EXCEL SOLUTIONS FOR ACCOUNTANTS
“Optimizing Accounting Tasks with Advanced Excel Functions, Tools, and Automation”
Course Schedule
| Date | Venue | Fees (Face-to-Face) |
|---|---|---|
| 03 – 05 Mar 2025 | Doha, Qatar | USD 2495 per delegate |
Course Introduction
Microsoft Excel is an indispensable tool for accounting professionals, enabling the preparation, analysis, and presentation of financial data with accuracy and efficiency. However, most users only scratch the surface of Excel’s powerful features. This course is designed to elevate accountants’ Excel capabilities, equipping them with advanced tools to streamline processes, reduce errors, and increase productivity.
This hands-on, intensive 3-day course focuses on real-world Excel applications for accounting and finance. Participants will master functions for financial analysis, reconciliation, budgeting, and reporting—while learning time-saving tips, error-checking methods, and automation tools including pivot tables, formulas, conditional formatting, and macros.
Course Objectives
By the end of this course, participants will be able to:
• Use advanced Excel formulas for accounting calculations, reconciliations, and variance analysis
• Design and automate financial reports and dashboards using pivot tables and charts
• Apply data validation, conditional formatting, and error-checking functions
• Automate repetitive accounting tasks using templates and macros
• Improve accuracy, transparency, and presentation of financial data
Key Benefits of Attending
• Learn Excel features tailored specifically for accounting workflows
• Minimize manual data entry and reduce spreadsheet errors
• Gain confidence in preparing automated reports and audit-ready templates
• Save time with productivity shortcuts and customized functions
• Enhance data analysis, visualization, and presentation skills
Intended Audience
This program is designed for:
• Accountants and accounting assistants
• Financial analysts and budgeting officers
• Auditors and internal controllers
• Finance professionals seeking to boost Excel efficiency
• Anyone responsible for preparing and reviewing financial reports in Excel
Individual Benefits
Key competencies that will be developed include:
• Financial modeling and report automation in Excel
• Use of formulas like VLOOKUP, INDEX/MATCH, SUMIFS, IFERROR, and XLOOKUP
• Dashboard creation using pivot tables, slicers, and data visualization tools
• Practical use of macros and templates for recurring accounting tasks
• Data integrity, error-checking, and validation best practices
Organization Benefits
Upon completing the training course, participants will demonstrate:
• Increased efficiency in monthly closing, reconciliation, and reporting
• Standardized and professional Excel-based reporting templates
• Reduced risk of errors in financial spreadsheets
• Greater productivity in accounting and finance departments
• Improved audit readiness and documentation control
Instructional Methdology
The course follows a blended learning approach combining theory with practice:
• Strategy Briefings – Financial use cases of Excel functions and best practices
• Case Studies – Accounting scenarios for reconciliations, reporting, and budgeting
• Workshops – Hands-on exercises with templates and live datasets
• Peer Exchange – Sharing of Excel tips and templates used in different industries
• Tools – Custom Excel workbooks, templates, and macros provided for continued use
Course Outline
Detailed 3-Day Course Outline
Training Hours: 07:30 AM – 3:30 PM
Daily Format: 3–4 Learning Modules | Coffee breaks: 09:30 & 11:15 | Lunch Buffet: 01:00 – 02:00
Day 1: Excel Fundamentals for Accounting Professionals
- Module 1: Spreadsheet Structure and Navigation (07:30 – 09:30)
• Layout standards, named ranges, and workbook organization - Module 2: Essential Formulas for Accountants (09:45 – 11:15)
• SUMIFS, IF, IFERROR, ROUND, TEXT, DATE, and logical functions - Module 3: Lookup and Reference Functions (11:30 – 01:00)
• VLOOKUP, XLOOKUP, INDEX & MATCH, INDIRECT - Module 4: Workshop – Monthly Reconciliation Template (02:00 – 03:30)
Day 2: Data Analysis, Reporting, and Automation
- Module 1: Pivot Tables and Data Summarization (07:30 – 09:30)
• Creating pivot tables, pivot charts, slicers - Module 2: Conditional Formatting and Data Validation (09:45 – 11:15)
• Error flags, data controls, highlight rules - Module 3: Automating Reports with Formulas and Dynamic Ranges (11:30 – 01:00)
• Dynamic named ranges, array formulas, data consolidation - Module 4: Workshop – Budget vs Actual Dashboard (02:00 – 03:30)
Day 3: Advanced Tools, Auditing, and Macros
- Module 1: Workbook Auditing and Troubleshooting (07:30 – 09:30)
• Formula auditing, trace precedents/dependents, error checking - Module 2: Introduction to Macros for Accountants (09:45 – 11:15)
• Recording macros, basic VBA concepts, task automation - Module 3: Importing, Cleaning, and Preparing Data (11:30 – 01:00)
• Power Query basics, text functions, data transformation - Module 4: Certification and Wrap-Up (02:00 – 03:30)
• Final review, course evaluation, and certificate distribution
Certification
Participants will receive a Certificate of Completion in Excel Solutions for Accountants, validating their ability to efficiently use Excel for financial analysis, reporting, reconciliation, and process automation in accounting environments.