Core Excel Skills For Accountants and Financial Professionals

Microsoft Excel is the tool of choice for most accountants and financial professionals, and possessing advanced Excel skills can make a real difference to your career prospects. However, many bookkeepers and financial officers lack the fundamental Excel skills required to carry out daily tasks efficiently and accurately. These abilities include the use of logical tests and ‘IF’ statements, lookups and pivot tables.

This course has been designed and developed by an accountant and focuses on the Excel skills used daily in the industry. Some of these skills are basic, such as summing with criteria and using logical tests. However, some are advanced, like the use of dynamic arrays. Each of our topics represents a necessary ability for the job and familiarity with some of the newer features of Excel 365 can put you ahead of the curve.

This short training course provides you with a basic knowledge of Excel and covers logical tests and ‘IF’ statements, lookup formulas, summing with criteria, working with tables, pivot tables and dynamic arrays. We use workbooks and exercises to allow you to practice your new skills, grounding your newfound theoretical knowledge in practical demonstrations. Excel is an industry-standard tool for those working in finance, so sign up to add this popular spreadsheet program to your portfolio.