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Excel for Finance & FP&A

Excel for finance and FP&A: budgets, variance reports, scenarios, NPV and IRR, unit economics and a clean three-sheet financial model.

28 lessons · about 9 h · 13 lessons are free

0 of 28 lessons done

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Who it is for

Financial analysts, FP&A and controlling teams, finance managers and founders who build budgets, forecasts and business cases.

What you will be able to do

  • Build a budget-versus-actual report that updates when the data changes
  • Evaluate projects and loans with PMT, NPV, IRR and XIRR, and explain the result
  • Model best, base and worst scenarios behind one switch and use Goal Seek for break-even
  • Structure a model with separate inputs, calculations and checks, so a colleague can audit it

Lessons in this path

  1. 1The SUM FunctionFreelesson15 min
  2. 2The IF FunctionFreelesson15 min
  3. 3The VLOOKUP FunctionFreelesson15 min
  4. 4Your First FormulaFreelesson15 min
  5. 5Absolute References ($)Freelesson15 min
  6. 6Mixed ReferencesFreelesson15 min
  7. 7Named RangesFreelesson15 min
  8. 8References Between SheetsFreelesson15 min
  9. 9Multiple Conditionslesson15 min
  10. 10XLOOKUPFreelesson15 min
  11. 11INDEX + MATCHFreelesson15 min
  12. 12PivotTable: Grouping Dates and % of Grand Totallesson20 min
  13. 13Calculated Fields and Report Filterslesson25 min
  14. 14Choosing the Right ChartFreetheory and quiz15 min
  15. 15Waterfall, Bubble Charts and Sparklineslesson25 min
  16. 16Loans: PMT and Total InterestFreelesson15 min
  17. 17Savings: FV and PVlesson15 min
  18. 18Payback: NPV and IRRlesson15 min
  19. 19RATE, NPER and XIRRlesson20 min
  20. 20Goal Seeklesson15 min
  21. 21P&L and Cash Flow: Profit Is Not Cashlesson25 min
  22. 22Unit Economics: Do We Make Money on One Customer?lesson25 min
  23. 23Scenario Analysis: a Worst / Base / Best Switchlesson25 min
  24. 24Spread, Correlation, and Forecastinglesson15 min
  25. 25Separating Inputs from CalculationsFreelesson20 min
  26. 26Dependency Auditing and Check Totalslesson25 min
  27. 27Project: Family Budgetproject30 min
  28. 28Project: Coffee Shop Financial Modelproject45 min

Interview-style questions

Typical tasks and questions for this role. Each one is taught in a lesson of the path.

  1. Walk me through the difference between profit and cash. How would you show it in a workbook?

    Learn it in: P&L and Cash Flow: Profit Is Not Cash

  2. Two projects have the same IRR but different NPV. Which one do you recommend and why?

    Learn it in: Payback: NPV and IRR

  3. How would you build a model that switches between worst, base and best case with one cell?

    Learn it in: Scenario Analysis: a Worst / Base / Best Switch

  4. What price do we need for a break-even of 1,000 units? Show how you would find it without trial and error.

    Learn it in: Goal Seek

  5. How do you structure a financial model so that someone else can review it?

    Learn it in: Separating Inputs from Calculations

Practice

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