What’s Included in Our Practical Experience End-to-End Finance Operations with Excel

If you are looking to start a career in finance but don’t yet have hands-on experience, our Starter Finance Course is designed to bridge that gap.

This course teaches you how entry-level finance roles actually work — and how to complete the key tasks using Microsoft Excel.

It is practical, structured, and based on real workplace processes. This course teaches you not just finance theory, but how to perform real finance tasks using Excel — exactly as you would in an entry to senior-level finance role.

Who Is This Course For?

This course is ideal if:

• You want to move into a Finance Assistant or Accounts role

• You are applying for entry-level finance positions

• You understand basic Excel but haven’t used it in a finance setting

• You want practical experience to discuss confidently in interviews

• You want to understand how a finance department operates

If you already perform reconciliations, produce profit and loss reports, and manage ledgers professionally, this course may be below your current level.

https://www.youtube.com/watch?v=S4TcSjyC4HQ

Outcome Of Course

Learners will:

• Understand entry-level finance roles

• Perform real finance tasks in Excel

• Create structured financial spreadsheets

• Understand month-end process

• Be interview-ready for:

  • Finance Assistant

  • Accounts Assistant

  • Purchase Ledger Clerk

  • Sales Ledger Clerk

  • Credit Controller

What You Will Learn

The course follows the real flow of an entry-level finance role — from invoicing through to reporting.

Below is a full overview of the syllabus so you can assess your current knowledge.

1️⃣ Introduction to Finance Departments

• How a finance department is structured

• Accounts Payable vs Accounts Receivable

• Purchase Ledger and Sales Ledger

• Month-end process overview

• Key finance terminology

You will understand how all finance tasks connect together.

2️⃣ Invoicing (Sales Ledger)

• What an invoice is

• Payment terms and due dates

• VAT basics

• Tracking customer payments

• Creating a professional invoice template in Excel

• Automatically calculating VAT and totals

You will build your own invoice spreadsheet.

3️⃣ Purchase Ledger (Accounts Payable)

• Recording supplier invoices

• Tracking payment deadlines

• Understanding liabilities

• Monitoring outstanding invoices

• Creating a purchase ledger tracker in Excel

• Using formulas to flag overdue payments

You will learn how businesses manage what they owe.

4️⃣ Bank Reconciliations

• What a bank reconciliation is

• Matching transactions

• Identifying discrepancies

• Understanding cash control

• Creating a reconciliation spreadsheet

• Highlighting unmatched transactions

This is a core entry-level finance responsibility.

5️⃣ Credit Control & Aged Debtors

• Chasing overdue payments

• Calculating days overdue

• Creating ageing reports

• Understanding cash flow impact

• Building an automated aged debt report in Excel

You will learn how businesses manage incoming cash.

6️⃣ Profit & Loss Reporting

• Understanding revenue and expenses

• Gross profit vs net profit

• Structuring a simple P&L

• Calculating margins

• Using Excel to summarise financial performance

You will build a basic Profit & Loss statement.

7️⃣ Budget vs Actual & Financial Reporting

• Variance analysis

• Percentage difference calculations

• Monthly reporting basics

• Creating summary reports

• Presenting financial data clearly

You will understand how finance supports decision-making.

What Makes This Course Different?

This course does not just explain theory.

You will:

✔ Use Excel templates that mirror real finance tasks

✔ Create working finance spreadsheets

✔ Learn the terminology used in interviews

✔ Understand how finance tasks flow from start to finish

✔ Gain practical examples to discuss with employers

By the End of This Course You Will Be Able To:

• Explain how a finance department operates

• Create and manage invoice trackers

• Record supplier invoices

• Perform basic reconciliations

• Create aged debt reports

• Structure a basic Profit & Loss statement

• Discuss finance processes confidently in interviews

💡 Do You Need This Course?

You likely need this course if:

• You are applying for entry-level finance roles

• You have theoretical knowledge but no practical experience

• You don’t fully understand reconciliations or ledgers

• You cannot confidently explain the finance workflow

If you already perform these tasks professionally, you may be ready for more advanced finance training.