Excel for Accounting and Finance

 

Program Overview

Accounting and finance management is immensely important in navigating a business.  If you are in accounting or finance profession, you know how much analysis you need to do to understand each element or aspect of it.  Excel for Accounting and Finance masterclass will not only let the participants master MS Excel, but also learn to use the material in improving their career.

 

Learning Objectives

• Develop a “toolkit” of Excel tips and techniques
• Sensitize and stress test Excel outputs from models
• Problem solve within an Excel environment
• Analyze large volumes of data
• Rank data and analyze large data volumes
• Data mine large data volumes and analyze
• Confidently use Excel’s keyboard shortcuts to improve their speed and efficiency
• Confidently develop Excel formulae in order to build robust solutions
• Quickly and consistently format presentation-quality spreadsheets

 

Outline of Topics

Module 1. Get Quicker, Faster

• Setting up your profile
• Building your own quick access toolbar
• Calculation options
• Keyboard shortcuts (to make you 8 times faster)
• Navigation
• Highlight and moving data
• Spreadsheet manipulation
• Print set up for perfect printing
• Exercise: a keyboard shortcut exercise fixing errors on a spreadsheet without use of a mouse

Module 2. Efficient Presentation Protocols

• Inputs vs. formulae
• PDF document tricks for efficient data extraction into Excel
• Customizing numbers (percentages, multiples, dates, thousands, millions, etc)
• Styles – the quick way to format and create formats that can be used again and again and again
• Building and developing a style template
• Merger styles between models
• Exercise: a format exercise with data

Module 3. Building Flexible Formulas in Excel

• Relative vs. Absolute referencing
• Using names to increase formula efficiency
• Creating cell and range names
• Applying and redefining names
• Naming conventions
• Exercise: code a revenue matrix using relative and absolute formulae
• Logical statements
• IF, AND, OR functions
• Advanced logicals with flags
• Formula layout to simplify
• Snapping formulae (Alt-Enter)
• Data management and analysis within Excel
• Data sorting and filtering
• MAX, MIN, AVERAGE
• SUMIF, COUNTIF
• “Wild-card” SUMIF, COUNTIF
• Data mining in Excel
• HLOOKUP
• VLOOKUP
• CHOOSE
• INDEX
• INDEX (MATCH)
• OFFSET
  • Exercise: Excel skills will be developed that will allow attendees to analyze, rank and disaggregate large volumes of data
  • Working with text and dates in Excel
• Text strings (dynamic text)
• TEXT functions
• RIGHT
• LEFT
• LEN
• EDATE
• EOMONTH
  • Building diagnostics into your model to monitor and sanity checks outputs
  • Working with circularity in Excel
  • Conditional formatting – uses and dangers
  • Auditing tools

Module 4. Building Flexible Charts in Excel

• Chart set ups
• Chart formatting
• Dynamic labels
• Building bridge charts

Module 5. Spreadsheet Debugging Skills

• Building diagnostics into models
• Auditing skills
• Watch windows
• Using the camera
• Link elimination
• Circularity issues
• Unnecessary macro creation
• F5 functionality
• Exercise: using Excel skills attendees will fix and eliminate Excel errors and present the spreadsheet in a professional format

Module 6. Analyzing the Output

• Sensitivity analysis in Excel
• Techniques to minimize memory usage
• Self centering data tables
• Exercise: building data tables that sensitizes outputs and includes built in diagnostics to ensure that the data remains up-to-date
• Pivot tables
• Paste linking to Power Point
• Illustration case study: formatting, analyzing and evaluating large data sets, bringing together all of the skills covered over the two days

 

 

Resource Speaker

Mr. Jeff-Mike Smith Sule, CPA, CIA
Principal Auditor at American Data Exchange Company

Click here for his profile.

 

Training Investment

REGULAR RATE
Php 1,699.00 + VAT

EARLY BIRD RATE
Php 1,399.00 + VAT until January 14, 2025

GROUP RATE
Php 1,299.00 + VAT per pax for 5 – 14 pax

SUPER GROUP RATE
Php 1,099.00 + VAT per pax for 15 or more pax

BIRTHDAY MONTH PROMO – FREE SEAT
Register within Your Birthday Month with at least 2 Paid Pax @Php1,699.00 + VAT per pax (Must present proof of date of birth)

JOIN NOW PAY LATER PROMO
Pay After 30 Days from the date of the Masterclass @ Php1,899.00 + VAT per pax

Presentation Materials and the Digital Certificate will be provided

 

 

In-House Training

Looking for customized in-house training in HR, Labor Law, Taxation, Accounting, Supply Chain Management, Soft Skills, or similar areas?

Click here for more information.

 

 

IMPORTANT REMINDERS

REGISTRATION.
You must register or be registered by someone else to be able to join our webinars.  Webinar access links are strictly sent through email therefore make sure you indicate the right email addresses for the participants. Please indicate how many participants you wish to include before hitting the REGISTER NOW button.

CHECK OUT.
When you go to the Checkout Page, double-check the number of participants you have to register, if you change your mind or wish to make last-minute adjustments, do not forget to update your cart by clicking the UPDATE CART button.  Once everything is final, you may now click the PROCEED TO CHECK OUT button.

BILLING DETAILS AND THE NAMES OF THE PARTICIPANTS.
On the upper portion, you have to enter your details (esp. your email address) as the one paying for the registration. Underneath, you have to enter the details (esp. the email addresses) of the participants you wish to join the webinar.

 

PAYMENT
POWERMAX provides three (3) payment options:
(1) Bank Deposit/Online Bank Transfer
(2) G-Cash
(3) PayPal/Credit or Debit Card Through PayPal 

Bank Deposit or Online Bank Transfer / G-Cash
If you choose Bank Deposit/Online Bank Transfer or G-Cash, you have to send the proof of payment to info@powermax.ph.

IMPORTANT:
Proof of payment must be sent to info@powermax.ph.  Failure to send the proof of payment to info@powermax.ph means the participants will not receive the webinar links even if the proof of payment is sent to other contact details of Powermax or its representatives (e.g., Facebook, Messenger, Viber, other email addresses, etc.).

Payment Through PayPal
If you choose to pay for your registration using PayPal you may do so.  Please take note that PayPal also accepts Debit Cards and Credit Cards bearing the VISA and Mastercard logo. Unlike the Bank Deposit/Online Bank Transfer, the PayPal process automatically updates our system to issue the participants their access to our webinars.

Masterclass access links.
Once payment is made and verified, we can activate the spot on the webinar then we can send the webinar access links to the email addresses of the participants – this only goes with Bank Deposit/Online Bank Transfer / G-Cash.  However, for payments made using PayPal, the activation process is automatic. Note that your webinar access link cannot be shared with anyone else.  If you cannot attend on the date and time of the webinar kindly advise us at the latest one day ahead. 

Terms and Conditions.
By registering you agree to our Terms and Conditions and acknowledge our Privacy Policy.

 

Thank you and enjoy!

Keep safe and God Bless!