Excel Power for FP&A

Elevate your FP&A expertise with this targeted Excel course. Master essential formulas, functions, data analysis, and financial modeling techniques designed to optimize your planning and analysis processes.

Benefits

• Live Session 
• Real world excel file for assignments
• Weekly assignments and feedback
• PDF containing summary of excel shortcuts and functions
• Certificate on completion

This course is your gateway to FP&A proficiency in Excel. You will learn:

• Advanced formulas and functions for financial calculations
• Data manipulation, cleaning, and transformation
• PivotTables and data visualization for clear reporting
• Building dynamic financial models for forecasting and scenario planning
• Excel shortcuts and best practices tailored to FP&A

Functions Covered

• Data gathering and Compilation - Pivot, Sumif, Sumifs, Subtotal, Aggregate
• Formatting -Conditional Formatting, Table, Trace Precedents, Trace Dependents
• Data from other sources - Vlookup, Hlookup, Xlookup,IndexMatch
• Forecasting - Average, Forecast, Slope, Intercept
• Data Simulation - Whatif, Scenario Manager, Goal Seek,Data Table
• Presentation - Charts, Graphs, Slicers

Session 1

If, Swtich, Vlookup, Index Match, Xlookup,Scan, EO Month,NetworkDays, WorkDay, WeekDay, ChooseColumns,Chooserows,Take,VStack,HStack

Data, Table, Pivot,Slicers, Charts,Bar Chart, Stack Chart,Combo Chart, Waterfall Chart, Sunburst Chart

Session 4

Navigation. Watch Window, GoTo, Data Validation, Checkbox, Combo box.Whatif Analysis, Goal Seek, Data Table, Scenario Manager, Forecast Sheet

 

Instructors

Santosh Subudhi, a seasoned Excel expert with over 17 years of experience in renowned organizations like TCS and Genpact. He has honed his skills to a mastery level, making him a sought-after professional in the field. Passionate about sharing his knowledge, Santosh runs a popular YouTube channel dedicated to guiding students and young professionals. His channel offers comprehensive tutorials and practical tips to help individuals master the art of MS Excel.

Gaurav Sharma: A seasoned FP&A specialist with 17 years of experience at leading companies like Airtel, Genpact, Infosys, and IHG. Currently working as an Associate Director FP&A at Pyramid Consulting Inc. He has been helping aspiring professionals build a career in FP&A for over 5 years. An MBA in Applied Finance and Leadership and Strategy from Narsee Monjee Institute of Management Studies, he has held several guest lectures at DTU, Delhi, IMA Delhi Chapter House, SAGE University Bhopal, and IIM Sirmaur.