Course Description
Advance your financial acumen with the Financial Analysis Using Excel Masterclass, a globally accredited executive program offered by Step Sure Training & Research Institute (STRI) – Africa’s premier leader in professional capacity building. Designed for modern finance professionals, this transformative course empowers you with the tools and skills to harness Microsoft Excel for in-depth financial analysis, powerful modeling, and strategic decision-making. Whether you’re a CFO, analyst, or entrepreneur, you’ll gain actionable insights, master Excel’s dynamic capabilities, and build high-impact financial solutions that drive real-world business success.
Course Objectives
• Excel Mastery for Finance – Gain expert-level proficiency in Excel to build financial models, conduct forecasting, budgeting, and trend analysis.
• Transform Data into Insights – Extract, structure, and analyze data using pivot tables, lookups, and dashboards for accurate financial interpretation.
• Model Business Scenarios – Build dynamic what-if simulations, break-even models, and cash flow forecasts to support executive decisions.
• Enhance Reporting and Visualization – Develop visually compelling, interactive financial reports using charts, slicers, and conditional formatting.
• Automate Financial Processes – Leverage Excel macros and automation tools to eliminate repetitive tasks and improve efficiency.
• Harness Financial KPIs – Monitor business performance through key financial indicators that support strategic cost control and budget planning.
• Strategic Forecasting and Planning – Perform variance analysis, ROI evaluations, and time-series forecasting for effective planning.
• Ensure Accuracy and Reliability – Apply robust data validation, auditing, and error-checking techniques to protect financial data integrity.
Course Modules
Module 1: Excel Essentials for Financial Analysts
• Master fundamental Excel features, formulas, and functions customized for financial analysis.
• Navigate the Excel interface with advanced shortcuts and productivity tips.
Module 2: Financial Modeling Fundamentals
• Construct comprehensive financial statements including income statements, balance sheets, and cash flow models.
• Create logical, scalable models to support informed financial decisions.
Module 3: Dynamic Data Analysis and Forecasting
• Use pivot tables, XLOOKUP, VLOOKUP, and advanced logical functions.
• Apply regression and time-series techniques for predictive analysis.
Module 4: KPI Dashboards and Data Visualization
• Design executive dashboards with slicers, charts, sparklines, and scorecards.
• Implement data storytelling techniques to present key insights to stakeholders.
Module 5: Budgeting, Costing, and Variance Analysis
• Build reusable budgeting frameworks and cost analysis tools.
• Conduct detailed variance analysis to identify inefficiencies and savings.
Module 6: Scenario and Sensitivity Analysis
• Use Excel’s Goal Seek, Data Tables, and Scenario Manager for in-depth analysis.
• Model investment and strategic planning scenarios with sensitivity testing.
Module 7: Macros and Automation for Finance
• Learn to record and write basic VBA macros.
• Automate financial workflows and reporting tasks to increase accuracy and speed.
Key Beneficiaries / Users
• Corporate Finance Teams and CFOs
• Financial Controllers and Business Analysts
• Internal Auditors and Accountants
• SME Owners, Entrepreneurs, and Startups
• Donor-Funded Project Finance Managers
• Government Budget and Planning Officers
• Professionals in Risk, Compliance, and Strategic Planning
• Investment Analysts and Financial Advisors
General Information
• 5-Day Intensive Training – Available onsite or online for maximum flexibility
• Practical Learning Resources – Includes Excel templates, workbooks, financial models, and case studies
• Real-World Projects – Solve finance challenges using authentic business scenarios
• 6-Month Expert Mentorship – Ongoing guidance to support post-training implementation
• Accredited Certification – Gain a recognized certificate of excellence to enhance your professional profile
• Device Rental Support – Onsite equipment options for seamless participation
• Comprehensive Hospitality – Full accommodation, meals, and refreshments for physical attendees
• Multi-City Accessibility – Attend in Nairobi, Kampala, Kigali, Dar es Salaam or participate virtually
Contacts
Email: info@stepsureresearchinstitute.org
Call or WhatsApp: +254 723 482 495 | +254 757 155 287
Website: www.stepsureresearchinstitute.org