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Technologies

Financial analysis in Excel

The training focuses on the use of Microsoft Excel in financial analysis. The program covers the practical application of Excel tools in assessing a company's financial position, ratio analysis and financial modeling. Participants learn to create professional financial models and conduct advanced analysis using financial functions. Classes are conducted on the basis of real cases and financial scenarios, which allows immediate application of the acquired knowledge in practice.

Issues

  • Financial modeling

  • Indicator analysis

  • Excel financial functions

  • Financial forecasting

  • Investment analysis

  • Project pricing

  • Sensitivity analysis

  • Management cockpits

  • Report automation

  • Financial visualization

  • Financial simulations

  • Decision optimization

Benefits

  • Upon completion of the training, the participant will be able to create advanced financial models in Excel
  • He or she will develop the ability to conduct a comprehensive financial analysis of an enterprise
  • The knowledge to effectively use Excel financial functions
  • To design and implement models to evaluate the profitability of investments
  • Will learn scenario analysis and financial simulation techniques
  • Will be able to create professional financial reports and presentations
  • Will gain practical skills in financial modeling and forecasting

Who is this training for?

Financial analysts and controllers
Employees of finance and accounting departments
Financial managers
Financial planning specialists
Employees of controlling departments
Financial and investment advisors
Persons preparing financial analyses and reports

Prerequisites

  • Basic knowledge of finance
  • Intermediate knowledge of Excel
  • Knowledge of basic economic concepts
  • Experience working with financial data

Training program

01

Creating financial models

  • Analysis of financial statements
02

Cash flow forecasting

  • Indicator analysis
  • Advanced financial features
  • Valuation and depreciation functions
  • Analysis of investments and loans
03

Functions of the time value of money

  • Assessing the profitability of projects
  • Scenario and sensitivity analysis
  • Business scenario modeling
  • Sensitivity and breakpoint analysis
04

Monte Carlo simulations

  • Optimization of financial decisions
05

Financial reporting

  • Creating management cockpits
  • Automation of financial reports
  • Financial data visualization
  • Presentation of analysis results

Delivery Methods

Online

  • Convenience of participating from anywhere
  • Interactive live sessions with trainer
  • Materials available for 30 days
  • No travel costs

On-site

  • Direct contact with trainer and group
  • Intensive hands-on workshops
  • Networking with other participants
  • Full focus on learning

Frequently asked questions

Who is the Financial analysis in Excel training for?

This training is designed for professionals looking to develop skills in financial analysis in excel. Required level: advanced.

How long is the Financial analysis in Excel training?

The training lasts 2. Available in online or on-site format.

Will I receive a certificate?

Yes — every participant receives a completion certificate confirming acquired competencies. EITT holds ISO 9001 accreditation.

Can this training be conducted for a closed group?

Yes — we offer dedicated closed trainings for companies. We customize the program to your team's needs. Contact us for an individual quote.

Patrycja Petkowska
Patrycja Petkowska Opiekun szkolenia

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Funding Options

Check funding options for your company

Up to 80%

Development Services Database

Up to 80% funding for SMEs from EU funds

Check availability
Up to 100%

National Training Fund

Up to 100% funding for employers

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Trusted by

We train teams at Poland's largest companies

ING Bank - EITT client
mBank - EITT client
PKO Bank Polski - EITT client
PZU - EITT client
Allianz - EITT client
T-Mobile - EITT client
KGHM - EITT client
PGE - EITT client
IKEA - EITT client
InPost - EITT client
Leroy Merlin - EITT client
ZUS - EITT client

Interested in this training?

Contact us - we'll prepare an offer tailored to your organization's needs.

500+ experts
2500+ trainings available
ISO 9001 quality certified
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