This course expands the topic of automating monthly, quarterly, and yearly financial reporting processes to building automated AND interactive financial reports for report users. In Part I, we discovered how to set up automated financial reports in Excel based on a system report or system data, and how to transcribe them into formal financial reports.
In this second course, we introduce some advanced Excel skills for building interactive dashboards with clickable buttons for detailed drill-down. In addition, we discuss 3 crucial elements in financial report modeling: Parameters, Validation, and User Guide. We culminate by introducing ways to auto-update narratives in financial reports. This course serves as a review for accounting and finance professionals who need to sharpen their Excel skills in building interactive monthly/quarterly/yearly financial reports.
Although each course may be taken individually, this is part 2 of 3.
1. Automated Financial Reporting In Excel: One-Click Reports
2. Automated Financial Reporting In Excel: Self-Service Reports
3. Automated Financial Reporting In Excel: Integration
Illumeo, incorporated in 2009, is revolutionizing the hide-bound world of corporate learning. Illumeo works with corporate professionals and organizations of all sizes to build the skills and capabilities that help everyone be an expert at their job.
Based in Silicon Valley, CA, Illumeo serves thousands of corporations and corporate professionals across Finance, Accounting, Human Resources, Sales and Marketing. The platform offers assessments, industry-benchmarked competency analyses, hundreds of expert-developed courses, collaborative tools, and the ability for companies to self-publish internal courses that promote institutional knowledge retention and dissemination.
Illumeo is the place for expertise management and we are dedicated to the proposition that everyone can be an expert at their job.
Lenny is Management Reporting Analyst at Seaspan Ship Management Ltd., subsidiary of Seaspan Corporation (NYSE:SSW). Lenny has over 15 years combined experience in financial planning and analysis (FP&A), financial reporting and modeling, and compliance auditing.
Lenny supervises Adaptive Insights system budgeting, and is a CPA, CGA, and a Certified Xero Partner.
Lenny is a proponent for "One-click Reporting" for analysts and "Self-service Reporting" for executives. He has strong belief that reporting and closing should be hours rather than days or even weeks.
Lenny also acts as local CPA chapter board officer and volunteers for Canada Revenue Agency as a Community Volunteer Income Tax Program consultant.
Management Reproting Analyst : Seaspan Ship Management Ltd - [2008 to Current]
MBA, Finance : George Washington University - SBPM (School of Business and Public Management) - [1998 to 2000]