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UdemyFinance & AccountingPaid courseAll LevelsCertificate

Excel for Finance & FP&A: Analysis, Forecasting, Modeling (Udemy.com)

Learn professional Excel techniques for FP&A — forecasting, budgeting, variance analysis & dynamic financial modeling.

Created by: Rushan Rafiq

Last updated June 2026

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What you will learn

  • Build dynamic Excel models for real-world FP&A (Financial Planning & Analysis) scenarios, including forecasting and variance analysis.
  • Analyze financial performance using data-driven techniques to uncover insights and trends.
  • Apply advanced Excel tools (Power Query, formulas, automation) to streamline FP&A workflows.
  • Develop bottom-up and top-down financial forecasts with scenario and sensitivity analysis.
  • Design clean, professional Excel models that can be easily updated and shared with management.
  • Strengthen your FP&A fundamentals—linking business drivers, budgets, and performance metrics.
  • Translate raw financial data into actionable insights that influence business decisions.
  • Gain the Excel and analytical confidence needed to advance your career in FP&A or finance.

How it compares

Against the other 376 rated Udemy courses in Finance & Accounting on CourseDuck:

  • Rating4.5 out of 5higher than 47% of them
  • Reviews458#193 of 377 by number of reviews
  • Length6 hourslonger than 57% of them
  • Last updatedJune 2026more recently than 71% of them

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Course Description

Are you looking to elevate your Excel skills and learn how finance teams use them to analyze data, forecast performance, and drive smarter business decisions?

This course teaches you how to combine finance fundamentals with modern Excel automation tools — including Power Query, dynamic formulas, and structured modeling techniques — to transform how you work with data and build professional-grade financial models.

You’ll learn to design an end-to-end FP&A model that connects multiple entities, automates updates, and enables quick scenario testing — just like in real corporate environments. Along the way, you’ll also explore principles of forecasting, how to collaborate across departments, and manage stakeholder expectations during budget and review cycles.

By the end of this course, you’ll be able to:

  • Build a consolidated Profit & Loss (P&L) model for multiple entities

  • Use Power Query to clean, combine, and transform data automatically

  • Develop flexible forecasting and budgeting templates driven by assumptions

  • Perform variance, sensitivity, and scenario analyses with ease

  • Understand the people and process side of FP&A — including alignment, communication, and collaboration best practices

Whether you work in finance, accounting, analytics, or business operations, this course gives you the tools, techniques, and mindset to bridge technical Excel skills with real-world business impact and automation efficiency.

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Instructor Details

Rushan Rafiq

Rushan is a business, finance, and data analytics professional with over 15 years of experience across the Middle East and North America.

I’ve worked in FP&A, commercial finance, business controlling, forecasting, demand planning, and performance analysis. Throughout my career, I’ve led teams, built analytical models and reporting solutions, and helped business leaders make better decisions using data.

My expertise includes Excel, Power Query, Power BI, financial analysis, forecasting, and business planning. However, my courses are not focused only on tools or theory. They are designed to help you understand the underlying concepts and apply them to practical, real-world business situations.

I’m passionate about breaking down complex topics into short, clear, and easy-to-understand lessons. My goal is to help professionals and students build practical business, finance, and data skills without unnecessary complexity or fluff.

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Reviews

4.5

458 ratings on Udemy

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By Allan Kiyemba on 9/20/2026

The course instructor explains so clearly and makes it simple for a learner to understand, the course is precise and straight to the point.

By Ashiq shariff on 7/30/2026

you are so good actually im an acca affiliate i was aware with the concepts before itself just needed to know the excel side of it and now after completion im pretty much confident although i am not as fast as you are but i am sure that with practice i can do it quicker thank you

By Matthew Ferguson on 6/30/2026

The material covered was thorough and helpful however the supplied documents to follow along with did not match what was shown in each video. This is especially prevalent and frustrating during the Power Query section as I was not able to follow along on my own.

By Erin Lockwood on 6/25/2026

The instructor goes a little fast, I find myself pausing and rewinding a lot. And also the practice files already have a lot of the steps done so I have just been creating my own so I can actually go through the steps with the instructor instead of just watching. I submitted a question on the message board and was responded to VERY quickly which was very nice. The instructor also made sure that I had the answer I needed and didn't just give a quick answer then ignore me. The instructor does a really good job at providing ALL the clicks needed. I have run into other instructional videos where they just assume you know how to get to where they got and it can be very frustrating, this instructor is not frustrating at all. The instructor is both descriptive and succinct, I am not listening to a half an hour of fluff to get to the meat of the course which is very nice. Halfway through and I have already learned a lot and have already started applying it to my current position at work and am very happy with the way the course is going so far.

By Mifras Amanulla on 6/24/2026

Excellent course with clear explanations, practical examples, and useful real-world applications. The content was easy to follow and provided valuable knowledge that I can apply immediately. Excellent lecturer. Highly recommended.

By Sarayu Sonkavelly on 4/19/2026

This course developed my confidence and gave me the initial level of competency required to do FP&A work. Now I hope to put it to practice!

By Pedro on 4/3/2026

Fantastic course. The instructor is very clear I would appreciate if we had, for every resource, a file for exercise and another for solutions. The first few lessons provide this but the files for modules 3 and 4 are only available with all the solutions already worked on them. Perhaps they are slowly being added. This would make the course even better Thank you!

By S T on 3/27/2026

After an FP&A internship and while preparing for another, this course was a good refresher on key concepts and how to implement it in Excel. Would have loved an unsolved data sheet we could work on at the end of the course :)

By Michael Welsh on 3/7/2026

All of the files were already complete; I would either have to create a new workbook or delete some of the data to follow along. Some of the dates did not change, had to manually change them. The biggest issue is he goes so fast that you have to replay the video many times to figure out what he did. He is very knowledgeable about the subject, I did learn a lot and look forward to getting into a FP&A position.

By Muthhar Bubere on 3/7/2026

This training is so much beneficial to me, that I can't put it in words. Thank you so much Roshan Rafique for delivering FP&A through excel exercises.

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Overall Score : 90 / 100