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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