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DATA ANALYTICS CERTIFICATE PROGRAMS

Data Analytics Certificate Programs for Accounting and Finance Professionals

Data analytics skills are no longer optional for accounting and finance professionals - they are a career differentiator. Surgent's Data Analytics Certificate Programs teach CPAs, auditors and finance professionals how to use Excel, Power BI and Power Query to extract insights, automate reporting and deliver more value to their organizations. Complete a program to earn a Credly digital badge and certificate you can share with employers and clients.

Browse data analytics certificate programs

Choose the program that matches your skill level and learning goals.

Certificate Program

Core Data Analytics: Excel and Power BI Skills for Accounting and Finance Professionals

A ten-part on-demand webcast series covering the Power BI tools in Microsoft Excel that accounting, auditing and finance professionals need for self-service data analysis. Complete all ten modules to earn your certificate and Credly digital badge.

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Certificate Program

Data Analytics with Power Query: Mastering ETL Skills

A twelve-module on-demand series focused on Power Query - the ETL tool that extracts, transforms and loads data without any coding required. Learn to connect to multiple data sources, automate cleanup and build repeatable reporting processes. Complete all modules to earn your certificate and Credly digital badge.

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Certificate Program

Data Analytics - How Can We Implement

A foundational program covering the strategic and practical aspects of implementing data analytics in accounting and finance environments. Learn how organizations use data to outperform competitors and develop the skills to lead that transformation at your firm or organization.

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WHY DATA ANALYTICS SKILLS MATTER

Set yourself apart. Future-proof your career.

Data analytics is no longer the exclusive domain of data scientists. Accounting and finance professionals who develop these skills can uncover insights in financial statements, reduce costs, identify process improvements and manage risk more effectively - delivering more value to their firms and clients than ever before.

Save time on reporting

ETL tools like Power Query can complete data preparation tasks that previously took hours - in a fraction of the time.

Uncover what sampling misses

Data analytics tools can identify trends and patterns across entire data sets - not just the small samples traditional methods allow.

Demonstrate job-ready skills

A Credly digital badge from a Surgent Data Analytics Certificate Program signals to employers and clients that you have the skills to deliver value from day one.

Earn CPE credits while you learn

All Data Analytics Certificate Program modules qualify for NASBA CPE credit toward the Computer Software field of study.

UNDERSTANDING THE TOOLS

What is Power BI? What is Power Query?

These two Microsoft tools form the foundation of modern data analytics for accounting and finance professionals. Here is how they differ and why both matter.

Power BI

Power BI is a business analytics solution that transforms data into visually appealing, interactive presentations. It connects to a wide variety of data sources - including Excel spreadsheets, cloud-based documents and on-premises data - and turns them into coherent, shareable insights.

Key benefits

  • Works with large data sets that Excel cannot handle
  • Significantly more data analysis options than Excel alone
  • Reports can be shared in web browsers or apps - readers do not need Excel or Power BI to access them
  • Ideal for routine, standardized reporting with a single source of truth

Power Query

Power Query is an ETL (extract, transform, load) tool built into Excel that allows users to import data from many different sources, then clean and reshape it without any coding. Set up a query once and reuse it for monthly or repeated reports - saving significant time on routine data preparation.

Key benefits

  • No coding required - intuitive user interface
  • Connects to hundreds of data sources including websites, internal folders and Excel files
  • Automates reporting down to a single refresh click
  • Ideal for ad-hoc reporting and data cleanup at scale
Browse Data Analytics Certificate Programs
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