In this course, explore advanced Excel functions and techniques designed specifically for financial planning and analysis (FP&A). The course covers topics from mastering INDEX XMATCH and dynamic array functions such as FILTER, UNIQUE, DROP, and TAKE.
Carl Seidman—a FP&A advisor, fractional CFO, adjunct professor, and Microsoft MVP in Excel—shows you how to translate numbers into actionable strategies as you identify potential cash flow crises and master the art of building accurate cash flow forecasts.
Explore ways you can effectively address the growing need for efficiency, accuracy, and actionable insights in modern FP&A workflows. In this course, Carl Seidman shows you how to connect and automate data import from various sources into Excel.
Financial planning and analysis (FP&A) is a rapidly evolving field within corporate finance and one of the most important functions of any successful finance department. While there are a number of different data visualization tools that support FP&A, most companies rely on Microsoft Excel.
Explore the capabilities of Microsoft’s AI-powered Copilot in Excel in this course tailored for financial planning and analysis professionals. Discover how AI can streamline complex financial tasks, from predictive modeling and budgeting to dynamic dashboards and reporting.
Many financial professionals fail to present and communicate effectively. They overwhelm their audiences with complex content, leaving them confused. The ability to connect with an audience and communicate clearly is vital to the success of both the practitioner and the organization.
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