EXCEL FOR FINANCE MANAGERS AND ACCOUNTS EXECUTIVES
DESCRIPTION
This two-day Excel training program is designed specifically for Finance Managers and Accounts Executives who rely on Excel for monthly financial reporting, budgeting, reconciliations, and management analysis. The course focuses on structuring financial data properly, applying finance-relevant formulas, and building reliable Excel-based reporting workbooks.
Participants will work with realistic finance datasets such as trial balances, general ledger listings, sales and expense details, and bank statements. By progressing from structured data preparation to intermediate calculations, analysis techniques, and reporting tools, participants will develop practical skills to support month-end closing,
- This course is suitable for finance professionals who already use Excel for basic reporting. Participants should be comfortable with basic data entry, simple formulas such as SUM and AVERAGE, and basic formatting. No programming or VBA knowledge is required.
- MODULE 1: STRUCTURING FINANCIAL WORKBOOKS AND DATA
- MODULE 2: DATA VALIDATION, NAMED RANGES, AND FINANCE INPUTS
- MODULE 3: FINANCE CALCULATIONS WITH CONDITIONAL AND AGGREGATION FORMULAS
- MODULE 4: LOOKUP FUNCTIONS FOR CHART-OF-ACCOUNTS AND MAPPINGS
- MODULE 5: DATES, PERIOD HANDLING, AND VARIANCE LOGIC
- MODULE 6: SORTING, FILTERING, AND SUBTOTALS FOR FINANCIAL ANALYSIS
- MODULE 7: PIVOTTABLES FOR MANAGEMENT REPORTS
- MODULE 8: FINANCE DASHBOARDS
- MODULE 9: BUDGETS AND SIMPLE WHAT-IF ANALYSIS
- MODULE 10: RECONCILIATIONS AND COURSE WRAP-UP
- FINAL WORKSHOP PROJECT
Course Fee: (per PAX)
(Physical Classroom)
Course Fee: (per PAX)
(Virtual Classroom)
RM 2,000
RM 1,800
Buying for yourself?
Write to us in the form below, we will contact you to discuss how best to fit your schedule.
Buying for a Team?
Write to us in the form below, we would be happy to talk to you about a group DISCOUNT.
Course Features
- Lectures 0
- Quizzes 0
- Duration 2 days
- Skill level Intermediate
- Language English
- Students 0
- Assessments Self
