Financial Data Analysis with Excel – 1 Day Workshop | Miami, FL
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 will be provided during the session
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.
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Good to know
Highlights
- ages 18+
- In person
- Paid parking
Refund Policy
Location
regus FL, Miami - 1221 Brickell Center
1221 Brickell Avenue #Brickell, Suite 900
Ph No +1 469 666 9332 Miami, FL 33131
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