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Excel

Excel for Finance Professionals

Functions that matter, dynamic arrays, Power Query cleaning, PivotTable reporting, model structure and error-proofing, plus dashboard design for management packs.

4.9 (468 reviews) 3,480 learners 11 hours · 34 lessons Intermediate
SC
Digital Accounting Faculty
QuickBooks · Excel · Reporting
What you will be able to do

Outcomes, not just topics

  • Clean any dataset with Power Query
  • Build models with a defensible structure
  • Report with PivotTables and dynamic arrays
  • Design a one-screen management dashboard
Curriculum

Lessons, workbooks, assignments and quizzes

Select any lesson to load it in the player. Mark lessons complete as you go — your progress is saved on this device.

Lookup family: XLOOKUP and friendsVideo lesson · 20 min
Lookup family: XLOOKUP and friends

Transcript, chapter markers and the lesson workbook are attached below the player.

Certification

Finish the work, earn a certificate that means something

The certificate is released when every lesson is complete, the graded assignment is passed at 70% or above, and the final quiz is cleared. It carries a verification reference your employer can check with Soteria Consult.

  • Named certificate with unique verification reference
  • Faculty-graded assignment feedback included
  • Shareable to LinkedIn in one click
  • Counts toward your learning path certificate
Certificate of completion
Excel for Finance Professionals
Awarded by
Soteria Consult Ltd
Ref SA-EXCEL--0000
Course reviews

4.9 out of 5 from 468 verified learners

Only learners who completed at least half the course can leave a review.

"Power Query replaced four hours of manual copy-paste every week. Immediate payback."
Ifeoma Adeleke
Finance Manager, Lagos
"The model structure module stopped me building spreadsheets nobody else can read."
Daniel Okonkwo
Operations Lead
"Well paced and practical. The downloadable templates alone saved me a full month of work."
Halima Yusuf
Accountant
Your instructor
SC
Digital Accounting Faculty
Soteria Consult practice team
QuickBooks · Excel · Reporting

Implements cloud accounting and reporting stacks, and teaches the QuickBooks, Excel and analytics tracks with anonymised datasets.

QuickBooksExcelFinancial Analysis
Course discussion
  • Power Query refresh breaking when the source file is renamed

    Is a parameterised folder path the standard fix, or is SharePoint the better answer for a shared team model?

    Sarah Bello · 7 replies · 2 days ago
Questions

Before you enrol

Enrol today

Start Excel for Finance Professionals this week

3,480 professionals have taken this course. Lifetime access, graded feedback and a verifiable certificate. Request a quote for individual or corporate enrolment.