Fundamental Excel Skills for Accountants and Finance Staff

  • Course provided by Udemy
  • Study type: Online
  • Starts: Anytime
  • Price: See latest price on Udemy

Course Description

Are you an Accountant or an aspiring Accountant? Do you work in Finance? Do you want to ensure you are equipped with the core fundamental Excel skills that every accountant or financial professional should have? well if so this course has been designed for you.

Excel is the tool of choice for most accountants, and having great Excel Skills can make a massive difference in your career prospects. However many are lacking the core fundamental skills Excel required to use the tool efficiently.

This course has been designed and developed by an accountant and focuses on the core Excel skills needed in the industry. Some of these skills are at a basic level, however, some of them are at an advanced level. Each of the topics covered in this course is a core skill for the job and knowing some of the newer features of Excel 365 will put you ahead of the curve.

This course is a short course and a basic knowledge of Excel is required. In this course, you will find workbooks to download so you can practice along and you will also find some activities to complete.

The topics covered in this course are

  1. Logical tests and IF statements.

  2. Lookup Formulas

  3. Summing with criteria

  4. Working with tables

  5. Pivot tables

  6. Dynamic arrays

Who this course is for:

  • Bookkeepers and Trainee Bookkeepers
  • Accountants and Trainee Accountants (CPA, ACCA, CIMA, CA)
  • Finance Staff and Financial Professionals

Course content

1 section • 13 lectures • 1h 59m total length

  • Introduction
  • Logical tests
  • IF Statements
  • S is for Super Power (summing with conditions attached)
  • Efficiency with Tables
  • Explaining Pivot tables in 10 minuites
  • Introducing Dynamic Arrays
  • Pivot table alternative using Dynamic Arrays (UNIQUE SORT AND TRANSPOSE)
  • The FILTER function
  • Conclusion


Microsoft MVP, CPA Accountant, & Life Long Learner
  • 4.3 Instructor Rating
  • 9,975 Reviews
  • 110,763 Students
  • 26 Courses

Paula is a qualified CPA with over 15 years' experience in the fields of Accountancy, Business Management, Process improvement, Internal Audit, Group accountant, Operations Management and Training. All across a broad range of industries and sectors. Paula has been Key Speaker at many Accounting Events where her talks on Excel are received very positively. Taken from her experiences in Accounting and business fields, Paula also has Udemy courses for those wishing to upskill, especially in the area of Spreadsheets, Bookkeeping and Accounting.

In 2020 Paula was awarded with a Microsoft MVP award for her dedication to Excel and the Excel community.

Expected Outcomes