Programme Objective
Looking to improve your financial modelling skills?
Are you frustrated with the non-stop last-minute requests for changes, information and reports?
Do you then want to learn how to effectively value-add your financial models?
As business environment gets tough, business leaders demand even quicker analysis and recommendations from finance leaders in supporting their decision-making. However, most accountants or finance managers are too focused on day-to-day statutory compliance needs and have not spent enough time sharpening their Excel skills and understanding business needs to effectively support the making of important business decisions. This becomes a frustrating factor for both decision makers as well as the accountants themselves.
This hands-on course aims to equip you with the necessary Excel skills in building 4 financial models that are commonly required in most businesses, allowing you to effectively present, discuss and support your management with useful, interactive and quick what-if analysis during meetings and discussions. It is a course for anyone who wants to learn to use Excel in a real working environment.
EXPECTED OUTCOME
At the end of the course, you should be able to:
- Create all the 4 Financial Models
- Creatively integrate various Excel functions to achieve the desired results
- Understand how to use Excel smartly
- Increase your efficiency in leveraging technology
- Leverage special features in Excel to enhance your analysis
PRE-REQUISITE
- Must possess at least: Intermediate Excel & Basic Financial Knowledge
- This course is an extension of IT037v: Financial Modelling & Analysis. Completion of IT037v prior to this course is recommended, but not compulsory.
Programme Outline
Model 1: Building Quick What-If Dashboard Model for Projection with Macros
Learn to create What-If Dashboard with buttons, charts and macros, allowing one click changes and analysis to support better management decision making.
Model 2: Extracting Data from Different Databases to Create an Interactive Financial Report
Participants will learn to build a model that extracts data from different databases with a click of macros button, dynamically updating the data table and presenting the results in different charts format.
Model 3: 3 Dimensions Financial Reporting Model with Chart I Participants will learn to build a model that allows flexibility to display results from 3 dimensions: different periods, different items of expenses and the sequence of companies.
Model 4: One Click Interactive Progress Billing Forecast Model Participants will learn to build simple Cash Flow Forecast Model with one click interactive button, allowing changes to the monthly cashflow movements.
Pre-requisites
Please take note of the following admission requirements:
- Trainings will be conducted on Zoom platform, thus video camera and microphone are compulsory
- Mandatory for video camera to be turned on throughout the course
- Display your official name (as per NRIC) in Zoom, to facilitate attendance taking
Training Methodology
- Lecture
- Group Discussions
- Hands On Exercises
Closing Date for Registration
- 1 week before programme or until full enrolment.
Intended For
- Financial Controllers
- Accountants
- Finance Managers
- Financial Analysts
- Participants who need to prepare and understand financials or investment appraisals
Schedule & Fees
Testimonial
Funding
No funding Available!
Programme Facilitator(s)
Programme Objective
Looking to improve your financial modelling skills?
Are you frustrated with the non-stop last-minute requests for changes, information and reports?
Do you then want to learn how to effectively value-add your financial models?
As business environment gets tough, business leaders demand even quicker analysis and recommendations from finance leaders in supporting their decision-making. However, most accountants or finance managers are too focused on day-to-day statutory compliance needs and have not spent enough time sharpening their Excel skills and understanding business needs to effectively support the making of important business decisions. This becomes a frustrating factor for both decision makers as well as the accountants themselves.
This hands-on course aims to equip you with the necessary Excel skills in building 4 financial models that are commonly required in most businesses, allowing you to effectively present, discuss and support your management with useful, interactive and quick what-if analysis during meetings and discussions. It is a course for anyone who wants to learn to use Excel in a real working environment.
EXPECTED OUTCOME
At the end of the course, you should be able to:
- Create all the 4 Financial Models
- Creatively integrate various Excel functions to achieve the desired results
- Understand how to use Excel smartly
- Increase your efficiency in leveraging technology
- Leverage special features in Excel to enhance your analysis
PRE-REQUISITE
- Must possess at least: Intermediate Excel & Basic Financial Knowledge
- This course is an extension of IT037v: Financial Modelling & Analysis. Completion of IT037v prior to this course is recommended, but not compulsory.
Programme Outline
Model 1: Building Quick What-If Dashboard Model for Projection with Macros
Learn to create What-If Dashboard with buttons, charts and macros, allowing one click changes and analysis to support better management decision making.
Model 2: Extracting Data from Different Databases to Create an Interactive Financial Report
Participants will learn to build a model that extracts data from different databases with a click of macros button, dynamically updating the data table and presenting the results in different charts format.
Model 3: 3 Dimensions Financial Reporting Model with Chart I Participants will learn to build a model that allows flexibility to display results from 3 dimensions: different periods, different items of expenses and the sequence of companies.
Model 4: One Click Interactive Progress Billing Forecast Model Participants will learn to build simple Cash Flow Forecast Model with one click interactive button, allowing changes to the monthly cashflow movements. Pre-requisites
Please take note of the following admission requirements:
- Trainings will be conducted on Zoom platform, thus video camera and microphone are compulsory
- Mandatory for video camera to be turned on throughout the course
- Display your official name (as per NRIC) in Zoom, to facilitate attendance taking
Training Methodology
- Lecture
- Group Discussions
- Hands On Exercises
Closing Date for Registration
- 1 week before programme or until full enrolment.
Intended For
- Financial Controllers
- Accountants
- Finance Managers
- Financial Analysts
- Participants who need to prepare and understand financials or investment appraisals
Programme Facilitator(s)
