Most finance roles don't test whether you can open a spreadsheet — they test whether you can build a model someone else can trust, audit, and reuse. This course closes that gap. It's built entirely around accounting and finance scenarios: three-statement models, budget-vs-actual reviews, variance analysis, and the formula patterns that show up in real month-end work, not generic office-productivity examples.
You'll work hands-on for the full course, building a financial model from a blank workbook through to a presentation-ready summary tab, learning the habits — clean structure, error-proofing, version control — that make a model something a controller or CFO can actually rely on.
What You'll Learn
- Building three-statement financial models from scratch
- XLOOKUP, INDEX/MATCH, and nested formulas for finance
- Pivot tables for variance and budget-vs-actual analysis
- Scenario analysis, sensitivity tables, and what-if modeling
- Formula auditing and error-proofing models for review
- Dynamic arrays and modern Excel functions
- Dashboard-style summary tabs for stakeholders
- Model structure, documentation, and version control best practices
Frequently Asked Questions
Do I need prior Excel experience?
Yes — this course assumes comfort with basic formulas, formatting, and navigating a workbook. If you're newer to Excel, let us know and we'll point you to the right starting point first.
Is this general Excel training, or specific to finance?
Specific to finance. Every exercise uses accounting and finance scenarios — models, variance analysis, budget reviews — not generic business examples.
Can this be delivered in-house for our team?
Yes. We run this as a private cohort for finance teams across the GTA, and can adapt exercises to your own reporting templates where useful.
What version of Excel do I need?
Microsoft 365 or Excel 2021+ is recommended, since we cover dynamic arrays and modern lookup functions not available in older versions.
Ready to bring this training to your team?
Tell us your team size and timeline — public cohort, in-house, or one-to-one, we'll help you pick the right format.
Start a conversation