Healthcare Finance Data Analysis in Excel

2.5 CPEComputer Software & Applications

Turn raw healthcare data into financial insights using Excel. This hands-on course teaches you how to structure data, create dashboards, and perform ROI analysis to support data-driven decision-making in healthcare finance.

VIDEO COURSE

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About this course

This course explores how Excel can be used as a powerful tool for analyzing financial data in the healthcare industry. Through immersive, scenario-based learning, students work with real-world datasets to uncover trends, evaluate financial performance, and build models that support strategic decision-making.

Built for professionals working in or alongside healthcare organizations, the course emphasizes practical application over theory. Learners will gain confidence navigating Excel for complex analysis and reporting tasks, while developing a deeper understanding of how data supports operational and financial success in healthcare environments.

Whether you're in finance, operations, or analytics, this course equips you with the tools and mindset needed to turn data into decisions.

What you’ll learn

Upon completion of this course, you will be able to:

To understand healthcare-specific revenue and cost categories
To build structured data tables and dynamic templates
To identify critical financial and operational KPIs in healthcare
To design intuitive dashboards for executive use
To develop cash flow models and ROI analysis for new projects
To incorporate scenario analysis and sensitivity testing

Your instructor

Michael Carroll, CPA, CISA, CISM

Course content

5 lessons · 13 steps · 1h of video

01LESSON 1Course Orientation & Healthcare Industry Context1 item

02LESSON 2Preparing Data for Financial Audit Analysis4 items

03LESSON 3KPI Tracking & Dashboard Creation in Healthcare2 items

04LESSON 4Capital Investment & Financial Modeling Fundamentals4 items

05LESSON 5Final Insights & Real-World Applications1 item

Locked

Final assessment

Course access is required to take this assessment.

20 questions70% to passUnlimited attempts

On course completion: 2.5 CPE and a certificate

Course details

CPE: 2.5
Field of study: Computer Software & Applications
Course level: Not specified
Delivery method: QAS™ Self Study
Prerequisites: Completion of Wisdify’s prior courses in <a id="https://wisdify.com/healthcare-accounting-finance-learning-path-courses/" href="https://wisdify.com/healthcare-accounting-finance-learning-path-courses/" type="link">Healthcare Accounting & Finance</a> (Recommended)
Advance preparation: Not specified
Course content: 5 lessons · 13 steps
Assessment: Final assessment · 20 questions · pass 70%
Completion deadline: 365 days from enrollment
Last updated: July 2025
Registration: A Wisdify account, eligible subscription, and course enrollment are required.