Master Excel for Finance and FP&A By Christian Martinez

I am doing a Video course to help aspiring FP&A analysts learn Excel.

This is the content for day 1.

Hope you enjoy!

Master Excel for Finance and FP&A Free Course Day 1 — YouTube

Welcome to Day 1: Setting Up Excel for Success

If you are an aspiring FP&A analyst, this course will equip you with the essential Excel tools to master financial reporting, analysis, and modeling. Over the next 30 days, you will learn Power Query, Python in Excel, Conditional Formatting, Pivot Tables, and much more.

Today, we begin with the fundamentals: setting up Excel for optimal performance, enabling key settings, and customizing workflows for efficiency.

Key Excel Setup and Optimization

1. Removing Gridlines for Cleaner Financial Models

Gridlines can make financial models look cluttered. Here’s how to toggle them on and off:

• Navigate to View tab
• Uncheck Gridlines to remove them
• Check Gridlines to restore them

More shortcuts here!