Course Detail(IT077v : Building Interactive Budget Tracking and Variance Analysis Model using Excel (Live Webinar))

IT077v : Building Interactive Budget Tracking and Variance Analysis Model using Excel (Live Webinar)

7.00 CPE Hours (Others)
Live Webinar

Programme Objective

  • Build effective Budget Model quickly and systematically to meet business needs efficiently
  • Prepare What-if analysis to support better Management Decision Making
  • Understand the Do’s and Don’t’s in Building Financial Model using Excel
  • Leverage on Excel Functions to enhance the models
  • Use Macro recording to automate certain repetitive tasks efficiently

Programme Outline

Financial Model 1: Building Financial Budgeting Tracking Model

  • Understand the importance of layout planning for a successful budget proposal. 
  •  Understand common basis for deriving budget number 
  • Learn to calculate and organise the worksheet systematically to derive the number 
  • Restrict input to a defined set of options
  • Expand the Budgeting model to include updated actual data
  • Prepare 12-month rolling budget
     

Financial Model 2: Building Variance Analysis Model

  • Prepare interactive variance analysis report for easy comparison and analysis
  • Prepare Dashboard for Reporting
  • Prepare useful reports for comparisons 
  • Learn to use simple macro to automate and simplify reports


Putting it Together

  • Create one click button to move between worksheet


Training Methodology
 
Webinar Style with Lecture, Demo and Hands On Exercise
 
Closing Date for Registration
 
27 November 2020
 

Intended For

Accountants, Finance Managers, Accounts Supervisor (Intermediate to Advance Level)

Competency Mapping

Others = 7.00 Hours

Schedule & Fees

Date & Time

22 Oct 2021 (9:00 AM - 5:00 PM)

Registration is closed

Fee (inclusive of GST)

For Members: $ 345.61   $ 276.49
For Non-Members: $ 415.16   $ 332.13
Discount till 30 Oct 2021

Programme Facilitator(s)

Bryan Ng Chun Seong

Venue

Online Classroom in or outside of
Singapore

Date & Time

26 Apr 2021 (9:00 AM - 5:00 PM)

Registration is closed

Programme Facilitator(s)

Bryan Ng Chun Seong

Date & Time

04 Dec 2020 (9:00 AM - 5:00 PM)

Registration is closed

Programme Facilitator(s)

Bryan Ng Chun Seong

Testimonial

Funding

No funding Available!

Programme Facilitator(s)


Mr Bryan Ng, Chun Seong (MSc Mngt Psychology (UK), CA, CIMA, MSP, Satir), BSc(Hon)(UK) Acct & Fin Mngt, has extensive management and financial experience and was a Corporate General Manager of a Trading House. He has been conducting training for professionals nationally and internationally in transformational leadership for the past 14 years. Being the new edge leader, his diverse experience in leadership, management, finance as well as IT knowledge makes his training unique and is very well received by many participants as they now able to link what they learnt to what is required from the management.

Mr. Bryan believes that training and speaking reflects one commonality, transfer of knowledge and skills create greater productivity which in turn create better organizations. His unique training method combines teachings with positive psychology and creative thinking into a comprehensive integrated, behaviorally effective mind program. Many clients throughout the world have personally experienced his training approach and commitment to learning transfer principles. He worked hand in hand with CEOs in developing training modules and projects to develop and coach employees that have been ear marked as the next generation managers.

He has created excellent breakthrough results within a short period of time. Some of the projects have received excellent feedback and results - among them is the leadership programs conducted for one of the leading local banks and another from an established telecommunication company in Malaysia. People who attended his training will find his training easy to understand, systematic and practical. Being a powerful speaker, he has frequently been invited to speak in different overseas countries such as China, USA, Brunei, Indonesia and Singapore.

Despite of his intensive training schedule, he is also actively conducting individual and group coaching for his clients from the range of Business Owners / Directors to front end operation staff.

Programme Objective

  • Build effective Budget Model quickly and systematically to meet business needs efficiently
  • Prepare What-if analysis to support better Management Decision Making
  • Understand the Do’s and Don’t’s in Building Financial Model using Excel
  • Leverage on Excel Functions to enhance the models
  • Use Macro recording to automate certain repetitive tasks efficiently

Programme Outline

Financial Model 1: Building Financial Budgeting Tracking Model

  • Understand the importance of layout planning for a successful budget proposal. 
  •  Understand common basis for deriving budget number 
  • Learn to calculate and organise the worksheet systematically to derive the number 
  • Restrict input to a defined set of options
  • Expand the Budgeting model to include updated actual data
  • Prepare 12-month rolling budget
     

Financial Model 2: Building Variance Analysis Model

  • Prepare interactive variance analysis report for easy comparison and analysis
  • Prepare Dashboard for Reporting
  • Prepare useful reports for comparisons 
  • Learn to use simple macro to automate and simplify reports


Putting it Together

  • Create one click button to move between worksheet


Training Methodology
 
Webinar Style with Lecture, Demo and Hands On Exercise
 
Closing Date for Registration
 
27 November 2020
 

Intended For

Accountants, Finance Managers, Accounts Supervisor (Intermediate to Advance Level)

Competency Mapping

Others = 7.00 Hours

Programme Facilitator(s)

Mr Bryan Ng, Chun Seong (MSc Mngt Psychology (UK), CA, CIMA, MSP, Satir), BSc(Hon)(UK) Acct & Fin Mngt, has extensive management and financial experience and was a Corporate General Manager of a Trading House. He has been conducting training for professionals nationally and internationally in transformational leadership for the past 14 years. Being the new edge leader, his diverse experience in leadership, management, finance as well as IT knowledge makes his training unique and is very well received by many participants as they now able to link what they learnt to what is required from the management.

Mr. Bryan believes that training and speaking reflects one commonality, transfer of knowledge and skills create greater productivity which in turn create better organizations. His unique training method combines teachings with positive psychology and creative thinking into a comprehensive integrated, behaviorally effective mind program. Many clients throughout the world have personally experienced his training approach and commitment to learning transfer principles. He worked hand in hand with CEOs in developing training modules and projects to develop and coach employees that have been ear marked as the next generation managers.

He has created excellent breakthrough results within a short period of time. Some of the projects have received excellent feedback and results - among them is the leadership programs conducted for one of the leading local banks and another from an established telecommunication company in Malaysia. People who attended his training will find his training easy to understand, systematic and practical. Being a powerful speaker, he has frequently been invited to speak in different overseas countries such as China, USA, Brunei, Indonesia and Singapore.

Despite of his intensive training schedule, he is also actively conducting individual and group coaching for his clients from the range of Business Owners / Directors to front end operation staff.


Upcoming Schedule

Registration is closed

Date & Time

22 Oct 2021 (9:00 AM - 5:00 PM)

Fee (inclusive of GST)

For Members: $ 345.61   $ 276.49
For Non-Members: $ 415.16   $ 332.13
Discount till 30 Oct 2021

Programme Facilitator(s)

Bryan Ng Chun Seong

Venue

Online Classroom in or outside of
Singapore