Excel Crash Course

Our Excel crash course is designed specifically for finance professionals.

How will this Excel Crash Course prep for wall street?

In this course, you will learn everything you need to know to become an Excel “power user” and perform complex financial analysis and financial modeling.  This course is designed for professionals working in investment banking, equity research, corporate development, and other areas of finance or as prep for wall street jobs.

We will take you through step-by-step tutorials that explain how all the various Excel formulas and functions work, and more importantly, how to use them in a spreadsheet that’s performing a complicated financial analysis.  This excel crash course is Wall Street preparation for anyone looking to start or advance their career on the Street.

Basic Financial Analysis Setup

  • Auto sum
  • Ctr + right, crt + shift + right
  • F2. Arrow, ctr + arrow. Escape.  F2 again to edit outside
  • Shit space, ctr space
  • Freeze panes
  • Alt + H + O + W  … or Alt H O I
  • Ctr + 1
  • Alt h fc
  • Copy paste – formulas, values, format
  • Page / print layout

Advanced Financial Analysis Setup

  • Add multiple statements
  • Grouping
  • Add columns
  • Anchor cells
  • Auto sum
  • F4 to repeat
  • Naming Cells
  • Naming worksheets
  • Edit multiple work sheets at once
  • Auditing Ctrl [ and Ctr ] and audit on ribbon
  • Trace Precedents
  • Go to Special – select, press F5, special –constants. Identify all hardcode cells
  • Conditional formatting
  • Dynamic header – attach date to name.  – Concatenate & to add company name
  • Special numbers with “x” of “days” etc, format negatives

Basic Functions & Formulas

  • EOMonth.  Embed with Today() function
  • EDate – adds x months from the start date
  • End of year =DATE(YEAR(date)+N2,12,31)
  • Yearfrac   useful for stub year
  • AVERAGE – (add average column at end)
  • The SUMPRODUCT Function
  • Median
  • IF
  • ABS Functions
  • The MIN & MAX Functions
  • Find and replace

Advanced Functions and formulas

Excel Charts and Graphs

  • Bar
  • Line
  • Combined
  • Stacked
  • Cumulative
  • Average
  • Scales
  • Axis
  • Labeling



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