Excel for Financial Analysis Beyond Basic Formulas
Ray Evans
Overview:
Financial professionals know that data is only as valuable as your ability to analyze it.
In this dynamic webinar, Excel expert Ray will guide you through 8 essential functions that separate basic spreadsheet users from true financial modeling experts. Whether you're projecting future values, analyzing conditional data, or looking up critical information, these tools will become your new secret weapons.
You'll Learn How To:
- Master time calculations with DATEDIF (Excel's hidden date difference gem)
- Project investment growth accurately using FV (Future Value)
- Apply smart conditional analysis with AVERAGEIF, COUNTIF & COUNTIFS
- Build decision-making logic into your sheets with the versatile IF function
- Find data instantly using both VLOOKUP & HLOOKUP (and when to use each)
Why you should Attend:
Why This Matters for Finance Professionals:
- Move beyond basic spreadsheets to true analytical tools
- Reduce manual work in financial reporting and forecasting
- Make more confident decisions with accurate, automated calculations
- Impress stakeholders with professional, dynamic financial models
Perfect For: Accountants, Financial Analysts, Investment Professionals, Bankers, and anyone who uses Excel for financial decision-making.
Ray's webinars replicate the in-person classroom experience and include a professional Learning Guide with practical hands-on exercise files, providing a superior learning and knowledge retention experience for attendees.
- Harness the full potential of your software investment
- Time-Efficient Power Learning with Focused Topics
- Practical Hands-On Skill Enhancement with High Retention
- Supporting Resources, Learning Guide and Practice Files
- Improved Productivity, Quality and Error Minimisation
- Up-to-Date Current Knowledge Transfer
- Professional Development Recognised for Career Advancement
- Interactive Experience Through Chat and Live Interaction
- Rapid Return on Investment
Areas Covered in the Session:
- FV - Future value
- IF - Returns one value if TRUE, another if FALSE
- AVERAGEIF - Average with condition
- COUNTIF - Counts cells matching a condition
- COUNTIFS - Counts cells matching multiple conditions
- DATEDIF - Returns difference between dates
- HLOOKUP - Horizontal lookup
- VLOOKUP - Vertical lookup
Who Will Benefit:
- Anyone using Artificial Intelligence and Microsoft Office from fields including Government, Business, Education, Accounting, Banking, Finance, Investment, Bookkeeping, Consulting, Tourism, Hospitality etc
Speaker Profile
Ray Evans blends a professional, easy-going style with a strong grasp of adult learning-shown in his broad mix of classroom, seminar, workshop, and live-online delivery, plus the practical materials that support them.
Backed by Microsoft certifications, he teaches more than 2,500 topics across Artificial Intelligence, Copilot, ChatGPT, DeepSeek, Excel, Access, Outlook, Project, PowerPoint, Word, Visio, and Publisher.
He also holds qualifications in Frontline Management, Accounting, Training and Assessment, and is certified in Six Sigma business-improvement methodology.
Since 1990, Ray has trained over 40,000 students, business owners, and executives and authored extensive training and procedural documents, complex reports, and engaging web content-demonstrating strong communication skills and exceptional knowledge transfer.
To provide the best learning and knowledge retention experience for attendees, Ray’s unique and engaging webinars replicate the in-person classroom experience and include:
A comprehensive step-by-step Learning Guide
Demonstrations and practical exercises
Exercise files; and
Productivity techniques