leaders in management development

Finance Courses

COURSE FINDER BACK TO FINANCE COURSES INDEX

Financial Information Management and Reporting

Cathy Sibley
This course explores the value of data and data analysis techniques available to an organisation to provide verifiable evidence to support strategic and operational decision-making. The techniques gained will help support strategic initiatives and direct operational decision-making.

WHO SHOULD ATTEND

This course is designed for those finance professionals who are actively involved in reporting and analytical roles that need to access and process data to provide useful information.

COURSE PROFILE

  • Fundamentals of spreadsheets

-          Data v. information

-          Principles of excel

-          Typical spreadsheet errors

  • Use of spreadsheets

-          Creating reports from Trial Balance stage

-          Creating reports from transactions

-          Introduction to Pivot Tables

-          CSV files

-          Auto filter

-          Trace precedents

  • Management of information

-          Forecasting

-          Modelling

-          Source worksheet

-          Altering the model

  • Designing and using databases

-          Effective use of databases in a business context

-          Designing databases

-          Processing data to create and present information

  • Presenting results

-          Statistics

-          Charts and graphs

-          Jargon buster

-          Final Report

SKILLS ATTAINED

At the end of the course delegates will be able to:

  • Use and review spreadsheets
  • Use Pivot tables
  • Create financial forecasts
  • Identify and extract data
  • Design financial models
  • Design and use databases
  • Present final reports

 

 
NEXT STEPS
COURSE REF: F05
Financial Information Management and Reporting

TESTIMONIALS


"'I gained a wealth of new information and the multi-cultural environment was a true benefit.'"
Carlos Da Silva
Commercial General Manager BPC Brazil