Risk Management and Compliance
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: Data Integrity
Category: Data Validation
Category: Financial Modeling
Category: Model Evaluation
Category: Quality Improvement
Category: Process Improvement and Optimization
Category: Project Documentation
Category: Forecasting
Category: Analysis
Category: Continuous Improvement Process
Category: Knowledge Transfer
Category: Procedure Development
Category: Root Cause Analysis
Category: Financial Forecasting

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

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

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Instructor

LearningMate
167 Courses 10,236 learners

Offered by

Coursera

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