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Updated in [April 29th, 2023]
This course provides an introduction to Excel for Finance and Accounting. It covers topics such as bank reconciliation, fixed asset register reconciliation, trade receivables ageing, and sales analytics. Participants will learn how to use Excel to create financial models, analyze data, and create reports. They will also gain an understanding of the various financial and accounting concepts and how they can be applied in Excel. By the end of the course, participants will be able to use Excel to create financial models, analyze data, and create reports.
[Applications]
After completing this course, participants can apply their knowledge of Excel for Finance and Accounting to a variety of tasks. These tasks may include bank reconciliation, fixed asset register reconciliation, trade receivables ageing, and sales analytics. Additionally, participants can use Excel to create financial models, analyze data, and create reports. With the knowledge gained from this course, participants can become more efficient and effective in their financial and accounting roles.
[Career Paths]
1. Financial Analyst: Financial Analysts use Excel to analyze financial data and create financial models to help organizations make informed decisions. They also use Excel to track and monitor financial performance, identify trends, and develop forecasts. With the increasing demand for data-driven decision making, the demand for Financial Analysts is expected to grow significantly in the coming years.
2. Accountant: Accountants use Excel to manage financial data, create financial statements, and prepare taxes. They also use Excel to analyze financial data and create reports. With the increasing demand for accurate financial data, the demand for Accountants is expected to grow significantly in the coming years.
3. Data Analyst: Data Analysts use Excel to analyze large amounts of data and create reports. They also use Excel to identify trends, develop forecasts, and create models. With the increasing demand for data-driven decision making, the demand for Data Analysts is expected to grow significantly in the coming years.
4. Business Analyst: Business Analysts use Excel to analyze data and create reports. They also use Excel to identify trends, develop forecasts, and create models. With the increasing demand for data-driven decision making, the demand for Business Analysts is expected to grow significantly in the coming years.
[Education Paths]
1. Bachelor of Science in Accounting: This degree provides a comprehensive understanding of accounting principles and practices, as well as the ability to apply them to real-world situations. It also covers topics such as financial statement analysis, taxation, auditing, and financial management. With the increasing demand for financial professionals, this degree is becoming increasingly popular and is a great way to start a career in finance and accounting.
2. Master of Science in Finance: This degree provides a deeper understanding of financial markets, investments, and financial management. It also covers topics such as financial statement analysis, portfolio management, and risk management. This degree is ideal for those looking to pursue a career in finance and accounting, as it provides the necessary skills and knowledge to succeed in the field.
3. Master of Business Administration (MBA): This degree provides a comprehensive understanding of business principles and practices, as well as the ability to apply them to real-world situations. It also covers topics such as financial statement analysis, taxation, auditing, and financial management. With the increasing demand for business professionals, this degree is becoming increasingly popular and is a great way to start a career in finance and accounting.
4. Master of Science in Data Science: This degree provides a comprehensive understanding of data science principles and practices, as well as the ability to apply them to real-world situations. It also covers topics such as data mining, machine learning, and predictive analytics. With the increasing demand for data-driven professionals, this degree is becoming increasingly popular and is a great way to start a career in finance and accounting.
Course Syllabus
Project 1: Bank Reconciliation
Project 2: Fixed Assets Register
Project 3: Trade Raceivables Ageing Analysis
Project 4: Sales Analytics
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Additional Learning