ADVANCED EXCEL SIMPLIFIED FOR FINANCIAL ANALYSIS & MANAGEMENT REPORTING

Live-Online Training: N 188,125
Classroom Training: N 279,500
3 - 4 participants: 5% discount
5 or more participants: 10% discount

(Available also for Customised Training by Duration, Venue & Fee)

Program Description

This 5-day training program is designed to provide finance professionals, analysts, and managers with the advanced Excel skills necessary for effective financial analysis and management reporting. Excel is an essential tool for anyone working in finance, and this program aims to simplify complex Excel functions and features, making them accessible and practical for financial professionals.

Course Objectives

By the end of this training program, participants will be able to:

• Master advanced Excel functions and formulas relevant to financial analysis.
• Create sophisticated financial models and forecasts.
• Develop interactive dashboards for management reporting.
• Automate repetitive tasks using Excel macros and VBA.
• Improve data visualization and presentation for better decision-making.
• Enhance data analysis skills for financial reporting and strategic planning.
• Solve complex financial problems efficiently using Excel.

Course Content

DAY ONE

Excel Fundamentals Refresher

• Excel interface overview
• Data entry and formatting best practices
• Basic and advanced formulas and functions review
• Data validation and error handling
• Quick tips for efficient Excel navigation
• Excel Referencing
• Use Multiple Workbooks 
• Data Linking Multiple Workbooks
• Conditional and Custom Formats
• Work with Multiple Tables in a relationship
• Uses of Range Names

DAY TWO

Advanced Financial Analysis

• Time value of money calculations (NPV, IRR)
• Financial modeling essentials
• Sensitivity analysis and scenario planning
• Goal seek and solver tools for financial modeling
• Advanced charting techniques for financial data
• Work with Advanced Filters

DAY THREE

Data Analysis and Reporting

• PivotTables and PivotCharts for financial reporting
• Data consolidation and data tables
• Advanced data filtering and sorting
• Subtotal and outline functions
• Customizing Excel's built-in templates
• Use Advanced Functions
• • Use the VLOOKUP and INDEX/MATCH Function, use the IF Function and nested if Function, use the ISERROR Function, use an AND Condition with IF, Use an OR Condition with IF, IFs.

DAY FOUR

Automation and Efficiency

• Introduction to Excel macros
• Recording and editing macros
• Automating repetitive tasks
• Introduction to Power Pivot
• Conditional Analysis
• Advanced Charting
• Scenarios & Seeking Goal
• PivotTables

DAY FIVE

Dashboards and Data Visualization

• Designing interactive financial dashboards
• Using slicers and timelines
• Conditional formatting for data visualization
• Introduction to Power Query 
• Preparing reports for management presentations