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FINANCE ACCOUNTING   

Financial Accounting and Excel Training

Master Financial Accounting & Excel for Career Success

Build practical skills in financial accounting, bookkeeping, Excel-based financial analysis, and reporting. Learn through real-world case studies and hands-on exercises to develop job-ready accounting and Excel expertise.

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Course Overview
  

Course Overview

Financial accounting and Microsoft Excel are two of the most essential skills required by accounting and finance professionals. While financial accounting provides the framework for recording, classifying, summarizing, and reporting business transactions, Microsoft Excel enables professionals to automate calculations, organize financial data, analyze business performance, and generate insightful reports. Organizations rely on professionals who can efficiently combine accounting knowledge with Excel capabilities to improve financial accuracy, reporting efficiency, and business decision-making.

The Financial Accounting and Excel Training by myTectra is a comprehensive instructor-led program designed to develop practical expertise in financial accounting and Microsoft Excel for accounting applications. Participants will learn the complete accounting cycle, transaction recording, journals, ledgers, trial balances, bank reconciliation, adjusting entries, financial statement preparation, and financial analysis while mastering Excel formulas, functions, PivotTables, dashboards, budgeting, forecasting, and financial reporting techniques.

Through hands-on accounting exercises, Excel-based financial models, real-world business case studies, and an end-to-end capstone project, learners will gain job-ready skills to manage accounting operations, automate financial reporting, and support strategic financial decision-making across organizations.

Course Objectives

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

  • Understand financial accounting principles and accounting concepts.
  • Record business transactions using double-entry accounting.
  • Prepare journals, ledgers, and trial balances accurately.
  • Perform bank reconciliation and period-end accounting activities.
  • Prepare professional financial statements for business reporting.
  • Apply Microsoft Excel formulas and functions for accounting tasks.
  • Create PivotTables, charts, and dashboards for financial reporting.
  • Build budgets, forecasts, and financial models using Excel.
  • Analyze financial performance using accounting ratios and reports.
  • Improve accounting efficiency through Excel automation techniques.

Prerequisites

Recommended:

  • Basic understanding of business concepts
  • Fundamental mathematics knowledge
  • Basic computer skills
  • Interest in accounting and finance

No prior accounting or Microsoft Excel experience is required.

Target Audience

This course is ideal for:

  • Accounts Executives
  • Junior Accountants
  • Finance Executives
  • Bookkeepers
  • Financial Analysts
  • Payroll Professionals
  • Office Administrators
  • Commerce Graduates
  • MBA Finance Students
  • Business Analysts
  • Entrepreneurs
  • Small Business Owners
  • Audit Assistants
  • Administrative Professionals
  • Individuals pursuing careers in accounting and finance

Training Methodology

  • Instructor-Led Interactive Sessions
  • Hands-on Financial Accounting Workshops
  • Microsoft Excel Practical Labs
  • Financial Statement Preparation Exercises
  • Real-World Business Case Studies
  • Excel-Based Financial Reporting Projects
  • Group Discussions and Collaborative Learning
  • Accounting Simulations
  • Capstone Project
  • Practical Assessments and Assignments

Tools Covered

  • Microsoft Excel
  • Excel Formulas and Functions
  • PivotTables and Pivot Charts
  • Financial Dashboard Templates
  • Budgeting and Forecasting Models
  • Financial Statement Templates
  • Bank Reconciliation Worksheets
  • Financial Ratio Analysis Templates
  • Accounting Documentation Formats
  • Excel Reporting and Automation Tools

Key Benefits

  • Master financial accounting with practical Excel-based exercises.
  • Build expertise in journals, ledgers, and financial statement reporting.
  • Automate accounting tasks using powerful Excel formulas and tools.
  • Create professional dashboards for financial reporting and analysis.
  • Improve budgeting and forecasting using Microsoft Excel models.
  • Perform accurate bank reconciliation and period-end accounting tasks.
  • Analyze business performance through financial ratios and reports.
  • Strengthen accounting accuracy with structured reporting practices.
  • Gain practical experience through real-world accounting case studies.
  • Develop job-ready accounting and Excel skills for finance roles.
  

Course Outcomes

After completing this course, participants will be able to:

Master financial principles with practical scenarios.
Master financial principles with practical scenarios.
Record transactions using double-entry bookkeeping.
Record transactions using double-entry bookkeeping.
Prepare financial statements for business reporting.
Prepare financial statements for business reporting.
Perform bank reconciliation & period-end accounting tasks.
Perform bank reconciliation & period-end accounting tasks.
Apply Excel formulas to automate accounting calculations.
Apply Excel formulas to automate accounting calculations.
Build PivotTables and dashboards for financial insights.
Build PivotTables and dashboards for financial insights.
Analyze performance using accounting ratios and Excel.
Analyze performance using accounting ratios and Excel.
Develop budgeting and forecasting models using Excel.
Develop budgeting and forecasting models using Excel.
Improve accounting productivity through Excel automation.
Improve accounting productivity through Excel automation.
Build job-ready accounting and Excel skills for careers.
Build job-ready accounting and Excel skills for careers.
  

Course Outline

Module 1: Introduction to Financial Accounting and Microsoft Excel

Topics Covered

  • Introduction to Financial Accounting
  • Importance of Accounting in Business
  • Introduction to Microsoft Excel
  • Excel Interface and Navigation
  • Workbook and Worksheet Management
  • Accounting Terminology
  • Financial Data Organization
  • Accounting Career Opportunities
  • Business Documentation
  • Financial Reporting Overview

Practical Exercises

  • Navigate Microsoft Excel
  • Organize financial data
  • Create accounting worksheets
  • Understand accounting workflows
Module 2: Business Setup and Accounting Fundamentals

Topics Covered

  • Starting a New Business
  • Business Entity Types
  • Accounting Equation
  • Double-Entry Accounting
  • Debits and Credits
  • Chart of Accounts
  • Accounting Principles
  • Business Transactions
  • Source Documents
  • Accounting Ethics

Practical Workshops

Perform:

  • Create chart of accounts
  • Record opening balances
  • Analyze accounting transactions
  • Apply accounting principles
Module 3: Recording Daily Financial Transactions

Topics Covered

  • Cash Transactions
  • Credit Transactions
  • Sales Accounting
  • Purchase Accounting
  • Accounts Receivable
  • Accounts Payable
  • Expense Recording
  • Revenue Recognition
  • Journal Entries
  • General Ledger Posting

Practical Workshops

Record:

  • Daily transactions
  • Sales and purchase entries
  • Journal entries
  • Ledger posting
Module 4: Trial Balance and Financial Accuracy

Topics Covered

  • Trial Balance Preparation
  • Ledger Balancing
  • Error Detection
  • Error Correction
  • Accounting Controls
  • Supporting Documentation
  • Month-End Review
  • Financial Accuracy
  • Reporting Standards
  • Accounting Best Practices

Practical Workshops

Prepare:

  • Trial balance
  • Ledger reconciliation
  • Error correction reports
  • Financial review
Module 5: Microsoft Excel for Accounting Professionals

Topics Covered

  • Cell Referencing
  • Formatting Financial Data
  • Excel Tables
  • Sorting and Filtering
  • Conditional Formatting
  • Data Validation
  • Basic Formulas
  • Accounting Templates
  • Spreadsheet Protection
  • Excel Productivity Features

Practical Workshops

Build:

  • Accounting worksheets
  • Expense trackers
  • Financial registers
  • Professional spreadsheets
Module 6: Excel Formulas and Financial Functions

Topics Covered

  • SUM and AutoSum
  • IF and Nested IF
  • COUNTIF and SUMIF
  • VLOOKUP and XLOOKUP
  • INDEX and MATCH
  • TEXT Functions
  • Date Functions
  • Financial Functions
  • Logical Functions
  • Error Handling Functions

Practical Workshops

Develop:

  • Automated accounting sheets
  • Lookup reports
  • Financial calculations
  • Dynamic templates
Module 7: Bank Reconciliation and Cash Management

Topics Covered

  • Cash Book
  • Bank Statements
  • Bank Reconciliation
  • Outstanding Cheques
  • Deposits in Transit
  • Bank Charges
  • Interest Adjustments
  • Cash Controls
  • Cash Flow Monitoring
  • Reconciliation Best Practices

Practical Workshops

Prepare:

  • Bank reconciliation statement
  • Cash adjustment entries
  • Cash reports
  • Reconciliation workbook
Module 8: Adjusting Entries and Period-End Accounting

Topics Covered

  • Adjusting Entries
  • Accrual Accounting
  • Prepayments
  • Unearned Revenue
  • Depreciation
  • Amortization
  • Reversing Entries
  • Closing Entries
  • Post-Closing Trial Balance
  • Accounting Cycle Completion

Practical Workshops

Prepare:

  • Adjusting journal entries
  • Closing entries
  • Adjusted trial balance
  • Period-end accounting review
Module 9: Financial Statement Preparation

Topics Covered

  • Income Statement Preparation
  • Balance Sheet Preparation
  • Statement of Owner's Equity
  • Cash Flow Statement
  • Notes to Financial Statements
  • Financial Statement Relationships
  • Financial Reporting Standards
  • Statement Presentation
  • Financial Reporting Accuracy
  • Reporting Best Practices

Practical Workshops

Prepare:

  • Complete financial statements
  • Financial reporting schedules
  • Statement review reports
  • Financial summaries
Module 10: Financial Statement Analysis Using Excel

Topics Covered

  • Financial Ratio Analysis
  • Liquidity Ratios
  • Profitability Ratios
  • Solvency Ratios
  • Efficiency Ratios
  • Trend Analysis
  • Common-Size Statements
  • Comparative Analysis
  • Variance Analysis
  • Business Performance Evaluation

Practical Workshops

Analyze:

  • Financial ratios
  • Trend reports
  • Comparative statements
  • Business recommendations
Module 11: Excel PivotTables, Charts, and Dashboards

Topics Covered

  • PivotTables
  • Pivot Charts
  • Interactive Reports
  • Financial Dashboards
  • Slicers and Timelines
  • Dynamic Charts
  • KPI Reporting
  • Dashboard Design
  • Executive Reporting
  • Data Visualization Best Practices

Practical Workshops

Create:

  • Financial dashboard
  • KPI reports
  • Interactive PivotTables
  • Executive dashboards
Module 12: Budgeting and Forecasting with Excel

Topics Covered

  • Budget Planning
  • Revenue Forecasting
  • Expense Forecasting
  • Cash Flow Forecasting
  • Goal Seek
  • Scenario Manager
  • What-If Analysis
  • Break-Even Analysis
  • Financial Forecast Models
  • Budget Monitoring

Practical Workshops

Develop:

  • Budget workbook
  • Forecast models
  • Scenario analysis
  • Budget variance reports
Module 13: Accounting Automation with Microsoft Excel

Topics Covered

  • Advanced Excel Functions
  • Dynamic Financial Reports
  • Data Validation Techniques
  • Error Checking
  • Automated Templates
  • Workbook Linking
  • Report Consolidation
  • Financial Data Management
  • Productivity Techniques
  • Excel Best Practices

Practical Workshops

Build:

  • Automated accounting reports
  • Consolidated workbooks
  • Financial templates
  • Excel automation solutions
Module 14: Accounting Compliance and Professional Practices

Topics Covered

  • Accounting Standards Overview
  • Financial Documentation
  • Internal Controls
  • Audit Preparation
  • GST Fundamentals
  • Compliance Reporting
  • Professional Ethics
  • Record Management
  • Financial Reporting Best Practices
  • Career Development

Practical Workshops

Prepare:

  • Audit documentation
  • Compliance checklist
  • Financial reports
  • Accounting documentation standards
Module 15: Real-World Financial Accounting and Excel Case Studies

Topics Covered

  • Service Business Accounting
  • Trading Business Accounting
  • Financial Reporting Projects
  • Excel-Based Financial Analysis
  • Business Performance Review
  • Accounting Error Resolution
  • Reporting Challenges
  • Industry Applications
  • Financial Decision Support
  • Best Practices

Practical Workshops

Analyze:

  • End-to-end accounting cases
  • Excel financial models
  • Business reports
  • Process improvement recommendations
Module 16: Capstone Project – Financial Accounting and Excel Reporting

End-to-End Financial Accounting and Excel Project

Participants will:

  • Record complete accounting transactions for a simulated business.
  • Prepare journals, ledgers, trial balances, and adjusting entries.
  • Perform bank reconciliations and period-end closing activities.
  • Generate income statements, balance sheets, and cash flow statements.
  • Build Excel-based accounting workbooks with automated formulas.
  • Create PivotTables, charts, and executive financial dashboards.
  • Perform budgeting, forecasting, and financial ratio analysis.
  • Develop automated financial reports and management summaries.
  • Evaluate business performance using accounting and Excel insights.
  • Present a complete financial accounting and reporting solution.

Join the Course Now!
  

Clients Testimonials

Hear what our learners say about myTectra!

The combination of financial accounting and Excel made this training incredibly practical. I particularly liked the hands-on exercises on bank reconciliation, financial statements, and PivotTables because I could immediately apply them to my daily work. myTectra's trainer explained every concept with patience and relevant examples.
Sadhvika Kumar
Accounts Executive
I had basic Excel knowledge before joining, but this course showed me how to use it effectively for accounting and financial reporting. The budgeting, dashboard creation, and financial analysis modules were well structured, and the practical assignments made the learning experience highly engaging.
Karuna Bhatt
Finance Analyst
This program strengthened both my accounting fundamentals and my confidence with Excel. The sessions on journals, ledgers, adjusting entries, and automated reporting were easy to follow, and the trainer ensured everyone understood the concepts before moving to the next topic. It has definitely improved my workplace efficiency.
Sanjai Rao
Junior Accountant
Finding a course that teaches accounting alongside Excel in a structured manner is not easy. The real-world case studies and financial reporting exercises helped me streamline several manual tasks at work. I appreciate the practical approach followed throughout the myTectra training program.
Sridhar Patel
Senior Accounts Associate

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 30 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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Build Career-Ready Financial Accounting & Excel Skills

Develop job-ready skills in financial accounting, Microsoft Excel, reporting, and financial analysis.