Excel for Financial Analysis Beyond Basic Formulas

Speaker
Ray Evans
Industry
Information & Technologies
Duration
60 Minutes
Group Bookings (6+)
+(877) 629-3710 or cs@msausaconnect.com
Payment Support (ACH/Check)
+(877) 629-3710 or cs@msausaconnect.com
Registration Options
Description

Financial professionals know that data is only as valuable as your ability to analyze it.

In this dynamic webinar, Excel expert Ray will guide you through 8 essential functions that separate basic spreadsheet users from true financial modeling experts. Whether you're projecting future values, analyzing conditional data, or looking up critical information, these tools will become your new secret weapons.

Learning Objectives
  • Master time calculations with DATEDIF (Excel's hidden date difference gem)
  • Project investment growth accurately using FV (Future Value)
  • Apply smart conditional analysis with AVERAGEIF, COUNTIF & COUNTIFS
  • Build decision-making logic into your sheets with the versatile IF function
  • Find data instantly using both VLOOKUP & HLOOKUP (and when to use each)
Areas Covered
  • FV - Future value
  • IF - Returns one value if TRUE, another if FALSE
  • AVERAGEIF - Average with condition
  • COUNTIF - Counts cells matching a condition
  • COUNTIFS - Counts cells matching multiple conditions
  • DATEDIF - Returns difference between dates
  • HLOOKUP - Horizontal lookup
  • VLOOKUP - Vertical lookup
Why Should You Attend

Why This Matters for Finance Professionals:

  • Move beyond basic spreadsheets to true analytical tools
  • Reduce manual work in financial reporting and forecasting
  • Make more confident decisions with accurate, automated calculations
  • Impress stakeholders with professional, dynamic financial models

Perfect For: Accountants, Financial Analysts, Investment Professionals, Bankers, and anyone who uses Excel for financial decision-making.

Ray's webinars replicate the in-person classroom experience and include a professional Learning Guide with practical hands-on exercise files, providing a superior learning and knowledge retention experience for attendees.

  • Harness the full potential of your software investment
  • Time-Efficient Power Learning with Focused Topics
  • Practical Hands-On Skill Enhancement with High Retention
  • Supporting Resources, Learning Guide and Practice Files
  • Improved Productivity, Quality and Error Minimisation
  • Up-to-Date Current Knowledge Transfer
  • Professional Development Recognised for Career Advancement
  • Interactive Experience Through Chat and Live Interaction
  • Rapid Return on Investment.
Who Should Attend

Anyone using Artificial Intelligence and Microsoft Office from fields including Government, Business, Education, Accounting, Banking, Finance, Investment, Bookkeeping, Consulting, Tourism, Hospitality etc

Find More Webinars Of : Information & Technologies
Ray Evans

Ray Evans

Excel and Word

Ray’s professional and relaxed style reflects his thorough understanding of adult learning principles and is demonstrated through his diverse range of classroom, seminar, workshop and online delivery services and instructional materials. With Microsoft Certifications in Excel and Word, he has mastered over 2500 topics to advanced level in Microsoft Excel, Access, Outlook, Project, PowerPoint, Word, Visio, and Publisher. Ray has qualifications in Frontline Management, Accounting, Training, and Assessment and is certified in Six Sigma business improvement methodology.

Having trained over 30,000 students, business owners and executives since 1990 and authored a wide range of training and procedural documentation, complex reports and engaging internet content, Ray has demonstrated strong ability in key communication styles and knowledge transfer. To provide the best learning and knowledge retention experience for attendees, Ray’s webinars replicate the in-person classroom experience and include: ·

  • A comprehensive step-by-step Learning Guide
  • Demonstrations and practical exercises
  • Exercise files;
  • Productivity techniques Testimonials

”Thanks Ray, brilliant webinar!” Lorella D'Angelo ”Wonderful presentation, extensive knowledge, caters for introductory through to advanced.” Sarah Hill ”The affordability, accessibility, easy learning techniques of these courses is second to none, and I've done QUITE A FEW courses over the years.” Helen Lindquist ”We have no hesitation in recommending Ray to any organisation requiring computer training at all levels.” Andy Kirss ”Fabulous...webinar! Thank you. Looking forward to your next session.” Elizabeth Walker-Manson ”I have no hesitation in recommending you to any organisation seeking professional and cost effective Microsoft software training and courseware.” Nick Spyrou ”Presentation was most interesting. You were very easy to follow & I learnt a lot of very helpful things. Many thanks! ... Just what I needed, & within my reach.” Mark Whitfield I found the presentations easy to follow and the delivery of information kept me interested & involved throughout the whole session. No boring intervals at all! Vicki Flavel ”I found these presentations to be a highly practical way to gain valuable knowledge in an easily managed and understandable format.” Bill Valencic ”Finally, an easy and cost-effective way to keep our staff at the cutting edge of the Microsoft Suite 24/7. I am yet to see a more powerful or effective means of providing top level software training.” Spiro Vithoulkas