Exam Objectives
The Microsoft Office Specialist: Excel for Business Finance Associate certification demonstrates competency in the fundamentals of preparing financial data for analysis, performing financial analysis, performing loan and investment analysis, and creating financial forecasts. Workbook examples include financial statements and amortization schedules.
An individual earning this certification has approximately 150 hours of instruction and hands-on experience with both Microsoft Excel and business finance, has proven competency at an industry associate-level, and is ready to enter the job market. This individual can perform a wide range of business finance tasks in Excel and apply business finance principles to real-world scenarios, demonstrating proficiency that is directly applicable
to business finance job roles.
Perform Financial Analysis
Import and export financial data in Excel
• Import data from various sources
• Save and export workbooks in various file formats
Clean financial data in Excel
• Remove duplicate data to ensure accuracy
• Delete or hide rows, columns, and cells to simplify data
• Format cells for consistency
Verify financial data integrity in Excel
• Apply Data Validation rules to restrict input
• Identify data outside defined standards or expected
values
• Protect workbooks, worksheets, and cells
Transform financial data in Excel
• Split a single data column into multiple columns
• Use text functions to extract or combine values
• Use date functions to transform transaction dates
• Use Fill features to extend series and patterns
Perform Financial Analysis
Analyze financial statements to calculate variances
in Excel
• Perform horizontal analysis
• Perform vertical analysis
• Calculate budget versus actual variance
• Identify variances that differ from provided benchmarks
Analyze financial statements using Excel formulas
• Prepare financial metrics and pricing analysis
• Calculate financial ratios
• Perform time value of money calculations
Identify and correct errors in financial formulas
• Identify and report formula errors
• Use Formula Auditing features to verify and correct
calculations
Perform Loan and Investment Analysis
Analyze loans
• Calculate loan values using financial functions
• Create loan amortization schedules
• Analyze loan scenarios
Analyze investments
• Calculate bond prices and yields using financial functions
• Create stock valuation models
Create Financial Forecasts
Predict future performance
• Analyze historical data using formulas
• Create a Forecast Sheet
Prepare financial projections
• Apply growth rates
• Project interest payments
• Apply What-If Analysis
• Project cash budgets
Present financial information visually in Excel
• Create dashboards and charts
• Identify and correct errors in charts
• Evaluate and improve accessibility and usability
MOS Overview
Microsoft Office proficiency is more than a basic requirement in the workforce – it’s a powerful advantage. It is an essential skill set for productivity, collaboration, and communication across nearly every industry.
We developed the Microsoft Office Specialist (MOS) certification program to help individuals at any skill level learn, grow, and succeed. Backed by Microsoft, MOS offers multiple levels of recognition and provides hands-on, live-in-the-application testing providing the validation needed to succeed.
MOS Certifications
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