The MO-230 “Microsoft Office Specialist: Excel for Business Finance Associate” exam is going to be released by the end of 2025. It tests the end user on their ability to manage financial information, and create calculations and reports.
The requirements which are needed for this exam are as follows:
Prepare Financial Data for Analysis
Import and export financial data in Excel
Import data from various sources
Save and export workbooks in various file formats
Clean financial data in Excel
Remove duplicate data to ensure accuracy
Delete or hide rows, columns, and cells to simplify data
Format cells for consistency
Verify financial data integrity in Excel
Apply Data Validation rules to restrict input
Identify data outside defined standards or expected values
Protect workbooks, worksheets, and cells
Transform financial data in Excel
Split a single data column into multiple columns
Use text functions to extract or combine values
Use date functions to transform transaction dates
Use Fill features to extend series and patterns
Perform Financial Analysis
Analyze financial statements to calculate variances in Excel
Perform horizontal analysis
Perform vertical analysis
Calculate budget versus actual variance
Identify variances that differ from provided benchmarks
Analyze financial statements using Excel formulas
Prepare financial metrics and pricing analysis
Calculate financial ratios
Perform time value of money calculations
Identify and correct errors in financial formulas
Identify and report formula errors
Use Formula Auditing features to verify and correct calculations
Perform Loan and Investment Analysis
Analyze loans
Calculate loan values using financial functions
Create loan amortization schedules
Analyze loan scenarios
Analyze investments
Calculate bond prices and yields using financial functions
Create stock valuation models
Create Financial Forceasts
Predict future performance
Analyze historical data using formulas
Create a Forecast Sheet
Prepare financial projections
Apply growth rates
Project interest payments
Apply What-If Analysis
Project cash budgets
Present financial information visually in Excel
Create dashboards and charts
Identify and correct errors in charts
Evaluate and improve accessibility and usability
Conclusion
We hope that the above information will allow you to be able to prepare for the MO-230 “Microsoft Office Specialist: Excel for Business Finance Associate” exam. For more information about this exam, please read our blog article about this exam.
All of the information you need about this requirements, and to assist you with taking this exam, please see our MO-230 Excel for Business Finance Associate exam preparation video course.
