Excel

Intermediate

As a final-year BCom Actuarial Science student, I have developed solid Excel skills through academic projects and personal learning. I regularly use Excel for modeling, data analysis, and small-scale automation tasks, and I am actively expanding my capabilities.

Formulas & Functions

Comfortable with nested formulas and combining multiple functions

Experience with lookups (VLOOKUP, INDEX/MATCH), and text/date functions

Basic understanding of statistical and financial functions

Data Analysis

Use of Pivot Tables for summarizing data

Application of data validation and conditional formatting

Introduction to Power Query for transforming datasets

Scenario modeling with Goal Seek and basic Solver usage

VBA Programming

Wrote small VBA scripts to automate repetitive Excel tasks

Designed basic user forms for guided input

Used VBA for simple reporting and formatting automation

Introduced error handling and file interactions

Financial & Actuarial Modeling

Built simple insurance models for life and general products

Modeled financial statements and budgets in coursework

Conducted sensitivity analysis using input variables and charts

Used Excel to support IFRS 17-related modeling in mock projects

Visualization & Dashboards

Creating clear, formatted charts

Building summary dashboards using slicers and form controls

Designing print-optimized sheets for presentation

Exploring dynamic chart techniques and interactivity

Integration & Workflow

Importing data from CSV, Excel, and databases

Automating PowerPoint and Word document generation using VBA

Outlook integration for task automation (basic)

Using SharePoint/Teams for document management

Good Practices

Clear separation of inputs, calculations, and outputs

Use of comments and documentation within formulas and VBA code

Organized sheets with consistent layout and naming conventions

Ongoing Development

Practicing more advanced formulas and dynamic array functions (e.g. XLOOKUP, LET)

Studying VBA for broader automation use-cases

Learning Power BI and Tableau to complement Excel analytics

Reading Excel community blogs and tutorials

Excel remains an essential tool in my learning and practical work, and I aim to use it more effectively in larger modeling and reporting workflows as I progress in my actuarial and analytics career.