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Core Financial Analysis · LearnSpace
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Core Financial Analysis

Курс от Microsoft
Средний≈ 10 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

In this intermediate-level specialization, you will develop foundational financial analysis techniques using Excel, Power BI, and AI tools. You'll learn to evaluate budget variances, analyze financial ratios, decode financial statements, and calculate margins while leveraging AI tools to accelerate your workflow. Through hands-on exercises with real financial data, you'll build the analytical foundation needed for advanced FP&A work. This course is for financial analysts, FP&A professionals, and business analysts with 1–3 years of experience. By the end of this course, you will be able to apply variance analysis formulas for budget gap detection using Excel, evaluate financial ratios against industry benchmarks, assess financial statements using AI-powered insights, and investigate margin erosion and cost drivers using Power BI analytics. This course requires Power BI Desktop, which runs on Windows PCs or Macs with Parallels Desktop. Microsoft 365 online can be used as an alternative, though the desktop version is recommended for full feature access. Microsoft Copilot is optional but enhances several activities with AI-powered insights.

Навыки, которые вы освоите

Power BIVariance AnalysisFinancial AnalysisExcel FormulasMicrosoft ExcelAI EnablementFinancial ModelingTrend AnalysisPerformance AnalysisFinancial DataFinancial AcumenAI WorkflowsFinancial PlanningProfit and Loss (P&L) ManagementFinancial Statement AnalysisBudget ManagementFinancial StatementsBusiness AnalyticsMicrosoft CopilotData Visualization

Программа курса

13 модулей · 70 учебных материалов

01Budget Variances: Flag Budget Gaps5 материалов
Why Budget Variance Analysis MattersВидеоExcel Variance Formulas GuideЧтениеBuild Your Variance Detection ModelВидеоHands-on Activity: Create a Variance Analysis TemplateЧтение

Учитесь у экспертов

Microsoft

Преподаватель курса

Core Financial Analysis
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Обучение откроется на Coursera
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Обучение на Coursera

≈ 10 ч

13 модулей

Язык: Английский

Часть программы вашего университета
Knowledge Check: Variance FormulasЗадание
02Budget Variances: Analyze Root Causes5 материалов
From Guesswork to AI‑Powered InsightsВидеоPower BI Decomposition Tree GuideЧтениеNavigate Variance Drivers with AIВидеоHands-on Activity: Investigate Budget OverrunsЧтениеKnowledge Check: Root Cause AnalysisЗадание
03Budget Variances: Evaluate Materiality5 материалов
Focus on What Matters MostВидеоMateriality Frameworks for Financial AnalysisЧтениеBuild an Escalation MatrixВидеоPrioritize Variance InvestigationЗаданиеKnowledge Check: Materiality ConceptsЗадание
04Budget Variances: Communicate Findings6 материалов
From Numbers to NarrativeВидеоWriting Effective Variance CommentaryЧтениеCreate Professional Variance ReportsВидеоDraft Variance CommunicationЗаданиеKnowledge Check: Variance CommunicationЗаданиеGraded Quiz: Budget Variance AnalysisЗадание
05Ratio Analysis: Calculate and Benchmark5 материалов
Why Ratios Tell the Financial StoryВидеоEssential Financial Ratios GuideЧтениеBuild Your Ratio Analysis DashboardВидеоHands-on Activity: Complete Ratio AnalysisЧтениеKnowledge Check: Ratios and BenchmarksЗадание
06Ratio Analysis: Identify Performance Trends5 материалов
The Story Hidden in Ratio TrendsВидеоTrend Analysis TechniquesЧтениеVisualize Ratio Trends in Power BIВидеоInvestigate Ratio DeteriorationDIALOGUEKnowledge Check: Trend AnalysisЗадание
07Ratio Analysis: Create Board-Ready Summaries6 материалов
Speaking the Board's LanguageВидеоExecutive Summary Best PracticesЧтениеDesign Your Board PresentationВидеоBuild Executive SummaryЗаданиеKnowledge Check: Executive CommunicationЗаданиеGraded Quiz: Financial Ratio AnalysisЗадание
08Calculate Product Margins and Profitability5 материалов
The Hidden Profit-KillerВидеоDAX Margin Calculations GuideЧтениеBuild Product Margin MeasuresВидеоHands-on Activity: Create Margin ModelЧтениеKnowledge Check: DAX MarginsЗадание
09Cost Drivers in Margin Analysis6 материалов
Becoming a Margin DetectiveВидеоPower BI Key Influencers for Margin AnalysisВидеоCost Driver Categories and AnalysisЧтениеInvestigate Margin ErosionВидеоPresent Margin FindingsDIALOGUEKnowledge Check: Cost Driver AnalysisЗадание
10Margin Detective: Drive Action6 материалов
From Analysis to ImpactВидеоProfitability Framework: From Analysis to ActionЧтениеCreate Your Margin Recovery PlanВидеоMargin Improvement PlanЗаданиеKnowledge Check: Action PlanningЗаданиеGraded Quiz: Margin AnalysisЗадание
11Financial Statements: AI-Powered Analysis6 материалов
AI Transforms Financial AnalysisВидеоPower BI Copilot for Financial AnalysisВидеоEffective Prompting for Financial InsightsЧтениеAnalyze Income Statements with Copilot ВидеоHands-on Activity: Investigate EBIT DeclineЧтениеKnowledge Check: AI-Powered AnalysisЗадание
12Financial Statements: Build Analysis Templates6 материалов
Work Smarter with TemplatesВидеоAdvanced Conditional Formatting GuideЧтениеBuild Your Analysis TemplateВидеоHands-on Activity: Create Your Financial Analysis ModelЧтениеKnowledge Check: Template DesignЗаданиеGraded Quiz: Financial Statement AnalysisЗадание
13Project Module: Integrated Financial Analysis4 материалов
Your Quarterly Close ChallengeВидеоProject Brief and RequirementsЧтениеIntegrated Analysis WorkflowВидеоComplete a Quarterly Financial ReviewЗадание