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Excel Financial Statement Modeling and Bookkeeping Automation · LearnSpace
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Excel Financial Statement Modeling and Bookkeeping Automation

Курс от Coursera
Продвинутый≈ 12.3 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

Unlock the foundation of financial modeling by mastering how to construct, reconcile, and automate integrated financial statements in Excel. This course demystifies the complex world of financial reporting, teaching you the essential skills to create accurate, reliable financial models from the ground up. Starting with the fundamental principles of double-entry bookkeeping, you'll learn how to build dynamic Income Statements, Balance Sheets, and Cash Flow Statements. You'll discover how financial statements interconnect, how to apply spreadsheet functions to automate calculations, and how to implement formula-driven checks to detect and correct potential misstatements. By the end of this course, you'll have the skills to create transparent, auditable financial models that form the backbone of professional financial analysis. Whether you're an aspiring financial analyst, accountant, or business professional, this course provides the critical skills needed to ensure financial data integrity and accuracy.

Навыки, которые вы освоите

Financial StatementsFinancial AnalysisReconciliationBookkeepingVerification And ValidationExcel FormulasFinancial ModelingFinancial Statement AnalysisAccountingBalance SheetCash FlowsAuditingFinancial AccountingIncome StatementSpreadsheet SoftwareFinancial ReportingMicrosoft Excel

Программа курса

4 модулей · 66 учебных материалов

01Bookkeeping: Verify Financial Accuracy14 материалов
Welcome to the Course! Your First Challenge: A Transaction QuestionDIALOGUEHigh-Stakes AccountingВидеоThe Foundation: Understanding Double-Entry BookkeepingЧтениеCrafting Journal Entries: From a Cash Sale to an Equipment PurchaseВидео

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Преподаватель курса

Excel Financial Statement Modeling and Bookkeeping Automation
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Обучение на Coursera

≈ 12.3 ч

4 модулей

Язык: Английский

Субтитры: Дари, Пушту

Часть программы вашего университета
Hands-On Learning: Recording Business TransactionsЗадание
Knowledge Check: Debit and Credit RulesЗадание
The Ripple Effect of a Single ErrorDIALOGUE
Beyond the Numbers: Why a Balanced Trial Balance MattersВидео
A Troubleshooter's Guide to Trial Balance ErrorsЧтение
From Ledger to Trial Balance: A Step-by-Step GuideВидео
The Art of Correction: Adjusting Journal EntriesЧтение
Investigating DiscrepanciesDIALOGUE
Hands-On Learning: Preparing and Analyzing a Trial BalanceЗадание
Financial Accuracy Verification ProjectЗадание
02Financial Statements: Analyze and Apply Key Ratios15 материалов
Why Bother with Financial Statements?DIALOGUEWhen Statements Tell a Story: The Fall of SearsВидеоThe Three Pillars: Income Statement, Balance Sheet, and Cash FlowЧтениеHow to Navigate a 10-K Report?ВидеоHow the Statements Connect: A Quick GuideЧтениеHands-On Learning: Classifying Financial InformationЗаданиеKnowledge Check: Statement FundamentalsЗаданиеBeyond the Numbers: How to Benchmark Financial RatiosЧтениеCompetitive Edge: How Ratios Reveal Company SecretsВидеоDefining and Understanding the Key RatiosЧтениеCalculating Gross Margin and Current Ratio in a SpreadsheetВидеоInterpreting the NumbersDIALOGUEHands-On Learning: Calculate Ratios for a Tech GiantЗаданиеInvestment DecisionЗаданиеFinancial Analysis ProjectЗадание
03Balance Financial Statements: the Flow21 материалов
Why a Balanced Model is Non-NegotiableDIALOGUEThe High Cost of a Simple Error: The London Whale StoryВидеоThe Three Financial Statements (Corporate Finance Institute)ЧтениеTracing the Flow: From Net Income to Retained Earnings and CashВидеоTracing the Complete Flow: Transactions and Non-Cash ChargesЧтениеHands-On Learning: Drafting an Explanatory Email to a SupervisorЗаданиеThe "Closing the Books" ChallengeЗаданиеThe Risk of Static Models vs. Dynamic ModelsЧтениеThe Core Principles of Dynamic LinkingВидеоIllustrated Guide: Linking Net IncomeЧтениеLink Depreciation Across the StatementsВидеоIllustrated Guide: The Final Link - Ending CashЧтениеTalk Through Your Linking StrategyDIALOGUEHands-On Learning: Describing the Linking SequenceЗаданиеThe Forensic Audit ChallengeЗаданиеThe Moment of Truth: Why Balancing is the Final Check?ВидеоNavigating a Real-World 10-K: The Microsoft ExampleЧтениеTroubleshooting 101: Common Balancing ErrorsВидеоMy Model Won't Balance!DIALOGUEHands-On Learning: Identifying and Resolving Logical InconsistenciesЗаданиеBuild, Explain, and BalanceЗадание
04Automate and Verify Financial Statements16 материалов
AI Coach: The Goal of Full AutomationDIALOGUEBlueprint for Automation: Structuring Data and StatementsЧтениеThe Unbreakable Link: Connecting P&L to Balance SheetВидеоStep-by-Step Guide: Building the Dynamic P&L with SUMIFSЧтениеHow-To: Building the Balance Sheet Shell and SchedulesВидеоHands-On Learning: Automate the P&L and Balance Sheet ShellЗаданиеKnowledge Check: Automation and LinkingЗаданиеAI Coach: The Goal of Full AutomationDIALOGUEThe Logic of Reconciliation: Lessons from Nomura and ArchegosЧтениеExplaining Investing and Financing Activities (CFI & CFF)ВидеоStep-by-Step Guide: Building the Cash Flow from Operations (CFO)ЧтениеHow-To: Building the CFI, CFF, and Final Cash LinkВидеоAI Coach: Find the Error in the ModelDIALOGUEHands-On Learning: Construct and Link the Full Statement of Cash FlowsЗаданиеKnowledge Check: Reconciliation and VerificationЗаданиеBuild and Verify the Complete 3-Statement ModelЗадание