Finance teams still lose hours every month rebuilding the same spreadsheet by hand, copy-pasting numbers between tabs, and double-checking formulas that a single Excel function could handle instantly. The Advanced Excel for Finance and Accounting Professionals course from the Arab British Fellowship Training Academy is built around closing that gap — taking the features finance teams actually use and turning them into speed, accuracy and better decisions.

Participants move from organising and cleaning large datasets with PivotTables, through core financial functions such as NPV, IRR and PMT, into advanced lookups, dynamic financial models, budgeting and forecasting, and finally automation with macros and VBA. Rather than a general Excel course, this is Excel built specifically around the reports, models and financial statements finance and accounting professionals produce every day.

Who Should Attend?

• Finance and accounting professionals wanting to boost their Excel skills.
• Business managers and executives improving their data analysis and financial decision-making.
• Students of finance, accounting or related fields wanting practical, applied knowledge.
• Individuals considering a career in finance or accounting.
• Small business owners managing their own financial records and analysis.

Objectives and Benefits:

• Apply Excel's core and advanced features specifically to finance and accounting work.
• Build financial models, run financial analysis and prepare presentation-ready reports.
• Automate repetitive tasks with macros and VBA to save time and reduce manual error.
• Apply best practices for data verification, error checking and spreadsheet security.
• Strengthen budgeting, forecasting and reporting skills that support career growth.

Module 1: Why Excel Is Still the Finance Professional's Core Tool

• Excel's role in financial analysis and accounting, and where it fits alongside other tools
• Key features and shortcuts that raise everyday productivity
• Setting up spreadsheets for accuracy, error checking and security from the start

Module 2: Organising and Analysing Financial Data

• Importing, cleaning and organising financial data
• Using PivotTables and PivotCharts for financial reporting
• Sorting, filtering and summarising large datasets

Module 3: Core Financial Functions and Advanced Formulas

• Applying financial formulas: NPV, IRR, PMT and FV, and time value of money calculations
• Advanced lookups: VLOOKUP, HLOOKUP, INDEX and MATCH
• Conditional formatting, arrays and nested functions for complex calculations

Module 4: Financial Modeling, Budgeting and Forecasting

• Building financial models for budgeting, forecasting and valuation
• Creating dynamic models using data validation and drop-down lists
• Sensitivity and scenario analysis, variance analysis and trend forecasting

Module 5: Producing Financial Reports and Presentations

• Generating income statements, balance sheets and cash flow statements
• Customising and automating financial reports
• Using Excel to build clear, presentation-ready financial visuals

Module 6: Automating Excel Work with Macros and VBA

• Using macros to automate repetitive tasks
• An introduction to VBA for advanced automation
• Best practices for streamlining financial processes end-to-end with Excel