Controller Series: Technology – Must Have Excel Competencies
The Controller Series: Technology – Must-Have Excel Competencies course focuses on the essential Excel skills that finance and accounting professionals use to analyze data, improve efficiency, and support decision-making. It emphasizes practical tools and techniques that controllers and accounting teams can apply in real-world scenarios.
CPE Credit
1.0 Hours
DELIVERY METHOD
Self-Study (On Demand)
LEVEL
Basic
PREREQUISITES
None
PRICING
$119.50 per year
Course Description
The Controller Series: Technology – Must-Have Excel Competencies course provides accounting and finance professionals with practical Excel skills required to manage, analyze, and present financial data effectively. This course focuses on applying Excel tools and functions to streamline workflows, improve accuracy, and enhance reporting capabilities within a controller’s role.
Participants will explore commonly used Excel features that support data organization, analysis, and automation. The course highlights how to use Excel more efficiently in day-to-day accounting tasks, helping professionals reduce manual effort and improve the reliability of financial information.
Through focused instruction and applied examples, this course reinforces the importance of Excel as a core technology competency for modern controllers and finance professionals.
What You’ll Learn
By the end of this course, you will be able to:
- Apply essential Excel functions to analyze financial data
- Use formulas and tools to improve efficiency in accounting workflows
- Organize and structure data for accurate reporting and analysis
- Analyze large datasets using Excel features commonly used in finance roles
- Apply techniques to reduce errors and improve data integrity
- Use Excel to support financial decision-making and reporting processes
Who This Course Is For
This course is designed for:
- Controllers and assistant controllers
- Accounting and finance professionals
- Financial analysts and reporting professionals
- CPAs seeking to strengthen Excel-based data analysis skills
- Professionals responsible for financial reporting and data management
Key Topics Covered
- Core Excel functions used in accounting and finance
- Data organization and structuring techniques
- Financial data analysis using Excel tools
- Formula-based calculations and efficiency improvements
- Techniques for improving accuracy and reducing manual errors
- Practical Excel applications for reporting and decision support
Why This Course Matters
Excel remains one of the most widely used tools in accounting and finance, making strong Excel competencies essential for controllers and financial professionals. This course helps bridge the gap between basic spreadsheet use and practical, job-relevant application, enabling professionals to work more efficiently and confidently with financial data.
Developing these Excel skills can improve productivity, reduce errors, and support more effective financial analysis and reporting. For deeper guidance on Excel capabilities and best practices, refer to Microsoft’s official Excel training resources.
You may also explore more courses in this area through our Computer Software & Applications CPE courses to continue building your technical and analytical skills.
Pricing & Access
$119.50 per year — Unlimited CPE Access
When you enroll, you receive full access to all courses in our catalog for one full year, including this course and every other available offering.
Unlike many CPE providers, we do not charge by the credit hour and we do not impose course expiration dates. Once you’re enrolled:
- All courses are included — no per-course or per-credit fees
- Your access lasts for a full year from your enrollment date
- Your completed course certificates remain available in your portal
- You can complete courses at your own pace, on your own schedule
This single annual enrollment gives you the flexibility to earn CPE hours when you need them — without worrying about expiring credits or additional costs.
Frequently Asked Questions
Is this course NASBA-compliant?
Yes. This course meets NASBA CPE requirements.
How is the course delivered?
On-demand, self-study format with quizzes for knowledge checks.
Can I complete this course at my own pace?
Yes. You may start, stop, and resume the course as needed.
