Excel for Finance
Real business cases for analysts targeting IB, PE, FP&A, Equity Research, and Big 4. Led by Chinmaya Amte (Ex-EY, Speaker at 5 IIMs).
Why Excel matters more in the age of AI, not less
AI recalls function names in seconds. What it cannot do is frame the problem, choose the right approach, or validate the output. That judgement sits with the analyst. The analyst who has it directs AI. The one who doesn't gets replaced by it.
Is This You?
Your Excel exists. It just isn't at the level your target role demands.
You know formulas but can't build a model from scratch in an interview.
Tutorials don't look anything like real analyst work at Big 4, IB, or PE.
Your models break when data changes or someone else edits your file.
Targeting IB, PE, FP&A, or equity research and know your Excel isn't there yet.
You can't explain your logic. You just know it works, until it doesn't.
Not sure whether to upskill Excel or lean into AI tools.
12 Cases. Every One from Real Finance.
How an analyst thinks, not which function to memorise.
GDP sector shares and FX conversions. Solved two ways: classical $ anchoring and a single spilled formula.
When XLOOKUP falls short, FILTER takes over. Reshape data from machine-friendly to report-ready.
Model notice periods, EMI schedules, and fiscal year ends. Date arithmetic stops being a mystery.
Capital budgeting from first principles. Wrap the solution in LAMBDA so any team member can reuse it.
One SUM formula driven by TRUE/FALSE arrays. The foundation behind every CFO dashboard and FP&A close pack.
Portfolio reconciliations, GST 2A vs 2B, deal pipeline checks. All the same set theory problem.
Spread a budget across months from one start date. Annual view for investors, monthly for cash flow.
Derive RANKIF from first principles. Build an interactive dashboard that slices by what management asks for.
Every direct Excel function fails here. A number theory trick becomes the elegant, scalable fix.
Separate assumptions from calculations, run sensitivity analysis with data tables, then apply PMT, IRR, NPV, XIRR and Goal Seek to real valuation and investment problems.
From raw messy data to a clean, analysis-ready table. The exact workflow behind every finance data prep task.
Write your first macro using a circular reference problem. The logic behind revolver interest and debt schedules.
Walk Away With Skills That Hold Up at Work
"Loved the session, specially the VBA macros part!"
"Loved the way formulas were explained to understand problems and solution in respect of that."
"VBA macros were very insightful to learn."
"This was most helpful 2-day excel masterclass workshop for my daily work."
"Great and insightful session."
Who's Teaching
Finance professional specialising in Excel and financial modelling. Every case in this programme is drawn from real analyst experience.
Guinness World Record Holder for World's Youngest Female CA. Educator to 1M+ across social media.
FAQ
Build the Excel Finance Roles Demand
June 27 and 28, 2026 · 1:30 PM – 5:30 PM IST · Online · Live
Requires Microsoft 365. Get 1-month free at office.com.