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FINANCE ACCOUNTING   

Finance Data Analysis Training

Hands-on Finance Data Analysis Masterclass

Build practical skills in financial data analysis, data visualization, Excel modeling, KPI reporting, and business intelligence. Learn through real-world datasets and hands-on projects to make data-driven financial decisions and develop career-ready finance analytics expertise.

finance-data-analysis-training
Course Overview
  

Course Overview

Modern finance organizations rely on data-driven insights to improve profitability, manage risks, optimize investments, and support strategic business decisions. Finance professionals are expected to analyze large volumes of financial data, identify trends, build forecasts, create interactive dashboards, and communicate meaningful insights to stakeholders. Combining financial expertise with analytical tools enables organizations to make faster, smarter, and more accurate decisions.

The Finance Data Analysis Training by myTectra is a comprehensive instructor-led program designed to help participants develop practical skills in financial data analysis, financial reporting, business intelligence, financial modeling, forecasting, dashboard development, and data visualization. The course combines finance concepts with hands-on experience using Microsoft Excel, SQL, Power BI, and AI-assisted analytics to transform raw financial data into actionable business intelligence.

Through real-world finance case studies, interactive workshops, hands-on projects, and executive reporting exercises, participants will learn to analyze financial performance, automate reporting, create insightful dashboards, forecast business outcomes, and communicate financial insights effectively.

Course Objectives

Upon successful completion of this training, participants will be able to:

  • Understand finance data analysis concepts and workflows.
  • Prepare, clean, and analyze financial datasets effectively.
  • Perform financial statements and ratio analysis confidently.
  • Build financial models and forecasting scenarios.
  • Analyze business performance using financial KPIs.
  • Query financial data using SQL.
  • Develop interactive financial dashboards in Power BI.
  • Apply AI-assisted analytics for financial reporting.
  • Present financial insights through data storytelling.
  • Support strategic financial decision-making using data.

Prerequisites

Recommended:

  • Basic understanding of finance or accounting
  • Familiarity with Microsoft Excel
  • Basic knowledge of financial statements
  • Interest in financial analytics and business intelligence

No prior SQL or Power BI experience is required.

Target Audience

This course is ideal for:

  • Financial Analysts
  • FP&A Professionals
  • Finance Managers
  • Accountants
  • Banking Professionals
  • Investment Analysts
  • Business Analysts
  • Credit Analysts
  • Risk Analysts
  • Internal Auditors
  • Controllers
  • MBA Finance Graduates
  • CA/CMA Professionals
  • Commerce Graduates
  • Professionals transitioning into Finance Analytics

Training Methodology

  • Instructor-Led Interactive Sessions
  • Hands-on Finance Data Analysis Workshops
  • Microsoft Excel Practical Labs
  • SQL Query Practice Sessions
  • Power BI Dashboard Development
  • Financial Modeling Exercises
  • AI-Assisted Finance Analytics Demonstrations
  • Real-World Finance Case Studies
  • Capstone Project
  • Interactive Assessments and Group Discussions

Tools Covered

  • Microsoft Excel
  • Microsoft Power BI
  • SQL
  • Power Query
  • Financial Modeling Templates
  • KPI Dashboard Templates
  • Data Visualization Frameworks
  • AI-Assisted Finance Analytics Tools (Concepts)
  • Financial Reporting Templates
  • Business Intelligence Dashboards

Key Benefits

  • Master modern finance data analysis techniques.
  • Improve financial reporting through data-driven insights.
  • Build advanced financial dashboards using Power BI.
  • Strengthen financial modeling and forecasting skills.
  • Analyze financial performance using key business metrics.
  • Automate reporting with Excel and SQL techniques.
  • Apply AI concepts to enhance financial analysis.
  • Communicate insights through effective data storytelling.
  • Gain practical experience with real finance case studies.
  • Advance your career in finance analytics and business intelligence.
  

Course Outcomes

After completing this course, participants will be able to:

Financial data to support strategic business decisions.
Financial data to support strategic business decisions.
Prepare & transform financial datasets with confidence.
Prepare & transform financial datasets with confidence.
Perform financial statements & ratio analysis effectively.
Perform financial statements & ratio analysis effectively.
Build financial models and forecasting scenarios.
Build financial models and forecasting scenarios.
Create interactive dashboards using Power BI.
Create interactive dashboards using Power BI.
Query and analyze financial data using SQL.
Query and analyze financial data using SQL.
Apply AI-assisted techniques for financial reporting.
Apply AI-assisted techniques for financial reporting.
Communicate financial insights through data storytelling.
Communicate financial insights through data storytelling.
Monitor business performance using financial KPIs.
Monitor business performance using financial KPIs.
Strengthen finance analytics & business intelligence skills.
Strengthen finance analytics & business intelligence skills.
  

Course Outline

Module 1: Introduction to Finance Data Analytics

Topics Covered

  • Introduction to Finance Data Analysis
  • Role of Data Analytics in Finance
  • Financial Data Ecosystem
  • Types of Financial Data
  • Structured and Unstructured Data
  • Financial KPIs
  • Data-Driven Decision Making
  • Finance Analytics Lifecycle
  • Industry Applications
  • Future of Finance Analytics

Practical Workshops

Explore:

  • Financial data sources
  • Business analytics workflows
  • Finance KPI identification
  • Real-world finance analytics scenarios
Module 2: Financial Data Collection and Preparation

Topics Covered

  • Financial Data Sources
  • ERP and Accounting Systems
  • Banking Data Sources
  • Data Extraction Techniques
  • Data Cleaning
  • Data Validation
  • Data Transformation
  • Data Standardization
  • Data Quality Management
  • Data Preparation Best Practices

Practical Workshops

Perform:

  • Financial data cleaning
  • Data transformation
  • Data quality assessments
  • Financial dataset preparation
Module 3: Microsoft Excel for Finance Analytics

Topics Covered

  • Advanced Excel Functions
  • Lookup Functions
  • Logical Functions
  • Financial Functions
  • Pivot Tables
  • Power Query
  • Dynamic Reports
  • Financial Dashboards
  • Scenario Analysis
  • Reporting Automation

Practical Workshops

Build:

  • Financial analysis templates
  • Dynamic dashboards
  • KPI reports
  • Automated financial models
Module 4: Financial Statement Analysis

Topics Covered

  • Income Statement Analysis
  • Balance Sheet Analysis
  • Cash Flow Statement Analysis
  • Horizontal Analysis
  • Vertical Analysis
  • Common-Size Statements
  • Trend Analysis
  • Working Capital Analysis
  • Financial Health Assessment
  • Executive Financial Reporting

Practical Workshops

Analyze:

  • Corporate financial statements
  • Cash flow performance
  • Business trends
  • Financial reporting scenarios
Module 5: Financial Ratio and Performance Analysis

Topics Covered

  • Liquidity Ratios
  • Profitability Ratios
  • Solvency Ratios
  • Efficiency Ratios
  • Market Ratios
  • DuPont Analysis
  • Financial KPIs
  • Benchmarking
  • Performance Evaluation
  • Business Insights

Practical Workshops

Develop:

  • Ratio analysis reports
  • Performance scorecards
  • KPI dashboards
  • Benchmarking reports
Module 6: SQL for Finance Professionals

Topics Covered

  • Database Fundamentals
  • SQL Basics
  • SELECT Statements
  • Data Filtering
  • Data Sorting
  • SQL Joins
  • Aggregate Functions
  • Group By Operations
  • Financial Data Queries
  • Reporting with SQL

Practical Workshops

Create:

  • SQL queries
  • Financial reports
  • Database summaries
  • Analytical reports
Module 7: Power BI for Financial Analytics

Topics Covered

  • Power BI Fundamentals
  • Data Import
  • Data Modeling
  • DAX Basics
  • Interactive Dashboards
  • KPI Visualization
  • Financial Reports
  • Executive Dashboards
  • Performance Monitoring
  • Automated Reporting

Practical Workshops

Build:

  • Financial dashboards
  • Executive scorecards
  • KPI visualizations
  • Interactive reports
Module 8: Financial Forecasting and Modeling

Topics Covered

  • Financial Forecasting
  • Revenue Forecasting
  • Expense Forecasting
  • Budget Analysis
  • Cash Flow Forecasting
  • Scenario Modeling
  • Sensitivity Analysis
  • Financial Modeling
  • Business Planning
  • Decision Support

Practical Workshops

Develop:

  • Forecasting models
  • Budget plans
  • Scenario analysis
  • Financial planning models
Module 9: Big Data Analytics in Finance

Topics Covered

  • Big Data Fundamentals
  • Financial Big Data Sources
  • Transaction Analytics
  • Customer Analytics
  • Market Data Analysis
  • Risk Data Analytics
  • Alternative Data Sources
  • Cloud-Based Analytics
  • Real-Time Analytics
  • Business Use Cases

Practical Workshops

Explore:

  • Financial datasets
  • Transaction analysis
  • Customer behavior analytics
  • Big data use cases
Module 10: Risk Analytics and Fraud Detection

Topics Covered

  • Financial Risk Analytics
  • Credit Risk Analysis
  • Market Risk Analysis
  • Liquidity Risk
  • Operational Risk
  • Fraud Detection Concepts
  • Anomaly Detection
  • Compliance Monitoring
  • Risk Dashboards
  • Financial Controls

Practical Workshops

Perform:

  • Risk analysis
  • Fraud detection exercises
  • Compliance reporting
  • Financial control assessments
Module 11: Budgeting and Variance Analysis

Topics Covered

  • Budget Planning
  • Budget Preparation
  • Budget Monitoring
  • Variance Analysis
  • Cost Analysis
  • Profitability Analysis
  • Forecast vs. Actual Analysis
  • Operational KPIs
  • Financial Planning
  • Management Reporting

Practical Workshops

Develop:

  • Budget models
  • Variance reports
  • Profitability analysis
  • Financial planning dashboards
Module 12: Investment and Banking Analytics

Topics Covered

  • Investment Analysis
  • Banking KPIs
  • Portfolio Analytics
  • Credit Analytics
  • Loan Performance Analysis
  • Customer Profitability
  • Capital Adequacy Concepts
  • Asset Quality Analysis
  • Banking Performance Dashboards
  • Financial Institution Reporting

Practical Workshops

Analyze:

  • Investment portfolios
  • Banking performance
  • Credit risk metrics
  • Financial institution reports
Module 13: AI and Generative AI in Finance Analytics

Topics Covered

  • Introduction to AI in Finance
  • Generative AI for Financial Analysis
  • AI-Assisted Financial Reporting
  • Predictive Financial Analytics
  • Intelligent Financial Insights
  • Prompt Engineering for Finance
  • Automated Report Generation
  • Responsible AI Practices
  • AI Governance
  • Future of AI in Finance

Practical Workshops

Create:

  • AI-assisted financial reports
  • Prompt-based financial analysis
  • Predictive analytics scenarios
  • Automated reporting workflows
Module 14: Data Storytelling for Finance Professionals

Topics Covered

  • Principles of Data Storytelling
  • Executive Communication
  • Dashboard Design
  • KPI Presentation
  • Data Visualization Best Practices
  • Storytelling with Charts
  • Business Recommendations
  • Board-Level Reporting
  • Presentation Techniques
  • Financial Narratives

Practical Workshops

Prepare:

  • Executive presentations
  • Financial dashboards
  • Data-driven business stories
  • Management reports
Module 15: Financial Dashboard Design

Topics Covered

  • Dashboard Planning
  • KPI Framework Design
  • Financial Metrics
  • Interactive Visualizations
  • Executive Scorecards
  • Drill-Down Analytics
  • Trend Dashboards
  • Variance Dashboards
  • Risk Dashboards
  • Dashboard Best Practices

Practical Workshops

Build:

  • Interactive dashboards
  • KPI scorecards
  • Financial visualizations
  • Executive reporting dashboards
Module 16: Business Performance Analytics

Topics Covered

  • Revenue Analytics
  • Expense Analytics
  • Profitability Analysis
  • Customer Analytics
  • Product Performance Analysis
  • Cost Analytics
  • Productivity KPIs
  • Operational Performance
  • Business Benchmarking
  • Performance Optimization

Practical Workshops

Evaluate:

  • Business performance
  • Profitability metrics
  • Cost optimization opportunities
  • Operational improvement plans
Module 17: Regulatory and Compliance Analytics

Topics Covered

  • Financial Regulations
  • Compliance Reporting
  • Audit Analytics
  • AML and KYC Concepts
  • Governance Metrics
  • Internal Controls
  • Risk Reporting
  • Regulatory Dashboards
  • Compliance KPIs
  • Industry Best Practices

Practical Workshops

Develop:

  • Compliance reports
  • Governance dashboards
  • Audit analytics
  • Risk monitoring reports
Module 18: Finance Industry Case Studies

Topics Covered

  • Banking Analytics
  • Insurance Analytics
  • Retail Finance Analytics
  • Manufacturing Finance
  • Healthcare Finance
  • Investment Analytics
  • Corporate Finance
  • FinTech Analytics
  • Business Intelligence Applications
  • Real-World Finance Success Stories

Practical Workshops

Solve:

  • Finance analytics case studies
  • Business intelligence scenarios
  • Industry-specific reporting
  • Financial decision-making exercises
Module 19: Emerging Trends in Finance Analytics

Topics Covered

  • Predictive Analytics
  • Prescriptive Analytics
  • Cloud-Based Financial Analytics
  • Self-Service Business Intelligence
  • Real-Time Financial Monitoring
  • ESG Analytics
  • Intelligent Finance
  • Process Automation
  • Digital Finance Transformation
  • Future Finance Technologies

Practical Workshops

Explore:

  • Emerging finance technologies
  • AI-powered analytics
  • Digital finance trends
  • Innovation use cases
Module 20: Capstone Project – End-to-End Finance Data Analysis

Comprehensive Finance Analytics Project

Participants will:

  • Collect, clean, and prepare financial datasets from multiple sources.
  • Analyze financial statements and evaluate key financial KPIs.
  • Perform ratio, trend, profitability, and variance analysis.
  • Develop financial forecasts and scenario models.
  • Query financial data using SQL for reporting and insights.
  • Build interactive Power BI dashboards for executive reporting.
  • Apply AI-assisted techniques to generate financial insights.
  • Create compelling data stories for management presentations.
  • Deliver strategic recommendations based on financial analytics.
  • Present a complete finance analytics solution using real-world business data.

Join the Course Now!
  

Clients Testimonials

Hear what our learners say about myTectra!

The Finance Data Analysis Training at myTectra helped me look at financial data from a completely different perspective. Instead of spending hours preparing reports, I now use Excel and Power BI to build dashboards that management can understand quickly. The sessions were practical, well-paced, and filled with examples that reflected real business situations.
Rakesh Vashisht
Senior Financial Analyst
Every module added something valuable to my day-to-day work. The combination of financial statement analysis, SQL, forecasting, and data visualization gave me the confidence to handle larger datasets and present insights more effectively. I particularly liked that the trainers focused on solving business problems rather than simply teaching software features.
Lalit Mathur
FP&A Executive
Our finance team wanted stronger analytical skills, and this program delivered exactly that. The case studies, dashboard exercises, and KPI analysis closely matched the reporting challenges we face every month. I was able to apply several techniques immediately after completing the training, especially around financial reporting and performance analysis.
Rubini Chawla
Finance Manager
This course brought finance and analytics together in a way that was easy to understand and immediately useful. Learning how to combine Excel, SQL, Power BI, and AI-assisted reporting has improved the quality of my presentations and helped me provide more meaningful insights during leadership reviews. myTectra created a learning experience that felt practical from start to finish.
Vinitha Shetty
Business Finance Partner

Why Choose Us?

Discover key features that set our training apart.

Expert-Led Training

Learn from certified instructors with real-world industry experience.

Hands-On Learning

Practical assignments and projects to build job-ready skills.

Globally Recognized Certificate

Earn a professional certificate to boost your career opportunities.

FAQ's

What is the duration of this course?

The total course duration is 40 hours delivered via instructor-led sessions and practical labs.

Will I get placement assistance?

myTectra is providing 100% placement assistance on our key courses. We help you with the career counselling, Exams on Key courses, Mock Interviews and Technical Interviews Tips.

Landing an interview proves that you have the job-specific skills for the position, but how do your interview skills stack up? Also, Soft skills are often the most important factor in showing you're the best candidate for the job.

Hence we are conducting FREE TRAINING on Soft-Skills worth Rs-25, 000 to all myTectra students which will help you to attend the interviews with more confidence.

What if I miss a class?

You will never miss a lecture at myTectra. You can choose either of the two options:

Classroom Training:

  • If you miss one or few classes we can give a backup class based on trainer and your convenient time. 
  • In case if you miss many classes, we can reschedule your class with upcoming batches or other running batches based on how many courses topics you have completed so far.

Live-Online Training:

  • View the recorded session of the class available in your LMS.
  • You can attend the missed session, in any other live batch.
Can I attend a demo session before enrollment?

Yes. We arrange a free demo for all the courses either in the Classroom or Live-Online demo. Please fill the demo request form below to schedule a free demo.

What if I have more queries?

Just give us a CALL at +918047112411 OR email at support@mytectra.com

What are the payment options?

Payments can be made using any of the following options and a receipt of the same will be issued to you automatically via email for both classroom training and Online training.

  • Visa Debit/Credit Card
  • American Express and Diners Club Card
  • Master Card
  • PayPal
  • Net Banking/Wire Transfer
  • UPI Payment such as Google Pay, PhonePe, Paytm
  • Cash/Cheque/DD ( Not for Online Training )
Where do the classes take place?

For Individual: 

Classroom Training - Bangalore

Live-Online Training - Globally 

For Corporates: 

Classroom Training - We deliver classroom training for corporate in more than 20 countries. Send us an Enquiry Now!

Online Training - Globally

* All of the classes are conducted live online. They are interactive sessions that enable you to ask questions and participate in discussions during class time. We do, however, provide recordings of each session you attend for your future reference.

Who are the Trainers?

Our Trainer’s are chosen not only for their knowledge and expertise but also for their real-time experience in the respective courses.

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Develop Job-Ready Finance Data Analysis Skills

Gain expertise in financial analytics, data visualization, reporting, and data-driven decision-making.