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Microsoft Excel for Accounting, Finance & Financial Analysis (Udemy.com)

Master Functions, Formulas, Tips & Tricks meant specifically for Accounting, Finance & Financial Analysis

Created by: Irfan Sharif ACA ACCA

Last updated August 2025

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What you will learn

  • Accounting functions in Microsoft Excel
  • Finance functions in Microsoft Excel

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Course Description

Microsoft Excel has hundreds of functions and formulas to store, analyze, and alter data efficiently. However, no one really needs to know all of them to be able to work effectively on Excel.

In this course, you will learn key functions that are required most used by Finance and Accounting users when they are working with their business data. These functions include finding, replacing, sorting, filtering, summarizing, and analyzing data. Additionally, you will also learn how to bring in a particular data against a specific row parameter from other excel sheets.


Who should take this course:

  • Accounting students

  • Finance students

  • Accounting professionals

  • Finance professionals

  • Entrepreneurs and Business Owners with Finance knowledge

  • Investors with Finance knowledge


Why you should learn Excel for Finance and Accounting:

This course will change the way you work and will save your hours otherwise spent on complex calculations. You will be able to calculate the values you need for analysis and decisions just by writing small and easy formulas. The rest of your time can then be spent on tasks that matter! 



Prerequisite:

This course expects you to have basic knowledge of Excel, Finance, and Accounting. Let me be more precise on what you should know before starting this course.

Excel:

  • Basic navigation and cell formatting

  • Basic maths functions like plus, minus, multiply and divide

Accounting:

  • Concept of depreciation and methods of depreciation

Finance:

  • Concept of Time Value of Money

  • Present Value and Future Value concept

  • Conversion from present value to future value, and from future value to present value 

  • Concept of Discount factor and Annuity

  • Concept and calculation of NPV

  • Concept of calculation of IRR


Topics Covered:

  • Calculation of depreciation with Excel formulas

  • Calculation of PV and FV with Excel formulas

  • Calculation of NPV with Excel formulas

  • Calculation of IRR with Excel formulas


Money-Back Guarantee: 

Nothing to lose! If you will not be satisfied with the course, Udemy offers 30 days money-back guarantee!


Introduction to the teacher:

Chartered Accountant | 12 years of work experience | 12 years of teaching experience as visiting faculty

I am a Certified Chartered Accountant (ACCA) from the UK with 12 years of professional work and teaching experience and have taught more than 4,000 students in class and 80,000+ students on Udemy!

I have implemented accounting software and ERP at various organizations and have expertise in financial transformation. I have been leading accountancy practice for small and medium-sized entities for the last 4 months and have frequent interaction with entrepreneurs. So I know what exactly do entrepreneurs need to know to well manage their books. So, Microsoft Excel is what I use most of my day! I love this software, not just because it enables us to do a lot with data, but also because it is very simple and easy to use.

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Instructor Details

Irfan Sharif ACA ACCA

Chartered Accountant with 16 years experience in Accounting, Finance, and Business Intelligence. 

I am a Chartered Accountant from ICAEW (Institute of Chartered Accountants of England and Wales) and a Chartered Certified Accountant from ACCA (Association of Chartered Certified Accountants in England) . I also have a Bachelors degree in Commerce. 

I started my professional career with PwC as a Functional Consultant, later moved to at FTSE 100 FMCG as a Finance Manager, then working a General Manager developed an outsourcing hub 'Excelsious' for US and UK accounting firms, and finally cofounded Receipt Bot - an accounting automation company which is automating some tedious aspects of Accounting for clients from 21 countries.

Right from the beginning of my career, my role has been to improve the Accounting and Reporting systems. From automating data entry and bookkeeping to the preparation of interactive business analysis dashboards for the senior management, I have led multiple assignments.

Over my professional career of 16 years, I have been teaching several programs of Accounting and BI at some reputed institutes. Over this time, I have trained 20,000+ students from 50+ countries.

I am absolutely delighted to share my skills and experience with you on the Udemy platform!

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Reviews

4.6

2,223 ratings on Udemy

Select a bar to show only those reviews.Select the bar again to show every rating.

By Clésio Camilo Mate on 12/15/2025

O curso é bom. Mas para o que eu esperava, superou em 75%. Talvez deveria ter optado pelo curso de Excel Avançado ou para uso em arranjos estatísticos. Contudo reconheço que o curso é bom.

By Raden Gregorius Aditya Bhaskara Setijant on 5/30/2025

I have learned a lot from this course. At least, on the beginner level. When I took this course, I had only started to search for deeper Excel knowledge, and this course just helped me in a lot of ways. From saving a lot of time preparing the data, to being able to process financial & accounting data more properly. Definitely worth it.

By Abdullah Hamze on 10/7/2024

This course offers a great walkthrough of Excel efficiency in Finance and Accounting. The formulas were presented in an engaging style. The files were nicely formatted and well-explained. It's another great course from Irfan, and I'm looking forward to the next Excel Course. Thank you for your efforts!

By Esther Sydney on 5/15/2024

The course and purpose of each function was very clearly explained along with some accounting calculation to support the accuracy of the functions. I highly recommend this course to anyone looking to learn or refresh their knowledge of excel and how to apply it for accounting purposes.

By Antonioo Ferri on 2/2/2024

The course is presented well, and the teacher is truly good. The content is delivered in a clear manner, making it easy to grasp the lessons. I genuinely appreciate the effort put into making this course enjoyable. I recommend it. 5*.

By Ellie Cummins on 1/13/2024

Amazing course - very easy to understand, especially for accounting students or professionals. The formulas and functions Mr. Irfan Sharif teaches are simple but so powerful. I know this is going to help me in future jobs!

By Suresh Kumar J on 12/27/2023

The Course went very well through out from beginning to end. Have learnt new concepts and formulas here. Thank you very much..

By Mukaddas Rakhimbaeva on 10/26/2023

Sure, I really loved the explanation way of all features, it may seem really simple for the most but as i have used excel in my office work really less, i didnt know amny features shown above, thank you so much!

By Teena Elsa Shibu on 7/31/2023

The course was perfect for me as finance based student. The classes are so well explained and the best part is I can refer any time for reference as it have life time access. Thankyou so much.

By M E Sachin on 12/12/2020

Great explanation, I liked the manual and then excel formula approach, as from the manual part I got to know the internal working of financial concepts and through excel formula I learned how to arrive at the result quickly.

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Overall Score : 92 / 100