Excel Skills You NEED For FP&A & Accounting

Do you want to master the Excel skills that are essential for success in FP&A (Financial Planning & Analysis) and accounting? In this crash course, I’ll guide you through the most impactful Excel formulas, functions, and shortcuts that every finance professional should know. 🚀

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Whether you’re a beginner or looking to sharpen your Excel skills, this video covers everything from foundational formulas to advanced analysis techniques. You’ll learn:

Data Manipulation and Cleaning: Use functions like FILTER, SORT, and IFERROR to organize and clean your data efficiently.
Core Formulas for Financial Calculations: Master SUM, AVERAGE, IF, COUNT, and more for quick and accurate calculations.
Lookup Functions: Use VLOOKUP and XLOOKUP to retrieve data across multiple tables with ease.
Pivot Tables and Data Visualization: Quickly summarize data and make your reports visually impactful with pivot tables and conditional formatting.
Forecasting and Scenario Analysis: Learn to forecast trends and analyze scenarios using Excel’s forecasting functions and tools.

00:00 Intro
01:08 Bonus Excel tip 1
02:01 Basic Math in Excel
09:46 Dealing with data
13:48 Text and Date functions in Excel
21:39 Bonus excel tip 2
23:45 Using Lookup in Excel
31:24 Bonus Excel Tip 3
34:06 Working with sums and sumifs in Excel
37:32 Conditional Formatting in Excel
40:12 Pivot Tables in Excel
48:13 Bonus Excel Tip 4
48:58 IF and Nested IF functions
52:38 Finance functions in Excel (NPV, IRR and Extended NPV IRR)
56:29 Forecasting in Excel
1:00:30 Bonus Excel Tip 5

📂 Download the Practice File and follow along as we work through real-life examples tailored for FP&A and accounting tasks. By the end of this video, you’ll feel more confident, efficient, and ready to tackle any Excel challenge that comes your way.

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Hope you find the information in the video helpful. If you like to watch more videos in accounting, financial analysis and controller ship, videos that help you directly in doing your job, subscribe to my channel. If you liked the video, I would love if you could LIKE it and leave a comment. If you have any questions or feedback, again leave a comment. Lets stay connected at #learnaccountingfinance.

[mihailwarsavski]

Hey man, I just wanna say I appreciate you making this video. I have an exam in one month and I am about 10 chapters behind 💀💀 in short I haven’t learned a single thing yet and only done 6 short practice questions from the introductory chapter.

I will be forever grateful if this helps me pass. I look forward to learning. Btw any tips? 😅 I am cooked

[jerrydellasala]

For 3B Cell D4: =XLOOKUP($A4&$B4&$C4, '3c - Lookup Data'!$B$3:$B$92 & '3c - Lookup Data'!$C$3:$C$92 & '3c - Lookup Data'!$D$3:$D$92, '3c - Lookup Data'!E$3:E$92)
That formula can then be copied across (to column E) and down with no extra CONCAT column. Replacing & with CONCAT doesn't work, and that formula doesn't need the extra lookup columns.

[ShabanaBeegam-tlvd]

Hai sir,
Could you please provide me your mail id I would like to ask for a help.