Excel Fundamentals for the Finance Professional

Before you can crunch data and efficiently build models, you need to master the basics in Excel. Focus on the fundamental building blocks of Excel, which will prepare you to utilize more advanced techniques, leveraging Excel’s spectrum of features. Learn relevant financial formulas, proper navigation, formatting of files and worksheets, creating calculations in cells, and linking between tabs (worksheets). Review functions and tools including mathematical, financial, logic, date/time formulas; data manipulation; anchoring; data tables; and building a capstone model. Emphasis will be on using shortcut keys, simplifying steps, and manipulating data. Leave with techniques that you can use immediately, allowing you to work faster and with less effort and more accuracy. This workshop is perfect if you need to fill in the self-taught knowledge gaps, learned Excel some time ago, need to update your skills, or work in a support capacity. 

Note: This technical workshop does not focus on building financial models or valuation, but rather on mastering core and essential Excel skills for Wall Street.

Prerequisite: Some proficiency in Excel is required.

Level: Basic