Next Generation Excel: Advanced Business and Financial Reporting

Course details

Program Objectives:

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

• Boost Excel reporting expertise in business, finance, and accounting.
• Perform automated reconciliation for speedy weekly and monthly reporting.
• Link their Excel with PowerPoint for dynamic data update.
• Develop dynamic business dashboards and scorecards to assist professionals in measuring performance and enhancing decision making.
• Use advanced report development techniques by linking-up Excel with Access, Web, Text, SQL, and other databases.
• Record, Run and Edit Macro to perform repetitive tasks and generate reports.
• Design, prepare and distribute business and accounting reports in minutes.

Note: This is a hands-on training program using laptops, which will be made available by Meirc.

Who should attend:

• Accountants, senior and junior accountants, business analysts, accounting and finance professionals, research professionals, marketing and sales, 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.

Program Outline: 

• Tools and Techniques 
• Reporting, Analysis and Reconciliations Using Pivot Tables 
• Modeling and Integration Techniques 
• Introduction to Learning the Ultimate Tool in Excel: MACROS 
• Tips and Tricks in Excel