Advance Excel for Financial Reporting & Financial Analysis
What you'll learn
- Financial Reporting
- Financial Ratios and Financial Analysis
- Visualizing Financial data
- Power Pivot & DAX
Requirements
- Basic knowledge of Financial Reports and Ratios
Description
Reporting and Analysis are the two of the most common tasks that Accountants, Bookkeepers, and Financial Analysts perform on their job. Like most other tasks that we do, yet again Microsoft Excel is the most used software for these tasks.
But, using basic Excel for these tasks is like using a bullock cart for travelling in 2021. Oh yes, using the advanced Excel tools like Power Pivot & DAX, we can completely revolutionize the way we do reporting and analysis.
We can directly connect our database with Excel, automate the data cleaning and transformation of data, prepare cash key financial reports, including financial statements, prepare key insights including ratio analysis, and even prepare visualizations.
And the best part, all of this reporting and analytics can be set up as dynamic, meaning that these reports can be filter for any country, any cost center, or any business segment with just a click of a button.
Well, this is exactly what this course is all about!
In this course you will learning everything that you need to completely transform the way you do you perform your Reporting and Analytics.
Prerequisites:
Basic knowledge of Accounting/Bookkeeping, financial statements, and ratios is required.
Basic knowledge of Excel will be helpful.
Who should take this course:
Accountants and Bookkeepers
Finance professionals
Financial Analysts
Business Analysts
Finance Managers
Financial Controllers
Business Leaders
Software Requirement:
Any version of Microsoft Excel 2010 or later.
Money-Back Guarantee:
Nothing to lose! If you won't be satisfied with the course, Udemy offers 30 days money-back guarantee!
Introduction to the teacher:
Chartered Accountant | 12 years of work experience | 12 years of teaching experience as visiting faculty | 4000+ in-class students | 100,000+ online students on Udemy | In love with Excel for 15 years
Who this course is for:
- Financial Analysts
- Business Analysts
- Finance Managers
- Financial Controllers
- Accountants
- Bookkeepers
- Accounting & Finance students
Instructor
Chartered Accountant with 12 years experience in Accounting, Finance, and Business Intelligence.
I am a Chartered Accountant from ICAEW (Institute of Chartered Accountants of England and Wales) and a Chartered Certified Accountant from ACCA (Association of Chartered Certified Accountants in England) . I also have a Bachelors degree in Commerce.
I started my professional career with PwC as a Functional Consultant, later moved to at FTSE 100 FMCG as a Finance Manager, then working a General Manager developed an outsourcing hub 'Excelsious' for US and UK accounting firms, and finally cofounded Receipt Bot - an accounting automation company which is automating some tedious aspects of Accounting for clients from 21 countries.
Right from the beginning of my career, my role has been to improve the Accounting and Reporting systems. From automating data entry and bookkeeping to the preparation of interactive business analysis dashboards for the senior management, I have led multiple assignments.
Over my professional career of 12 years, I have been teaching several programs of Accounting and BI at some reputed institutes. Over this time, I have trained 20,000+ students from 50+ countries.
I am absolutely delighted to share my skills and experience with you on the Udemy platform!