Masar-Fintechمسار
TECH

Technical skills: Excel, data and AI

Excel from clean sheets to model audit, data and dashboards, and AI for finance with controls.

Stage 1: Beginner 12 episodes

  1. TECH-A1The finance-ready sheetComing soon
  2. TECH-A2Formulas finance actually usesComing soon
  3. TECH-A3From messy export to clean tableComing soon
  4. TECH-A4Pivot tables for financeComing soon
  5. TECH-A5Charts and formatting that say one thingComing soon
  6. TECH-B1Data literacy for financeComing soon
  7. TECH-B2Where finance data livesComing soon
  8. TECH-B3SQL I: ask the databaseComing soon
  9. TECH-C1What an AI assistant is and is notComing soon
  10. TECH-C2Using assistants safelyComing soon
  11. TECH-C3Prompt patterns for financeComing soon
  12. TECH-C4Learn with AI and verifyComing soon

Stage 2: Intermediate 17 episodes

  1. TECH-A6Lookups that matterComing soon
  2. TECH-A7Dynamic arraysComing soon
  3. TECH-A8Modelling standardsComing soon
  4. TECH-A9Building a driver modelComing soon
  5. TECH-A10Scenarios and the switchComing soon
  6. TECH-A11Time-value and date functionsComing soon
  7. TECH-B4SQL II: joins, CTEs and windowsComing soon
  8. TECH-B5Data modelling for reportingComing soon
  9. TECH-B6BI tools in general termsComing soon
  10. TECH-B7Your first dashboardComing soon
  11. TECH-B8Visual grammarComing soon
  12. TECH-C5Checking AI output with controlsComing soon
  13. TECH-C6Data privacy and AIComing soon
  14. TECH-C7AI for finance writingComing soon
  15. TECH-C8Excel with AIComing soon
  16. TECH-C9Analysing data with AIComing soon
  17. TECH-C10Building a simple HTML tool with AIComing soon

Stage 3: Advanced 17 episodes

  1. TECH-A12LET: formulas you can readComing soon
  2. TECH-A13LAMBDA and custom functionsComing soon
  3. TECH-A14Power Query I: import and cleanComing soon
  4. TECH-A15Power Query II: merge, parameters, refreshComing soon
  5. TECH-A16Power Pivot I: the data modelComing soon
  6. TECH-A17Power Pivot II: DAX for financeComing soon
  7. TECH-A18Error-proofing a modelComing soon
  8. TECH-B9Dashboard design for executivesComing soon
  9. TECH-B10Data qualityComing soon
  10. TECH-B11Data governance for financeComing soon
  11. TECH-B12An automated report with controlsComing soon
  12. TECH-C11Automating Excel with AIComing soon
  13. TECH-C12What an AI agent isComing soon
  14. TECH-C13Agents for reconciliationsComing soon
  15. TECH-C14Agents for variance commentaryComing soon
  16. TECH-C15Agents for the closeComing soon
  17. TECH-C16Evaluating AI in financeComing soon

Stage 4: Expert / Leader 8 episodes

  1. TECH-A19Model auditComing soon
  2. TECH-A20Leading Excel at scaleComing soon
  3. TECH-B13The finance data strategyComing soon
  4. TECH-B14Leading analytics in financeComing soon
  5. TECH-C17Governance of AI in financeComing soon
  6. TECH-C18Build versus buy and the cost caseComing soon
  7. TECH-C19Leading AI adoption in financeComing soon
  8. TECH-C20The AI-enabled finance roadmapComing soon