Excel Skills for Finance & Analytics: 1 Day Course in New York, NY

Excel Skills for Finance & Analytics: 1 Day Course in New York, NY

By Mangates
Multiple dates

Overview

Gain practical Excel skills for finance and analytics using formulas, pivots, dashboards, and financial modelling to boost productivity.


Group Discounts:

Save 10% when registering 3 or more participants
Save 15% when registering 10 or more participants

About This Course

Duration: 1 Full Day (8 Hours)
Delivery Mode: Classroom (In-Person)
Language: English
Credits: 8 PDUs / Training Hours
Certification: Course Completion Certificate
Refreshments: Lunch, snacks, and beverages included

Course Overview

This hands-on Excel course is designed for professionals in business and finance who want to improve analytical efficiency and reporting accuracy. You will learn essential formulas, pivot tables, data cleaning methods, financial modelling techniques, and dashboard creation. The course provides practical, real-world applications to help you streamline tasks, automate repetitive work, and present insights with clarity. By the end of the program, you will confidently use Excel as a powerful decision-support and analytics tool.

Learning Objectives

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

  • Use Excel confidently for business and financial tasks.
  • Clean and prepare data for accurate analysis.
  • Apply formulas and functions for faster, reliable outcomes.
  • Build pivot tables and charts for insightful reporting.
  • Create dashboards that communicate results clearly.
  • Develop basic financial models for decision-making.
  • Improve productivity using automation and advanced features.

Target Audience

  • Analysts
  • Finance teams
  • Students
  • Business professionals
  • Operational staff
  • Anyone seeking Excel skills for financial analysis

Why Choose This Course?

This course is designed by an expert in financial analytics and Excel automation, ensuring practical and industry-relevant learning. The program focuses on real business applications rather than theory, enabling you to immediately apply what you learn. With hands-on exercises, guided examples, and structured financial scenarios, you will leave the session with the confidence to perform complex tasks more efficiently.

©2025 Mangates Tech Solutions Pvt Ltd. This content is protected by copyright law. Copy or Reproduction without permission is prohibited.


Our Royalty Referral Program

Know a team or professional who could benefit from our workshops? Refer them and earn attractive royalties for every successful registration.

For royalty-related queries, contact orders@mangates.com

Want to train your entire team?
This course can be delivered as a customized in-house program tailored to your organization’s financial processes, reporting formats, and analytical needs. Exercises can be personalized to match your datasets, workflow challenges, and business goals, ensuring maximum relevance and measurable outcomes.

📧 Contact us today to schedule a customized in-house session: corporate@mangates.com

Category: Business, Career

Good to know

Highlights

  • ages 18+
  • In person
  • Paid parking

Refund Policy

Refunds up to 7 days before event

Location

100 Church St

100 Church Street 8th Floor New York City New York 10007

Ph No +1 469 666 9332 New York, NY 10007

How do you want to get there?

Agenda

Module 1: Excel Foundations for Business & Finance

• Learn essential formulas and shortcuts for faster work. • Understand referencing, formatting, and data organization. • Explore practical Excel functions used in finance. • Icebreaker

Module 2: Data Cleaning & Preparation Techniques

• Learn methods to clean raw data efficiently. • Understand how to correct errors and standardize datasets. • Explore tools that improve data reliability and accuracy. • Case Study

Module 3: Analytical Formulas for Financial Workflows

• Learn core formulas including lookup, conditional, and text functions. • Understand how to automate repetitive calculations. • Explore scenarios where formulas support financial decisions. • Activity

Frequently asked questions

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Mangates

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From $560.73
Multiple dates