INTERMEDIATE EXCEL FOR FINANCIAL AND BUSINESS ANALYSIS

Why Attended

The fact is that Excel is the accountant’s, finance, and business professional’s best friend. Companies everywhere are overwhelmed by the abundance of unstructured and unclean data. Monthly, quarterly and annual closings are immensely data-driven and require moving and exporting data from ‘ERPs’ and databases to Excel. In this hands-on course, McTimothy Associates will help you advance your data massaging, modeling, integration, and automation skills to new levels. You will also master normalization and massaging of noisy data, preparation of reports, analysis, and reconciliation.

This intermediate course is to make participants understand some critical functions and their usage in MS Excel. It starts with Data Manipulations, and goes on to Formatting and Displaying Techniques, Creating organizations, Linking Data and Worksheets, all through to Querying your Databases.

Course Methodology

20% of the course is ‘design and structure’ focused while 80% uses MS Excel as a powerful tool to perform daily, monthly and periodic tasks. Groups and individuals must complete exercises, case studies, and projects daily.

Course Objectives

By the end of the course, participants will be able to:

Apply Excel reporting expertise in business, finance, and accounting by enhancing data slicing and dicing, data massaging, and data analysis skills
Use pivot tables and pivot charts to perform automated report writing, analysis, and reconciliation most efficiently
Develop and use charts formatting techniques
Repeat tasks and generate reports efficiently by recording, running, and editing macros
Acquire numerous tips and tricks that will improve working efficiency

Target Audience

Business, finance, and accounting professionals, senior and junior accountants, business analysts, research professionals, marketing and sales professionals, administrative staff, supervisors, general business professionals, and staff from any function who need to learn and apply state-of-the-art techniques to their daily business reporting, reconciliations, and analysis.

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