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AF5

Advanced Business and Financial Reporting Using Excel

Introduction

In today’s data-driven business world, the ability to harness the power of Excel for advanced reporting and analysis is a vital skill for finance professionals, analystsand decision-makers. This course is designed to provide you with the advanced knowledge, skillsand techniques necessary to unlock Excel’s full potential for financial reporting, analysis, and decision support. By the end of this course, you will be proficient in using Excel to create sophisticated financial reports, automate repetitive tasks and make data-driven decisions that drive business success.

Who Should Attend

This course is suitable for financial analysts, finance professionals, accountants, business analysts and anyone looking to enhance their Excel skills for advanced financial reporting and analysis. Whether you aim to improve your career prospects, become proficient in financial modelling or make data-driven financial decisions, this course equips you with the advanced knowledge and skills needed to succeed.

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Course Profile

Excel Essentials for Financial Reporting

  • Advanced Excel functions and formulas.
  • Data organization and validation for reporting.
  • Data visualization techniques.
  • Setting the stage for a week of transformative learning.

Financial Modelling and Analysis

  • Building financial models in Excel.
  • Scenario analysis and sensitivity testing.
  • Monte Carlo simulation for financial modelling.
  • Advanced data analysis techniques.

Data Visualization and Dashboards

  • Creating interactive dashboards in Excel.
  • Visualizing financial data effectively.
  • Dynamic charts and graphs.
  • Storytelling with data.

Automation and Macros

  • Automating repetitive tasks with Excel macros.
  • Creating custom functions.
  • Data extraction and transformation using VBA.
  • Error handling and debugging.

Advanced Financial Reporting

  • Advanced financial reporting templates.
  • Consolidation and multi-sheet reporting.
  • Real-time data connections and updating.
  • Preparing for the future of advanced financial reporting using Excel.

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