Advanced Excel for Accounting
and Finance Professionals
08 – 12 September 2025
Sandton Centre
Johannesburg South Africa
Register Now! Limited Seats Available!
Course overview:
In today’s data-driven finance and accounting environments, Microsoft Excel remains the most widely used and essential tool for analysis, reporting, budgeting, and decision-making. While many professionals use Excel regularly, few fully leverage its advanced capabilities to streamline complex tasks, automate processes, and generate insightful financial models and dashboards.
This intensive hands-on course is designed specifically for accounting and finance professionals who want to deepen their Excel expertise beyond the basics. Participants will learn how to apply powerful Excel functions, data analysis tools, and automation techniques to real-world financial and accounting scenarios. The course combines practical exercises, case studies, and best practices to enhance productivity, accuracy, and strategic insight in financial operations.
Course Objectives:
By the end of this course, participants will be able to:
1. Master advanced Excel functions relevant to financial analysis, including logical, lookup, date/time, and financial formulas.
2. Analyze and manipulate large data sets using PivotTables, Power Query, and Power Pivot to create meaningful financial reports.
3. Develop dynamic financial models, including 3-statement models, scenario planning, and sensitivity analysis.
4. Design interactive dashboards with effective data visualization techniques tailored to finance and accounting.
5. Automate routine tasks using macros and basic VBA to improve efficiency and accuracy.
6. Apply Excel in budgeting, forecasting, and variance analysis, including using historical data to make predictive insights.
7. Ensure data accuracy and integrity using Excel’s auditing and error-checking tools.
8. Protect and manage workbooks securely, facilitating collaborative and secure financial reporting.
Who Should Attend:
• Accountants (public or corporate)
• Financial analysts
• Finance managers
• Auditors and internal control officers
• Budget officers and planners
• Tax officers and compliance professionals
• Treasury and cash management staff
• Management accountants
• Professionals preparing for roles requiring financial modeling or advanced reporting
End of the workshop
IN HOUSE AND ONLINE TRAINING
While both In-House and Online training can present with cost-effectiveness and time-efficacy, there are some very specific differences between in-house courses and those based online.
The demand for additional courses by individuals or groups of people is increasing. Still, it depends entirely on the preferences of a person what type of training he or she wants to receive. Online courses and in-house training carry some similarities but they are considered to exhibit some very pivotal differences too. Despite that, both types of learning can be really beneficial for attendees.
For Registration and other Training arrangements,
contact us on the detail below.
SOUTH AFRICA : +27 11 057 6001
TANZANIA Cell: +255 769 688 544
WhatsApp +27 79 574 0389
info@bmktraining.co.za / www.bmktraining.com
