Automating Financial Reporting in EXCEL (Part 2) 1 Credit
Self-Service Reporting for Executives
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Ever wonder how to improve your financial reporting? This course will explore automating monthly, quarterly, and yearly financial reporting processes to achieve “one-click reporting.”
In PART I, we discussed how to set up financial reports in EXCEL based on system-exported reports or data and how to transcribe them into formal financial reports. We will discuss the integration of Excel with Word and PowerPoint. We will also learn advanced EXCEL skills in building interactive dashboards with clickable buttons for detail drill-down. We will culminate by introducing crucial 2 elements in financial report modeling: Parameterizing and Proofing. This course will serve as a review for accounting and finance professionals who need to sharpen their EXCEL skills in automating monthly/quarterly/yearly financial reporting.
Major Topics Covered:
Join this course to streamline your financial reporting with powerful Excel automation techniques!
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Lenny Wu was a Lecturer at Tsinghua University in Beijing, China. He also sat as an Examiner for the International English Language Testing System (or IELTS) in the 1990s. On top of these, he is an exam trainer for various high profile exams, such as GRE (or Graduate Record Examination), GMAT (or Graduate Management Admission Test), TOEFL (or Test of English as a Foreign Language), and math contests such as Euler, Gauss and Pascal. He has published books on test taking strategies.
Lenny received his MBA, Finance from The George Washington University in Washington, DC, USA, and currently is a Senior Financial Analyst with an international engineering company in Vancouver, BC, Canada.
Lenny's motto at work is "Don’t work hard, work smart". Lenny has passion in teaching how to build your own "robot" into everyday office work. He has over over 22 years working with Microsoft Excel, and he is a modeling expert in Power Query, Power Pivot, and Power BI.
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To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
LT
It was a great course. I’m surprised at all the functions in excel that can easily be used for updating monthly reporting.
MK
Overall good! Learned many new things to automate Financial reporting👍
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