Excel for Finance & FP&A: Analysis, Forecasting, Modeling

Learn professional Excel techniques for FP&A — forecasting, budgeting, variance analysis & dynamic financial modeling.

What you'll learn
- Build dynamic Excel models for real-world FP&A (Financial Planning & Analysis) scenarios, including forecasting and variance analysis.
- Analyze financial performance using data-driven techniques to uncover insights and trends.
- Apply advanced Excel tools (Power Query, formulas, automation) to streamline FP&A workflows.
- Develop bottom-up and top-down financial forecasts with scenario and sensitivity analysis.
- Design clean, professional Excel models that can be easily updated and shared with management.
- Strengthen your FP&A fundamentals—linking business drivers, budgets, and performance metrics.
- Translate raw financial data into actionable insights that influence business decisions.
- Gain the Excel and analytical confidence needed to advance your career in FP&A or finance.

Requirements
- Basic familiarity with Microsoft Excel (entering data, simple formulas, and formatting).
- A genuine interest in financial analysis, planning, or FP&A — no prior FP&A experience required.
- Microsoft Excel 2016 or later (or Microsoft 365) installed on your computer.
- No prior financial modeling experience needed — each concept is explained step-by-step with practical examples.

Description
Are you looking toelevate your Excel skillsand learn how finance teams use them toanalyze data, forecast performance, and drive smarter business decisions?

This course teaches you how to combinefinance fundamentalswithmodern Excel automation tools— includingPower Query, dynamic formulas, and structured modeling techniques — to transform how you work with data and build professional-grade financial models.

You’ll learn to design anend-to-end FP&A modelthat connects multiple entities, automates updates, and enables quick scenario testing — just like in real corporate environments. Along the way, you’ll also exploreprinciples of forecasting,how to collaborate across departments, andmanage stakeholder expectationsduring budget and review cycles.

By the end of this course, you’ll be able to:

Build a consolidatedProfit & Loss (P&L)model for multiple entities

UsePower Queryto clean, combine, and transform data automatically

Developflexible forecasting and budgeting templatesdriven by assumptions

Performvariance, sensitivity, and scenario analyseswith ease

Understand thepeople and process side of FP&A— including alignment, communication, and collaboration best practices

Whether you work infinance, accounting, analytics, or business operations, this course gives you thetools, techniques, and mindsetto bridge technical Excel skills withreal-world business impact and automation efficiency.

Who this course is for:
- Excel users who want to move beyond formulas and learn how Excel is used in real-world financial planning and analysis (FP&A).
- FP&A analysts, accountants, and finance professionals who want to strengthen their analytical and modeling skills to deliver sharper business insights.
- Business and finance students who want to learn practical Excel and FP&A techniques not covered in university.
- Professionals preparing for FP&A or financial analyst roles and want hands-on experience with forecasting, modeling, and performance analysis.
- Managers and decision-makers who want to understand how FP&A teams build models and support strategic decisions.
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