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FINANCE ACCOUNTING   

Financial Analysis and Financial Modeling Using Microsoft Excel Training

Hands-on Financial Analysis & Financial Modeling Using Microsoft Excel

Build practical skills in financial analysis, financial modeling, Excel-based forecasting, valuation, and business decision-making. Learn through real-world case studies and hands-on exercises to develop career-ready financial modeling expertise.

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Course Overview
  

Course Overview

Financial analysis and financial modeling are essential skills for evaluating business performance, forecasting future outcomes, supporting investment decisions, and driving strategic financial planning. Organizations across industries rely on accurate financial models and insightful analysis to assess profitability, optimize operations, evaluate investments, and make informed business decisions. Microsoft Excel remains the industry's preferred platform for building financial models, analyzing financial statements, creating dashboards, and automating financial reporting.

The Financial Analysis and Financial Modeling Using Microsoft Excel Training by myTectra is a comprehensive instructor-led program designed to help finance professionals, financial analysts, accountants, FP&A specialists, business analysts, and aspiring investment professionals master financial analysis, financial modeling, forecasting, valuation, and business reporting using Microsoft Excel. The course combines accounting principles, advanced Excel techniques, valuation methodologies, predictive analytics, AI-powered Excel capabilities, and real-world financial case studies to build practical, job-ready expertise.

Through hands-on financial modeling workshops, Excel-based assignments, valuation exercises, dashboard creation, forecasting projects, predictive analytics demonstrations, and a comprehensive capstone project, participants will gain the confidence to build dynamic financial models, analyze business performance, automate reporting, and deliver data-driven financial insights.

Course Objectives

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

  • Understand financial analysis principles and financial modeling methodologies.
  • Analyze financial statements to evaluate business performance.
  • Build integrated financial models using Microsoft Excel.
  • Perform ratio analysis and develop business performance KPIs.
  • Forecast revenue, expenses, cash flows, and financial statements.
  • Apply valuation techniques including Discounted Cash Flow (DCF).
  • Conduct scenario analysis and investment evaluation.
  • Create interactive dashboards and executive financial reports.
  • Utilize predictive analytics and AI-assisted Excel features.
  • Support strategic financial planning with data-driven business insights.

Prerequisites

Recommended:

  • Basic understanding of accounting and finance concepts
  • Familiarity with financial statements
  • Basic Microsoft Excel knowledge
  • Interest in financial analysis, forecasting, and business valuation

No prior financial modeling experience is required.

Target Audience

This course is ideal for:

  • Financial Analysts
  • FP&A Analysts
  • Finance Professionals
  • Accountants
  • Investment Banking Professionals
  • Equity Research Analysts
  • Business Analysts
  • Corporate Finance Professionals
  • Budget Analysts
  • Financial Controllers
  • Entrepreneurs
  • MBA Finance Students
  • Commerce Graduates
  • Investment Professionals
  • Anyone seeking expertise in financial modeling using Microsoft Excel

Training Methodology

  • Instructor-Led Interactive Sessions
  • Hands-on Microsoft Excel Labs
  • Financial Modeling Workshops
  • Real-World Business Case Studies
  • AI-Assisted Excel Demonstrations
  • Scenario-Based Financial Analysis Exercises
  • Group Discussions and Collaborative Learning
  • Practical Assignments and Assessments
  • Capstone Financial Modeling Project
  • Interactive Question-and-Answer Sessions

Tools Covered

  • Microsoft Excel
  • Power Query
  • PivotTables and PivotCharts
  • XLOOKUP and INDEX-MATCH
  • Goal Seek
  • Solver
  • Scenario Manager
  • Financial Functions Library
  • Microsoft 365 Analyze Data
  • Microsoft Copilot for Excel (Overview)

Key Benefits

  • Master advanced Excel skills for professional financial modeling tasks.
  • Build integrated financial models for planning and business analysis.
  • Analyze financial performance using proven accounting methodologies.
  • Develop valuation models for investment and corporate finance decisions.
  • Create executive dashboards that communicate financial insights clearly.
  • Apply predictive analytics to improve business forecasting accuracy.
  • Automate financial reporting using modern Excel and AI capabilities.
  • Strengthen decision-making with scenario and sensitivity analysis tools.
  • Gain practical experience through real-world financial case studies.
  • Prepare for finance, FP&A, investment banking, and analyst roles.
  

Course Outcomes

After completing this course, participants will be able to:

Robust financial models using advanced Microsoft Excel.
Robust financial models using advanced Microsoft Excel.
Financial statements to evaluate performance.
Financial statements to evaluate performance.
Forecast business revenue, expenses and cash flows.
Forecast business revenue, expenses and cash flows.
Company valuation using industry-standard methods.
Company valuation using industry-standard methods.
Apply ratio analysis to measure financial health.
Apply ratio analysis to measure financial health.
Executive dashboards for financial reporting and insights.
Executive dashboards for financial reporting and insights.
Scenario analysis to support strategic decisions.
Scenario analysis to support strategic decisions.
Use AI-assisted Excel features to automate analysis tasks.
Use AI-assisted Excel features to automate analysis tasks.
Investment opportunities through capital budgeting.
Investment opportunities through capital budgeting.
Deliver data-driven financial recommendations for growth.
Deliver data-driven financial recommendations for growth.
  

Course Outline

Module 1: Introduction to Financial Analysis and Excel Fundamentals

Topics Covered

  • Course Introduction and Learning Roadmap
  • Financial Analysis Fundamentals
  • Role of Financial Modeling in Business
  • Microsoft Excel Interface for Finance
  • Excel Navigation and Productivity Tips
  • Essential Excel Formulas and Functions
  • Named Ranges and Tables
  • Cell Referencing Techniques
  • Data Validation
  • Financial Modeling Best Practices

Practical Workshops

  • Review financial datasets
  • Practice Excel formulas and functions
  • Build calculation worksheets
  • Apply financial modeling standards
Module 2: Time Value of Money and Financial Mathematics

Topics Covered

  • Time Value of Money (TVM)
  • Present Value (PV)
  • Future Value (FV)
  • Net Present Value (NPV)
  • Internal Rate of Return (IRR)
  • Loan Repayment Calculations
  • EMI Schedules
  • Discounting Techniques
  • Compounding Methods
  • Financial Decision Applications

Practical Workshops

Create:

  • TVM models
  • Loan repayment schedules
  • Investment comparison models
  • Discounting calculations
Module 3: Financial Statement Analysis

Topics Covered

  • Income Statement Analysis
  • Balance Sheet Analysis
  • Cash Flow Statement Analysis
  • Horizontal Analysis
  • Vertical Analysis
  • Common-Size Statements
  • Trend Analysis
  • Revenue Analysis
  • Expense Analysis
  • Financial Performance Evaluation

Practical Workshops

Analyze:

  • Financial statements
  • Revenue trends
  • Cost structures
  • Cash flow performance
Module 4: Financial Ratio Analysis

Topics Covered

  • Liquidity Ratios
  • Profitability Ratios
  • Efficiency Ratios
  • Solvency Ratios
  • Market Value Ratios
  • DuPont Analysis
  • Working Capital Ratios
  • Return Analysis
  • Benchmarking
  • KPI Development

Practical Workshops

Develop:

  • Ratio analysis models
  • KPI scorecards
  • Financial performance reports
  • Industry benchmarking analysis
Module 5: Financial Forecasting and Three-Statement Modeling

Topics Covered

  • Forecasting Principles
  • Revenue Forecasting
  • Expense Forecasting
  • Balance Sheet Forecasting
  • Cash Flow Forecasting
  • Integrated Three-Statement Financial Modeling
  • Assumption Management
  • Circular References
  • Model Integrity Checks
  • Forecast Validation

Practical Workshops

Build:

  • Revenue forecast models
  • Three-statement financial models
  • Dynamic forecasting templates
  • Business planning models
Module 6: Depreciation, Fixed Assets, and Capital Expenditure Modeling

Topics Covered

  • Depreciation Fundamentals
  • Straight-Line Method
  • Declining Balance Method
  • Units of Production Method
  • Fixed Asset Register
  • Capital Expenditure Planning
  • Asset Lifecycle Modeling
  • Capital vs. Revenue Expenditure
  • Asset Disposal Accounting
  • Depreciation Schedules

Practical Workshops

Create:

  • Depreciation schedules
  • Fixed asset models
  • Capital expenditure forecasts
  • Asset lifecycle reports
Module 7: Company Valuation and Investment Analysis

Topics Covered

  • Business Valuation Fundamentals
  • Discounted Cash Flow (DCF) Valuation
  • Comparable Company Analysis
  • Precedent Transaction Analysis
  • Enterprise Value and Equity Value
  • Sensitivity Analysis
  • Scenario Analysis
  • Investment Decision-Making
  • Valuation Reporting
  • Strategic Financial Recommendations

Practical Workshops

Develop:

  • DCF valuation models
  • Sensitivity analysis tables
  • Investment evaluation reports
  • Company valuation templates
Module 8: Financial Dashboards and Data Visualization

Topics Covered

  • Financial Dashboard Design
  • Excel Charts and Graphs
  • Dynamic Charts
  • PivotTables and PivotCharts
  • Slicers and Timeline Filters
  • Maps Charts (Excel 2019+)
  • KPI Dashboards
  • Conditional Formatting
  • Executive Reporting
  • Dashboard Design Best Practices

Practical Workshops

Create:

  • Interactive financial dashboards
  • KPI scorecards
  • Executive reports
  • Business performance visualizations
Module 9: Advanced Excel for Financial Modeling

Topics Covered

  • Advanced Lookup Functions (XLOOKUP, INDEX-MATCH)
  • Dynamic Arrays
  • Logical Functions for Financial Models
  • Financial Functions
  • Named Ranges and Dynamic References
  • What-If Analysis
  • Goal Seek
  • Solver
  • Scenario Manager
  • Formula Auditing and Model Validation

Practical Workshops

Build:

  • Advanced financial models
  • Dynamic forecasting templates
  • Scenario analysis models
  • Error-free financial workbooks
Module 10: Data Import, Cleaning, and Transformation

Topics Covered

  • Importing Financial Data from External Sources
  • Power Query Fundamentals
  • Data Cleaning Techniques
  • Duplicate Management
  • Data Validation
  • Structured Tables
  • Data Formatting Standards
  • Error Handling
  • Data Transformation
  • Financial Data Preparation Best Practices

Practical Workshops

Perform:

  • Financial data imports
  • Data transformation
  • Cleansing financial datasets
  • Preparing data for financial models
Module 11: Capital Budgeting and Investment Appraisal

Topics Covered

  • Capital Budgeting Principles
  • Investment Appraisal Techniques
  • Payback Period
  • Discounted Payback Period
  • Net Present Value (NPV)
  • Internal Rate of Return (IRR)
  • Profitability Index
  • Capital Allocation Decisions
  • Project Risk Assessment
  • Investment Recommendation Reports

Practical Workshops

Develop:

  • Capital budgeting models
  • Investment evaluation templates
  • Project comparison reports
  • Financial recommendation documents
Module 12: Predictive Analytics and Financial Forecasting

Topics Covered

  • Introduction to Predictive Analytics
  • Financial Forecasting Techniques
  • Trend Analysis
  • Moving Average Models
  • Exponential Smoothing
  • Forecast Accuracy Measurement
  • Time Series Analysis
  • Business Forecasting
  • Financial Planning Applications
  • Decision Support Models

Practical Workshops

Create:

  • Forecasting models
  • Trend analysis reports
  • Business projections
  • Financial planning scenarios
Module 13: Machine Learning Applications in Finance

Topics Covered

  • Introduction to Machine Learning
  • Financial Data Preparation
  • Regression Analysis
  • Linear Regression Modeling
  • Predictive Financial Models
  • Risk Prediction
  • AI in Financial Analysis
  • Automated Forecasting
  • Model Performance Evaluation
  • Practical Business Applications

Practical Workshops

Build:

  • Regression models
  • Financial prediction models
  • AI-assisted forecasting examples
  • Machine learning case studies
Module 14: AI-Powered Financial Analysis and Reporting

Topics Covered

  • AI in Microsoft Excel
  • Analyze Data Feature (Microsoft 365)
  • Microsoft Copilot for Excel Overview
  • AI-Assisted Financial Analysis
  • Automated Financial Reporting
  • Intelligent Dashboard Generation
  • AI-Based Scenario Analysis
  • Automated Insights
  • Financial Decision Support
  • Responsible AI Practices

Practical Workshops

Develop:

  • AI-powered reports
  • Automated dashboards
  • Financial insight summaries
  • AI-assisted forecasting models
Module 15: Real-World Financial Analysis and Modeling Case Studies

Topics Covered

  • Corporate Financial Analysis
  • Startup Financial Modeling
  • Budget Forecasting Case Study
  • Business Valuation Case Study
  • Banking Financial Models
  • Manufacturing Financial Planning
  • Cash Flow Analysis
  • Business Performance Evaluation
  • Financial Risk Assessment
  • Industry Best Practices

Practical Workshops

Analyze:

  • Corporate financial statements
  • Business valuation scenarios
  • Investment decisions
  • Financial planning case studies
Module 16: Capstone Project – End-to-End Financial Analysis and Financial Modeling

Comprehensive Industry Project

Participants will:

  • Import, clean, and organize financial data using Microsoft Excel.
  • Analyze income statements, balance sheets, and cash flow statements.
  • Perform financial ratio analysis and business performance evaluation.
  • Build an integrated three-statement financial model.
  • Forecast revenue, expenses, depreciation, and cash flows.
  • Develop Discounted Cash Flow (DCF) valuation and investment models.
  • Perform scenario, sensitivity, and what-if analysis for business planning.
  • Create executive dashboards with KPIs and interactive visualizations.
  • Apply predictive analytics and AI-assisted Excel features for financial insights.
  • Present a complete financial analysis and financial modeling solution with strategic recommendations.

Join the Course Now!
  

Clients Testimonials

Hear what our learners say about myTectra!

Building financial models always seemed complicated until I attended this training. The sessions explained every step clearly, from financial statement analysis to forecasting and valuation. The Excel techniques and real-world case studies helped me create models that I now use confidently in my monthly planning and reporting activities.
Lalit Mathur
Financial Planning & Analysis (FP&A) Analyst
The combination of finance concepts and advanced Excel made this program extremely valuable. Instead of simply learning formulas, we built complete financial models, dashboards, and forecasting templates that reflected actual business scenarios. myTectra has designed a course that is practical, well-paced, and highly relevant for finance professionals.
Manpreet Sandhu
Senior Finance Executive
This course exceeded my expectations because it focused on applying financial analysis rather than just explaining theory. The modules on DCF valuation, scenario analysis, and financial forecasting gave me a structured approach to evaluating investment opportunities. I left with templates and techniques that I could immediately implement in my projects.
Rajee Shetty
Investment Analyst
Every module added something useful to my day-to-day work, whether it was building interactive dashboards, analyzing financial ratios, or preparing executive reports. The trainers encouraged hands-on learning throughout the program, which made even advanced financial modeling concepts easy to understand. I would highly recommend this training to anyone looking to strengthen both finance and Excel skills.
Likith Kumar
Business Finance Manager

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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Advance Financial Analysis & Modeling Skills with Excel

Learn financial analysis, financial modeling, Microsoft Excel, valuation, forecasting, and business decision-making with practical industry projects.