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Excel for Financial Analysis: Beyond Basic Formulas
- 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
Overview of the webinar
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.
You'll Learn How To:
- 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)
Who should attend?
- All Microsoft Office and AI users
- Account Executives
- Accountants
- Educators
- Trainers
- Sales and Marketing Professionals
- Auditors
- Bookkeepers
- Business Owners
- Chief Executives
- Controllers
- CPA's
- Cybersecurity staff
- Database Administrators (DBA)
- Engineers
- Financial Analysts
- Human Resource Personnel
- IT Professionals
- Managers
- New Recruits
- Project Managers
- Social Media Specialists
- Staff at all level
- Supervisors
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
Faculty - Mr.Ray Evans
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 an 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.