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Excel Functions for Finance: Build Better Spreadsheets for Analysis




May 30, 2018 at 1:00 PM (ET)

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Excel is the most powerful tools for financial modeling, forecasting and budgeting. For managers, understanding how to use the specialized functions in Excel will greatly help you make effective financial decisions that impact your department, and improve the bottom-line.

In this comprehensive, 90-minute webinar we'll show you dynamic Excel functions, features and shortcuts that allow you to easily and quickly analyze important financial data. Join us to learn:

  • Formula and function mechanics that make your work easier
  • Essential functions (If, VLookUp, IfError) to automate your workbooks
  • Financial functions to forecast debts and investments
  • How to create charts that put focus on performance and progress

Program Highlights

  • Techniques for Financial Forecasting and Planning

    • Accurately track variances before they become major problems
    • Forecast more precisely for fewer surprises at reporting time
    • Plot cash flows against expenses to support important financial decisions
  • Build Better Spreadsheets for Financial Analysis

    • Make line item accountability less of a mystery for supervisors and managers
    • Compare finance and investment options to make the best financial decisions
    • Strategies to protect & manage multiple sets of forecasting assumptions
  • Minimize Forecasting Errors & Save Time in Excel: Spreadsheet Techniques

    • Use formulas across worksheets to make short work of budgeting
    • Tools to summarize your detailed data into easy-to-read formats
    • Use named ranges to make formula building a cinch
  • Live Q&A Session: Have Your Questions Answered on the Spot!

About The Speaker

Melissa Esquibel:

  • She is a consultant, frequent speaker and Microsoft Certified Trainer
  • Melissa's consulting career spans banking, manufacturing, telecommunications, energy and insurance, which allows her to provide real-world examples and applications. She has enabled everyone from rocket scientists to real estate brokers to put the "productive" back in office productivity software.
  • Since 1991, Ms. Esquibel has assisted a variety of companies and industries with Microsoft Office (Excel, Word, PowerPoint, Access, Outlook) all versions.
  • Melissa has 25+ years experience in information technology with a background in training, technical writing and business risk analysis

Program Benefits

During our 90-minute webinar, our expert instructor will build a budget workbook from a sample chart of accounts using an intermediate set of Excel skills. Participants should be experienced in basic functions (sum, average, count) and comfortable with simple formula building (=A1+B1).


  • None

Delivery Method

  • Group Internet Based

NASBA Field Of Study

  • Accounting - Finance

Program Level

  • Basic Knowledge Required