The objective of the program is to educate participants with knowledge of advance excel tools for data analysis and presenting using hands-on exercises that are relevant for accounting and finance professionals.
Learn using advanced Excel tools
Preparing charts for data presentation
Perform financial statement analysis
Perform sensitivity and scenario analysis for Budgets
Learn to record macros
Who should attend
Finance managers, finance controllers, auditors, internal auditors, corporate finance professionals, budgeting managers, financial analysts, chartered accountants, private bankers, wealth managers and finance graduates or post graduates at the final stage of finishing their degree.
Naming Cells and Ranges
Linking & Embedding
Linking Data within and between worksheets
Linking Data from Excel to a Word Document
Linking an excel Chart to a Word Document
Sensitivity analysis using data tables
Goal Seek and Solver tool for Budgeting
Advanced excel formulas:
VLOOKUP & HLOOKUP
NPV, IRR, MIRR
IF, AND, OR
Macros recording and application
Charting in Excel
Preparing different types of charts – column, bar, line, pie, scatter
Creating a combination chart
Adding a Secondary Axis to a chart
Changing the chart type for a particular data series
Adding a data series to a chart
Removing a data chart from a chart
Re – positioning chart title
Re – positioning the chart legend
Moving and formatting chart data label
Modifying chart axis scales
Preparing dynamic charts
Vishal Iyer, CFA
Over 6 years of experience in corporate finance; involving the development of derivative strategies, working capital, cash flow and risk management.
Karan Sharma, CFA
Over 10 years of experience in M&A advisory, financial modelling, buy side equity research, advanced excel and financial statement analysis.
Rahul Sonthalia, CFA
Over 12 years of experience in the area of macro-economic research, equity research, investment banking, with specialization in financial analysis, equity valuation, and Financial Modeling.
Currently there are no public classes/sessions scheduled for this course yet. For any in-house or private training, please contact us.