Automate and Verify Financial Statements

About this course

"Automate and Verify Financial Statements" is an intermediate course for finance and data professionals who need to build reliable, dynamic three-statement financial models from raw data. In today's data-driven world, manual and error-prone spreadsheets are a liability. This course will teach you to move beyond them. You will master the advanced Excel formulas and structural techniques required to build a fully automated Profit & Loss Statement, Balance Sheet, and Statement of Cash Flows. Through hands-on labs and expert-led screencasts, you will transform messy transactional data into a sophisticated model that updates dynamically. Using real-world case studies of financial disasters like Archegos Capital, you will learn not just how to build, but how to verify. You will construct reconciliation schedules and perform the critical checks that prove your model is balanced and accurate. The course culminates in a final project where you will build and validate a complete three-statement model, a core skill for any serious financial analyst.