K2's Excel Financial Reporting and Analysis
Course Information
8
CPE Credits
8-Hour Course
Accounting (8 Credits)
Fundamental Knowledge of Excel 2013 and Newer
Prerequisites
Advanced
Program Level
No
Preparation
Course Information
8
CPE Credits
8-Hour Course
Accounting (8 Credits)
Fundamental Knowledge of Excel 2013 and Newer
Prerequisites
Advanced
Program Level
No
Preparation
Major Topics
Small businesses have unique and specific technology needs, including those around remote access. Whether team members need remote access to desktops, data, voice services, instant messaging, or Cloud-based services, sometimes the list of available options can be overwhelming!
In this course, you will learn about practical solutions for facilitating remote access in small businesses. Among other items, included in this program is a detailed review of various solutions to provide remote access to a desktop, how to work securely from remote locations, key considerations when selecting Cloud-based solutions, and how to facilitate communication and collaboration in remote environments.
Course Description
As everyone knows, Microsoft Office Excel is a powerful tool for analyzing financial data and preparing financial reports. If you are ready to harness Excel for financial reporting and analysis, then this program is for you.
In this course, you will learn how to put Excel to use to deliver accounting and financial solutions in critical areas such as the following:
- Formatting reports and financial statements using advanced techniques
- Assembling and printing reports and schedules
- Using templates to automate reporting processes
Additionally, you will learn options for consolidating financial data from multiple sources, how to create Excel visualizations to improve reader’s comprehension of financial information, and advanced data analysis techniques such as PivotTables connected in real-time to your accounting database. Like most powerful tools, Excel contains features and functions that are not immediately obvious to many users.
In this course, you will uncover many of these hidden features to help you prepare computationally accurate and aesthetically pleasing reports in far less time than you might imagine possible. You do not want to miss this opportunity to learn how to take advantage of Excel to overcome many of the reporting and analysis obstacles currently facing you.
Learning Objectives
Upon completing this course, you should be able to:
- Implement techniques such as Custom Formats, Conditional Formatting, and the Accounting Format for formatting financial statements and other Excel-based reports more efficiently
- Identify opportunities to streamline report assembly and printing with tools such as Camera, Custom Views, linked and embedded objects, and working with Excel-based reports saved as PDF documents
- Differentiate between Excel’s default templates and templates for financial reporting and analysis; create templates and apply them to financial reporting and analysis situations
- Apply Excel features, such as Sorting, Data Tables, Subtotal, Filters, and PivotTables to aid in financial reporting and analysis
- List and apply four techniques for consolidating data in Excel
- Create visualizations in Excel to aid in communicating financial data information to consumers, including differentiating between different types of charts and identifying the circumstances under which certain types of charts are preferable
Who is the course for?
Accounting and financial professionals desiring more knowledge in using Excel for financial statement preparation and analysis.
Instructional Delivery Method
Group-live demo and discussion using color computer projection – laptop friendly, with access to demonstration files. Program focuses on Excel for Windows, but many of the features can be found in Excel for Mac.
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