Finance

Workshop Excel & VBA For Financiers

Automate your financial analyses, calculate faster, and reduce errors with Excel and VBA. This intensive workshop allows you to save time by coding simple macros, automating recurring tasks and creating custom interfaces. Specially designed for finance profiles, this program is based on concrete automation cases.

schedule

2 days

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Face-to-face

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Reference — 2007.1

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On request, France

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What you are going to learn

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Write simple macros in VBA to automate frequent Excel tasks.

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Create buttons, menus, and interfaces to simplify the use of your files.

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Structure robust and automated Excel files for financial management.

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Reduce errors and save time in the production of your reports.

What profiles is the training aimed at

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You are a management controller, accountant, treasurer or financial analyst.

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You create Excel files that are recurrent, long or complex to update.

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You want to professionalize your tools without becoming a developer.

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You want to understand and modify VBA code that already exists in your Excel files.

Dive into the heart of the key tools of operational finance

Excel and VBA are a powerful combination for automation in financial environments. You will learn to gain autonomy on concrete subjects, such as file generation, formatting, or data extraction.

Speakers of this session

At Prime Elevate, our trainers are more than just teachers. Above all, they are active BI consultants and Business Analysts, with concrete experience in the Banking, Insurance and Finance sectors. Their mission: to share real, applicable knowledge, and aligned with the business challenges of our customers.

The strengths

      • 100% practical workshop, focused on finance business cases.
        • Examples of automation for the budget, the forecast, the monthly closings.
          • Training accessible with no coding requirements.
          • Reusable work files adapted to your field needs.

Training program

1. Excel fundamentals applied to finance

2. Specialized calculation tools and functions

3. Introduction to programming with VBA

4. VBA programming applied to finance

5. Concrete applications of financial modeling

6. Simulations and risk management

7. Workshop and individualized support

A training course that can be financed 100% via OPCO

Our organization is Qualiopi certified, which allows you to benefit from total or partial support for your training.

Several mechanisms can finance your skills development:
OPCO, Pôle Emploi, company training plans, or even public subsidies.

Need help identifying the right solution for your situation?
Contact us, we will guide you step by step.

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Our learners talk about Prime Elevate

A day that transformed my vision of data analysis. Thank you to the entire Prime Elevate team for their pedagogy, their kindness and this great energy.

Data Analyst
SportsTech

Training: Data & Alteryx

Congratulations to the trainers, who are very educational and have mastered their subjects. The session was of a high quality, and very interactive. Thanks!

Financial director
Bank

Training: Power BI for financial decision makers

Quality training, presenting a lot of innovation in periodic reports.

Management controller
Insurance

Training: Business KPIs and Process Automation

Customized intra-company training

Our programs are available inter- or intra-company, and adaptable to your business challenges. A concrete opportunity to make your employees grow... and your company.

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Why Prime Elevate?

Prime Elevate is much more than a training catalog: it is a strategic lever for transformation for your teams. We combine field expertise, tailor-made support and active pedagogy to sustainably anchor skills. Thanks to a hybrid, concrete and certified approach, we train professionals who are operational, autonomous and ready to meet the challenges of tomorrow.

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Fast transformation

Our courses are designed to respond to the accelerated changes in the market, by developing skills that can be directly mobilized.

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Need for agility

We offer modular and flexible formats, designed to adapt to your operational challenges and your organization.

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Autonomy required

We make your employees change agents, capable of mastering the tools and initiating the transformation of their practices.

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Qualiopi certification

Our processes are Qualiopi certified, guaranteeing a high level of educational requirements and simplified access to OPCO funding.

Our other Data & AI courses

Do you want to go further or train other profiles in your team?
We offer a catalog of complementary training courses, designed to quickly develop operational skills.

Power BI - Beginner Level

Understand the basics of BI, create interactive dashboards, and manage your data independently

LEARN MORE
Alteryx Designer - Beginner Level

Automate data processing without coding, thanks to an intuitive interface and visual workflows.

LEARN MORE
Excel VBA for Financiers

Create tailor-made tools in Excel, automate your complex files and save time on a daily basis

LEARN MORE
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