Coursera

Excel Financial Statement Modeling and Bookkeeping Automatio

Grow your skills with Coursera Plus for $239/year (usually $399). Save now.

Coursera

Excel Financial Statement Modeling and Bookkeeping Automatio

Included with Coursera Plus

Learn more

Gain insight into a topic and learn the fundamentals.
Advanced level

Recommended experience

1 week to complete
at 10 hours a week
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
Advanced level

Recommended experience

1 week to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

What you'll learn

  • Create balanced journal entries using double-entry bookkeeping principles.

  • Verify financial statement accuracy through trial balance analysis.

  • Link and balance three-statement financial models in Excel.

  • Apply spreadsheet functions to automate financial calculations.

Details to know

Shareable certificate

Add to your LinkedIn profile

Recently updated!

April 2026

Assessments

20 assignmentsÂą

AI Graded see disclaimer
Taught in English

See how employees at top companies are mastering in-demand skills

 logos of Petrobras, TATA, Danone, Capgemini, P&G and L'Oreal

Build your Finance expertise

This course is part of the Excel Financial Modeling Mastery: In-Depth Training Professional Certificate
When you enroll in this course, you'll also be enrolled in this Professional Certificate.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate from Coursera

There are 4 modules in this course

This module provides a hands-on journey into financial integrity. Learners will explore why accuracy is critical before mastering double-entry principles and using the trial balance as a diagnostic tool. They will learn to investigate, trace, and fix discrepancies with multi-step correcting entries. The module culminates in a hands-on project where learners manage the entire verification process in a simulated business scenario, solidifying their ability to ensure the accuracy and integrity of financial statements from start to finish.

What's included

4 videos3 readings4 assignments

This module builds your foundational financial analysis skills. You will first master the "language of business"—the three core financial statements—using real-world case studies to understand their critical importance. You will then apply this knowledge by calculating and interpreting powerful diagnostic ratios, such as gross margin and the current ratio. Using spreadsheets and analyzing real competitors like Coca-Cola and PepsiCo, you will learn to transform raw financial data into actionable insights, enabling you to accurately judge a company’s true financial health and performance.

What's included

4 videos4 readings5 assignments

This module takes you from financial modeling theory to professional-level execution. You’ll start with the "why," learning the critical connections between the three financial statements through real-world case studies. Then, you'll move to hands-on application, using guided screencasts to build a dynamic, formula-driven model in Excel, linking the statements step-by-step. Finally, you will master the skills of a professional by learning to audit your work, troubleshoot errors, and deliver what matters most: a perfectly balanced and reliable financial model that demonstrates true integrity.

What's included

6 videos6 readings6 assignments

In this module, you will build a professional-grade financial model from the ground up. You will first transform raw transactional data into a dynamic Profit & Loss statement and Balance Sheet using advanced Excel formulas. With the core statements built, you will then shift to verification. By constructing the Statement of Cash Flows to bridge the other statements, you will master the art of reconciliation. This ensures every component ties out, resulting in a model that is proven to be balanced, reliable, and accurate.

What's included

4 videos4 readings5 assignments

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.

Instructor

Professionals from the Industry
366 Courses51,989 learners

Offered by

Coursera

Why people choose Coursera for their career

Felipe M.

Learner since 2018
"To be able to take courses at my own pace and rhythm has been an amazing experience. I can learn whenever it fits my schedule and mood."

Jennifer J.

Learner since 2020
"I directly applied the concepts and skills I learned from my courses to an exciting new project at work."

Larry W.

Learner since 2021
"When I need courses on topics that my university doesn't offer, Coursera is one of the best places to go."

Chaitanya A.

"Learning isn't just about being better at your job: it's so much more than that. Coursera allows me to learn without limits."
Coursera Plus

Open new doors with Coursera Plus

Unlimited access to 10,000+ world-class courses, hands-on projects, and job-ready certificate programs - all included in your subscription

Advance your career with an online degree

Earn a degree from world-class universities - 100% online

Join over 3,400 global companies that choose Coursera for Business

Upskill your employees to excel in the digital economy

Frequently asked questions

Âą Some assignments in this course are AI-graded. For these assignments, your data will be used in accordance with Coursera's Privacy Notice.