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Advanced Excel Finance Professional

This training is targeted to finance professionals with day-to-day excel responsibilities and has been structured as an advanced course.  Some topics are well suited for professionals stepping into a larger business reporting and analysis role. Other topics are useful for professionals who structure and analyze financial deals, but lack necessary Excel skills to independently produce a model.

The training topics are designed to provide intermediate to advanced skills-set, necessary to achieve efficiency and technical aptitude. While not targeted for a specific concentration, the outline provides for a well-rounded training in topics that will have direct, as well as indirect benefits.

The training topics include:

  1. Review of popular formulas and concepts utilized in financial modeling and reporting 
  2. Specific emphasis on complex and nested formulas, improving one's ability in data synthesis and manipulation 
  3. Detailed discussion of data consolidation and transformation for reporting and modeling purposes utilizing advanced formulas and concepts 
  4. Concentration on using advanced Excel tips and tricks to improve work efficiency, debugging, and tool utilization 

Review of financial models pertaining to levered lease analysis, basic portfolio construction, S-Curve Projections, and other topics varying in degree of difficulty.

 

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