Financial Analysis and Interpretation with Excel

Unlock the power of Microsoft Excel for financial analysis with this comprehensive, hands-on training course. Designed for finance professionals, business analysts, and decision-makers, this course equips you with data-driven financial insights to enhance business performance. Master financial modeling, forecasting, ratio analysis, and dashboard reporting using Excel’s most powerful tools. Gain industry-relevant expertise to analyze financial statements, assess business health, and drive strategic decisions with confidence.

Importance

✔ Master Excel for Financial Analysis & Interpretation
✔ Gain real-world financial modeling skills
✔ Build dynamic financial dashboards & reports
✔ Improve decision-making with advanced data analysis
✔ Learn forecasting, budgeting, & investment appraisal techniques

Course Objectives

By the end of this course, you will be able to:
✅ Perform in-depth financial analysis using Excel functions and tools
✅ Interpret financial statements (Balance Sheets, Income Statements, Cash Flow)
✅ Conduct ratio analysis, trend analysis, and industry benchmarking
✅ Build financial models and forecast future performance
✅ Develop interactive dashboards and data visualizations
✅ Apply risk assessment, scenario analysis, and sensitivity testing
✅ Optimize financial reports using Excel automation & VBA

Course Modules

📌 Module 1: Introduction to Financial Analysis & Excel Essentials

Core financial analysis principles
Excel shortcuts, functions, and formulas for finance

📌 Module 2: Financial Statement Analysis

Deep dive into balance sheets, income statements, and cash flows
Vertical & horizontal analysis for business performance

📌 Module 3: Ratio Analysis & Performance Evaluation

Profitability, liquidity, efficiency, and solvency ratios
Benchmarking against industry standards

📌 Module 4: Financial Modeling & Forecasting in Excel

Building financial models from scratch
Forecasting techniques: moving averages, regression analysis

📌 Module 5: Data Visualization & Dashboard Reporting

Creating professional financial dashboards
Interactive charts, graphs, and pivot tables

📌 Module 6: Risk & Sensitivity Analysis

Scenario planning & Monte Carlo simulation
Identifying financial risks & their impact

📌 Module 7: Budgeting & Investment Appraisal

Capital budgeting techniques (NPV, IRR, Payback Period)
Variance analysis for financial planning

📌 Module 8: Advanced Excel for Finance (Automation & VBA)

Macros & VBA scripting to enhance productivity
Pivot tables & Power Query for financial reporting

Target Audience

This course is perfect for:
✔ Finance professionals & financial analysts
✔ Accountants & auditors looking to enhance Excel skills
✔ Business owners & entrepreneurs managing financial data
✔ Managers & executives making data-driven decisions
✔ Students & graduates in finance, business, and economics

Key Industry Users in Kenya

💼 Banks & Financial Institutions (Equity Bank, KCB, Co-op Bank)
🏛 Government Agencies (National Treasury, Kenya Revenue Authority)
🏢 Corporates & SMEs (Multinational firms, growing businesses)
📊 Audit & Consultancy Firms (PwC, Deloitte, KPMG, EY)
🌍 NGOs & Development Organizations
🎓 Universities & Training Institutions

General Information

Customized Training Options

Tailored Courses: Training is customized to meet specific needs.
Language Proficiency: A strong command of English is required.
Comprehensive Learning: Includes interactive presentations, hands-on exercises, web tutorials, and expert-led discussions.
Certification: Participants receive a recognized certificate upon successful completion.
Flexible Training Locations: Conducted at StepSure Training & Research Institute (STRI) centers, in-house, or online.
Adjustable Course Duration: Course structure and duration are tailored to participant needs.