Excel for Financial Management

Are you responsible for your Company's finances? You perhaps have a little knowledge about Microsoft Excel, but are you aware of how Excel could be used to help you manage your Company's full finances and give you vital information you need on a day-to-day basis? Our Excel for Financial Management training is designed to meet this crucial information need.

Who would benefit from having this training?

  • Finance professionals needing to enhance their existing Excel knowledge
  • New staff members responsible for Company finances, needing an introduction to the full power of Excel
  • Senior Managers seeking to control and report on large volumes of data
  • Finance professionals wishing to resolve current issues, but their skill level in Excel is holding them back.

Company Specific Training

Each of the sessions will be geared to meet your specific requirements and we will come on-site to deliver the training.  For example, we could run half day or full day workshops to several members of staff or offer the training on a one-to-one basis. 

Topics which can be covered are:

  • Identifying your output - what are you trying to show, what information do you need to see?
  • Automation and simplification of spreadsheets
  • Data duplication
  • Sharing information with colleagues
  • Building in check-totals and validations.

The following Excel features will be covered, although additional features can be added if required:

  • Use of formulas to speed up reporting
  • Building tables using Look-Ups
  • Pivot Tables - data summary at a glance
  • Combo Boxes - how do I use them?
  • Graphs and Charts
  • Building and distributing reports.

For further information, please call 0114 4040 160 or  Contact Us.