Business Analysis with Microsoft Excel

Business Analysis with Microsoft Excel

Business Computing Lab Overview

Using Microsoft Excel, participants perform the core financial tasks every manager and entrepreneur must master: analyzing statements, planning and controlling company finances, making investment decisions, and managing sales and marketing.

Total:  16 sessions –  delivered online with instructor-led computer labs.

Two-hour Computer Lab Sessions:

Part I: Analyzing Financial Statements

  1. Balance Sheet Analysis
  2. Working Capital and Cash Flow Analysis
  3. Statement Analysis
  4. Ratio Analysis

PART II   Financial Planning and Control

  1. Financial Reporting
  2. Budgeting and Planning Cycle
  3. Forecasting and Projections
  4. Measuring Quality

PART III   Investment Decisions

  1. Examining a Business Case: Investment
  2. Creating a Sensitivity Analysis for a Business Case
  3. Planning Profits
  4. Making Investment Decisions Under Uncertain Conditions

PART IV  Sales and Production Analysis

  1. Importing Business Data into Excel
  2. Exporting Business Data from Excel
  3. Analyze QuickBooks Data, Contributions and Margins
  4. Pricing and Costing


At the end of the lab sessions, participants will be able to:

  • Use Excel analysis tools to solve problems throughout the business
  • Build and work with income statements and balance sheets
  • Value inventories and current assets, and summarize transactions
  • Calculate working capital and analyze cash flows
  • Move from pro formas to operating budgets that help guide your management decisions
  • Prepare business cases incorporating everything from discount rates to margin and contribution analysis


The instructor-led lab sessions can be delivered online or in the classroom.  The time frame to complete is 1 to 3 months.


  • No Microsoft Excel experience is required.

Who Should Attend?

Business owners, managers, and professionals with interest in using Microsoft Excel for financial and business analysis.

Enhanced opportunity for career and business success.

Business Analysis with Microsoft Excel

Duration of Time: 1-3 months.
Takeaways: Techniques in business and financial analysis.
Start Dates: Anytime


Participants can perform business and financial analysis with Microsoft Excel.

Certificate and Certification:

Participants can earn a certificate of 30-CPE credits.

Please contact us for pricing and more information.

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