Elevate Your Tech Awareness
and skills through Financial and Data Modelling
Credit: Midjourney
Today every business enterprise needs to make better decisions by leveraging both Analytics and Financial Modelling.
However, very few know the differences between these two and practically how to execute both operationally.
Technologists tend to be more data-focused and as Finance professionals we tend to be very financial-focused.
It’s time to combine the best of the data and technology world with the financial modelling and dynamic decision-making world of Accounting and Finance.
This course is for those wanting to understand and practically get their hands on the skills and tools available in both of these domains.
The course covers the fundamentals of analytics including the different types and provides participants with new knowledge of the world of data, analytics and visualisations.
This includes the importance of data storytelling and how to convert complex data into an influential and compelling story.
Alongside this is the importance of building sound financial models for forecasting, budgeting, strategic planning as well as ad-hoc what-if scenarios. The skills of financial modelling cannot be underestimated in this world of data as its equally vital to expand skills for decision-making.
Become a Tech Aware Finance Professional
Learn financial modelling with Excel
Increased uncertainty in business trading conditions has made Financial Modelling one of the most sought-after skills for accounting and finance professionals today.
The wonderful thing about financial modelling is that it is applicable to all sectors and companies of all sizes.
No matter what business you are in, cash is king and remains the single most critical resource in any company.
It’s important to recognise modelling is not simply a single forecast, number or output and is unlikely to be 100% accurate. Rather, it is a process of constant improvement and evolution to assist in decision-making.
Finance professionals with strong financial modelling skills can add significant value by assisting the board in considering a range of strategic options using the best tool, Excel.
Learn data modelling with Power BI
Data is the new oil and without knowledge of how to use the world’s leading BI tool, it will remain untapped, no matter what industry you work in.
The amount of data available for decision-making has exploded and analysing it goes beyond what can be achieved with Excel alone.
This has put skills in Data Analytics and business intelligence using Power BI in the spotlight.
The challenge lies with extracting relevant insights due to the huge increase in data and broader demand across the business for distributed insights is growing rapidly.
This has also meant that accounting and finance professionals are finding that proficiency in this area is increasingly valuable.
There’s a lot to take in when you first open Power BI and we aim to help you get over the initial overwhelm and shock of complexity.
Is this program right for you?
This program will help you move past the initial sense of being overwhelmed by the gap in financial modelling and data analytics skills.
The concepts, practical steps and tools used can often block your ability to adapt and move through this initial obstacle.
If you have the right mindset and looking for ways to leverage yourself or your team then this is a great place to start.
It’s aimed at those wanting to level up their Excel skills as well as started their Power BI journey.
The program is suited to the following people:
Management accountants seeking to develop and understand their foundational skills in Financial Modelling and Data Analytics with Microsoft tools.
FP&A and CFOs looking to get a better handle on what the technology can provide both themselves and their team. It’s a great way to join your team on this journey with them.
Financial Accountants, auditors or largely compliance-focused accounting staff looking to explore insight and foresight beyond just reporting.
Finance professionals looking to automate some of their heavily manual reporting processes whilst enabling my dynamic decision-making.
This program is not suitable for the following people:
Accountants looking to stay with their current ways of doing things as it’s the way it’s always been done.
Accountants that have little to no experience using Excel. Basic knowledge of Excel is required like v-lookup and pivot tables.
Finance professionals who are not willing to invest additional time going beyond the technical training provided and applying this in their roles.