30-day plan · starts now

From stuck on Excel to finance-ready in 30 days.

Learn the ideas, prove you understand them, then do the work in guided Excel and Power BI-style labs. Build practical confidence for Business Analyst and Financial Analyst interviews without buying expensive software.

No random tutorials. No passive watching. One clear, practical path.

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What makes Finance-Ready different

From “I watched it” to “I can build it and explain it.”

A path, not a playlist

Follow a focused sequence built around the finance work employers expect.

Understanding is proven

A lesson only counts when you pass the check and complete the practical work.

Real work in the browser

Build formulas, models, DAX measures and dashboards without paid software.

Week 1 · your focus now

Excel Foundations + Core Finance Functions

Move from hesitant clicking to confident, fast Excel work. By Sunday you can clean a dataset, build a PivotTable, and write the lookup + conditional formulas every finance job assumes you know.

0/19 tasks
Day 1

Excel interface, formulas & formatting

0/4
Day 2

Lookups: VLOOKUP then INDEX/MATCH

0/4
Day 3

Conditional & text/date functions

0/4
Day 4

PivotTables — the finance workhorse

0/4
Day 5

Charts & a mini dashboard

0/3
Understand it first

The theory behind every day

Each day starts with a short, plain-English lesson — what the tool is really doing, the traps that produce wrong numbers, and the sentence to say in an interview. Then a few questions prove you understood it before you tick the day off.

Day 1 theory8 min

How a spreadsheet actually thinks

A spreadsheet is not a table you type numbers into — it is a calculator that remembers relationships. Once you understand references, everything else in Excel is vocabulary.

Read the lesson →
Day 2 theory9 min

Lookups: fetching a value from somewhere else

A lookup answers one question: given this key, what is the matching value in another table? Nearly every finance report is built by joining tables this way.

Read the lesson →
Day 3 theoryLocked · CA$49

Conditional maths, and cleaning data you did not create

Real data arrives dirty. An analyst's value is partly in summarising by condition, and partly in noticing that "North " and "North" are not the same thing.

Unlock for CA$49 →
Day 4 theoryLocked · CA$49

PivotTables: summarising without writing formulas

A PivotTable answers 'this measure, broken down by that attribute'. Understanding that sentence is what lets you go from Excel pivots to Power BI later this month.

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Day 5 theoryLocked · CA$49

Charts and what a dashboard is for

A dashboard is not a wall of charts. It answers, in one screen: are we on track, where are we off, and what should we look at next?

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Day 6 theoryLocked · CA$49

Power Query: cleaning that cleans itself next month

Power Query records your cleaning steps as a recipe. Next month's file goes through the same recipe with one click. This is the difference between doing the work once and doing it forever.

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Day 7 theoryLocked · CA$49

Combining data: append, merge, unpivot

Three moves cover almost every real data-shaping job: stack tables, join tables, and turn a wide report back into tidy rows.

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Day 8 theoryLocked · CA$49

Time value of money: NPV, IRR and PMT

A pound today is worth more than a pound next year. Every investment decision in finance is a version of that one sentence, made arithmetic.

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Day 9 theoryLocked · CA$49

Variance analysis: the job, most days

Nobody is paid to report that a variance exists. You are paid to explain what caused it and what to do — the number is where the work starts.

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Day 10 theoryLocked · CA$49

Three statements and a forecast that holds together

The income statement shows profit, the balance sheet shows position, the cash flow statement shows cash. Profit is an opinion; cash is a fact. A model links all three so one assumption updates everything.

Unlock for CA$49 →
Day 11 theoryLocked · CA$49

Power BI: what it is, and why Excel users get it fast

Power BI is Power Query for loading, a data model for relationships, DAX for calculations and a report canvas for visuals. You already know the first part.

Unlock for CA$49 →
Day 12 theoryLocked · CA$49

The star schema — the answer they are listening for

One fact table of events, surrounded by dimension tables of descriptions, joined one-to-many. If you can explain this clearly you will out-answer most candidates.

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Day 13 theoryLocked · CA$49

DAX and filter context

DAX looks like Excel and behaves differently. The whole language rests on one question: at this moment, which rows am I looking at?

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Day 14 theoryLocked · CA$49

Time intelligence, report design and publishing

Finance reporting is comparison: versus last year, versus budget, year to date. DAX has purpose-built functions for it, and they all depend on a proper date table.

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Day 15 theoryLocked · CA$49

Answering Excel questions like someone who does the job

Technical interviews test explanation as much as knowledge. A tidy 30-second answer beats a rambling three-minute one, every time.

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Day 16 theoryLocked · CA$49

Answering Power BI questions with only weeks of experience

You will not be asked to prove ten years of Power BI. You will be asked whether you understand the model. Be precise about what you have built and clear about the concepts.

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Day 17 theoryLocked · CA$49

Finance questions, and thinking out loud

Finance interviewers care less about the arithmetic than about whether you reason in a structure they can follow.

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Day 18 theoryLocked · CA$49

The capstone, and how to talk about it

One end-to-end project you can explain beats five tutorials you followed. The capstone exists to give every interview answer something concrete to point at.

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Day 19 theoryLocked · CA$49

Mock interview, weak spots, and being ready

Being ready is not knowing everything. It is being able to answer the likely questions calmly, point at something you built, and be honest about the edges.

Unlock for CA$49 →
Do it, don't just read it

Practice labs — a real worksheet, right here

No Excel subscription, no downloads, no cost. Each lab opens a live worksheet in your browser: you type real formulas, they calculate for real, and every step is checked instantly. Your work saves itself.

Days 11–14 · full program

Power BI-style finance lab

Build a star schema, write DAX, add finance visuals and test filter context in a working report canvas.

Unlock with the program — CA$49

And the parts that need the real software?

You never have to pay. Excel for the web is free with any Microsoft account at office.com — PivotTables, charts and every formula in these labs work there. Power BI Desktop is free too — a full download, no subscription, no trial clock. A paid plan is only needed to share a report with other people, and you don’t need that to learn it or to talk about it in an interview.

The full plan

Four weeks, one clear path

Week 1 builds your Excel foundation. Week 2 adds Power Query and real financial analysis. Week 3 takes Power BI from zero. Week 4 is interview drilling and your capstone portfolio piece.

Move from hesitant clicking to confident, fast Excel work. By Sunday you can clean a dataset, build a PivotTable, and write the lookup + conditional formulas every finance job assumes you know.

Day 1

Excel interface, formulas & formatting

0/4
Day 2

Lookups: VLOOKUP then INDEX/MATCH

0/4
Day 3

Conditional & text/date functions

0/4
Day 4

PivotTables — the finance workhorse

0/4
Day 5

Charts & a mini dashboard

0/3
Interview prep

The questions they actually ask

These are the real interview questions for Business Analyst (Finance) and Financial Analyst roles. Tap a question to reveal the answer, then practice saying it out loud — not memorizing, explaining.

Week 4 · put it together

Run a mock interview

Record yourself. It feels awkward and that's exactly why it works — the awkwardness is where the interviews used to fall apart. Do it until it doesn't anymore.

  1. 1

    Intro (10 min)

    Tell me about yourself and why this role.

  2. 2

    Excel (8 min)

    How would you build a budget vs actual report? Explain INDEX/MATCH. What's a PivotTable?

  3. 3

    Power BI (7 min)

    Explain star schema. What's CALCULATE? Measure vs column?

  4. 4

    Finance (5 min)

    NPV vs IRR? Gross vs net margin? How would you investigate a variance?

  5. 5

    Behavioral (5 min)

    Tell me about a time you used data to change a decision.

  6. 6

    Your questions (5 min)

    Ask: What does success look like in the first 90 days? What tools does the team use? What's the biggest analytical challenge right now?

End with your questions for them. "What does success look like in the first 90 days?" and "What tools does the team use day-to-day?" show you're thinking like an insider, not an applicant.

Built from lived experience

“Excel was a wall between me and my potential.”

After courses, tutorials and tutors failed to make the skill stick, Evelyn stopped collecting tips and built the practical learning system she needed: finance-specific, guided, and impossible to complete by passive watching.

Read Evelyn’s story
Founding cohort

One focused month can change the next interview.

The regular CA$149 program brings lessons, mastery checks, guided Excel and Power BI-style labs, financial analysis, and interview practice into one finishable path.

No paid software required. No promise of employment—only a stronger, demonstrable skill set.

Founding launch price

CA$49

CA$149 regular price

See everything included