As an FP&A professional, you understand the crucial role of data in financial planning and analysis. If you haven’t leveraged the latest features in Microsoft Excel for data cleaning and reporting, you’re not harnessing its full potential. This two-day workshop is designed to introduce FP&A professionals to Modern Excel and its suite of powerful analytics tools.
Download a PDF brochure for this workshop below:
Workshop overview
- Power Query for Financial Data Management: Learn to build efficient data cleaning workflows tailored for financial data, ensuring accuracy and timeliness in reporting.
- Advanced Financial Modeling with Power Pivot: Dive into relational data models and financial dashboard creation directly in Excel, using Power Pivot to handle complex financial datasets.
- Next-Gen Features for FP&A: Explore dynamic array functions, AI-powered insights for financial forecasting, and Python integration for advanced financial analysis.
Organizations I’ve worked with include:
By the end of this workshop, you’ll be adept at creating sophisticated financial reports and analyses, elevating your FP&A capabilities beyond traditional Excel usage.
Why Modern Excel for FP&A?
Modern analytics involves advanced techniques for interpreting large volumes of financial data, from historical performance analysis to predictive financial modeling. Today’s FP&A demands tools that are not only versatile but also interoperable, allowing a wide range of analytical activities.
In recent years, Excel has transformed into a formidable tool for modern data analytics, particularly in the FP&A sphere. This workshop aims to break the stereotypes about Excel, showcasing its robust capabilities for financial analytics, including Power Pivot, Power Query, and other integrated tools, proving it’s much more than a basic spreadsheet application.
Tailored for FP&A Decision-Making
This workshop will empower FP&A managers to make informed decisions about analytics software investments, demonstrating how Excel’s comprehensive features can replace specialized, expensive software for a fraction of the cost.
Workshop Benefits
- Structured Financial Data Handling: Learn to organize financial data in Excel for maximum efficiency and accuracy.
- Seamless Data Integration: Easily connect to various financial data sources without cumbersome conversions.
- Advanced Data Cleaning Techniques: Develop repeatable, hassle-free data cleaning processes for financial data.
- Dynamic Financial Dashboards: Create compelling financial dashboards and visualizations using relational data modeling.
- AI-Driven Financial Insights: Utilize AI and natural language querying for deeper financial analysis and insight generation.
Why Choose This Workshop?
- Participative and Practical: Engage in hands-on activities using real financial datasets, ensuring immediate application of learned concepts.
- Led by an Industry Expert: George Mount, with a decade of experience in data analytics and financial modeling, brings authoritative insights and practical applications.
- Customizable Content: The workshop can be tailored to use data from your organization or sector, ensuring relevance and practicality.
Who Should Attend
This workshop is ideal for FP&A professionals, including financial analysts, budget controllers, and finance managers. Basic familiarity with Excel functions like PivotTables or VLOOKUP() is helpful but not required. No coding experience is necessary.
Workshop Deliverables:
- Two days of comprehensive instruction (online or onsite)
- Detailed demo notes and step-by-step guidance
- Supplemental video content for post-workshop practice
- Lifetime access to all workshop materials
Workshop Highlights
- Power Query in FP&A: Understand the ETL process and its relevance in financial data management.
- Power Pivot for Financial Reporting: Learn to build efficient data models and reports for financial analysis.
- Dynamic Array Functions for Financial Analysis: Utilize advanced Excel functions for responsive financial calculations.
- Augmented Analytics in Excel: Explore predictive analytics and AI applications in financial planning.
- Python Integration for Financial Processes: Automate and enhance financial analyses using Python.
About Your Instructor
George Mount, founder of Stringfest Analytics, brings over 10 years of experience in data analytics and financial modeling. He is a renowned expert in Excel and author of “Advancing into Analytics: From Excel to Python and R.”
Software Requirements
Please have the desktop version of Excel for Windows 365 installed for the best workshop experience.
Get Started
To elevate your FP&A capabilities with modern Excel, contact us to begin your journey into advanced data analytics and reporting in Excel.