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A2: High-Powered Excel for Finance
Course Length: 1 day
Advanced Excel features and functions for Finance and Accounting power users, including practical application.
Dates, Locations & Fees | Facilitator |
Download Brochure | Run this course In-House | Back
What you get From this Course
- Go far beyond simply explaining Excel's features and functions!
- Learn how to apply these to get more done and produce reliable, consistent, maintainable, user-friendly results.
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Gain knowledge and skills you can use in your work every day to transform your Excel work and make decisions with confidence.
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Agenda Highlights
Download Brochure
- Valuable, time-saving techniques
to reduce re-keying of data and increase automation.
- Key features every budget needs
to make it easy to maintain and easy to use.
- The essential functions used by
experts to increase consistency and reduce data entry.
- Clever range name techniques that
improve reliability and readability.
- Best practices for producing flexible
and reliable lookups.
… and more!
- Learn Excel's hidden shortcuts
to many common tasks that can save you hours of time
every day.
- Techniques to make maintenance
easier and make your models accurate, reliable and robust.
- Powerful data analysis and visualisation
techniques to identify trends and anomalies.
- How and when to apply macros that
will speed up the creation of your models.
... and ...
Question and answer time so you can
get answers to all those questions that have been bugging
you! ... plus many many more ways to improve your productivity
and reduce your frustration!
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Who Should Attend?
- Management Accountants
- Financial Accountants
- Cost Accountants
- Business Analysts
- Finance and Cost Analysts
- CFO's
- Finance Managers
- Business Bankers
- Corporate Finance Analysts
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Facilitator: Rachel Gregory
 Masters (Professional Accounting), BCom (Finance & International Business), Senior Associate Financial Services Institute of Australia (SA Fin), Microsoft Excel Expert
Rachel is a Senior Business Analyst at Access Analytic, a company which specialises in advanced Excel financial modelling, management reporting and spreadsheet auditing.
Rachel has extensive experience in across a wide range of industries, ERP software and database systems, and has highly advanced skills in Excel and VBA macro programming to improve data analysis, management reporting, and the budgeting/forecasting processes.
She holds a Masters in Professional Accounting and is also an experienced and energetic communicator who specialises in training and presentations.
Rachel is highly experienced, having completed many successful projects for corporates of all sizes in areas such as:
- Budgeting and forecasting
- Financial modelling
- Board and Management reporting information packs
- Revenue/Cost data analysis and reporting
- Business process improvement and systems
- Project analysis and reporting
- Spreadsheet/database systems integration
Access Analytic’s clients include companies such as Chevron, BankWest, Rio Tinto, Glencore, KPMG, Grant Thornton, Lend Lease and Toyota.
Access Analytic provides training in Advanced Financial Modelling, Company Valuation, Budgeting and Forecasting, and Finance for companies throughout Asia Pacific, the Middle East and Africa region including countries such as Australia, New Zealand, Hong Kong, Singapore, Thailand, China, Indonesia, Bunei, Malaysia, Qatar, Dubai, Iran, and Nairobi.
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Feedback from Previous Participants
| Feedback |
Initials & Position |
| "Overall fantastic! Well presented!" | S.V., Corporate Finance,
BDO Chartered Accountants |
| "Good notes; questions and answers very well handled." | K.L., CFO,
Precise Business Solutions |
| "The course was excellent with very practical examples." | M.W., Partner,
Brearley Quill Kenny Chartered Accountants |
| "The course was very well structured and even though I was an intermediate -beginner excel user, I could easily understand the topcis covered." | M.G., Senior Accountant,
Brearley Quill Kenny Chartered Accountants |
| "I genuinely found the course to be excellent." | L.B., Accountant,
Alcock Brown-Neaves Group |
| "I just wanted to thank you again for the training day you ran here in Brisbane. This was the best value training I've done in a long time and I'm already putting your tips into practice - still looking for a chance to use sumproduct! :)" | J.J., Senior Accountant Corporate Advisory & Reporting,
Queensland Rail |
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Benefits & Inclusions
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Practical:
Rachel Gregory is a highly experienced facilitator who
actively and regularly consults to clients also. |
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Applicable:
apply what you learn to your job to further your career. |
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Hands-on:
the course is designed to provide maximum hands-on
experience. |
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Passionate:
Rachel Gregory loves this subject! |
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Clear: we
specialise in translating complex subjects into concepts
that are easy to understand. |
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On-going help:
you can always e-mail the facilitator. |
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CD: includes
worked examples, suggested solutions, reference materials,
and a large variety of templates that can be immediately
applied to kick-start your projects. |
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Comprehensive course
notes. |
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Networking:
meet industry peers and hear how they approach this
subject. |
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Small groups:
seats are strictly limited to ensure maximum interaction
with the facilitator. |
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Certificate
of completion. |
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... and much more! |
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Dates & Locations
Register your interest below and we will notify you when future sessions are scheduled in your area. No courses near you?
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Register/Enquiries
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Online: click
any link above to use our secure online registration |
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Phone: call
+61 8 6210 8500 & speak to our facilitators (GMT+8) |
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E-mail: |
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Clients who have 3-4 or more people interested in this course normally prefer to run this course on an in-house basis in their offices.
We can bring all the equipment for up to 8 people so all you need is a room!
Benefits
- Flexibility: we can combine
content from multiple courses to create a custom course
just for you, add-on a workshop or some mentoring sessions
then run everything at the times that suit you.
- Timing options: if you're
in Perth, we can split courses into half or single days
and schedule these at times to suit you
- No hidden extras: our fixed
fee includes all materials and equipment costs for up
to 10 participants
- Cost effective: no extra
fees for extra participants (maximum of 8 per session)
Optional Workshop Add-on
A Workshop is a half or full-day group session where participants bring along their Excel models to gain help, ideas and suggestions on how their models could be improved.
Clients often book a Workshop in addition to the standard training course since the Workshop provides a fantastic way for participants to:
- apply and reinforce the knowledge and principles from the course
- gain immediate productivity benefits in their Excel models
- better understand the models that are used in their office
For all these reasons, clients booking workshops gain a far greater return on their training investment.
Cost: AUD3,000 (full day), or AUD1,600(half-day)
To gain all these great benefits, just book your workshop when arranging your course.
In-house Course Fees
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Recommended Add-ons |
| Location |
Fee per Day |
1 Mentor Session |
6 Mentor Sessions |
| Perth metropolitan area |
AUD3,000 |
AUD400/person |
AUD2,160/person |
| Other Australia |
AUD3,500 |
AUD400/person |
AUD2,160/person |
| Overseas |
AUD4,000 |
AUD400/person |
AUD2,160/person |
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Notes:
- Prices exclude GST
- Fees are per day, NOT per participant
- A 10% discount applies when booking 5+ full days
of training
- Fees include all disbursements
- Many courses can also be split into half-days (please enquire)
- Fees for locations outside of Perth do not include equipment
Call Rachel Gregory on +61 8 6210 8500 to discuss your requirements.
Bundled Course & Mentoring
Mentoring sessions are 2-hour, individual, one-on-one sessions with the facilitator
where participants use their own files and work on any issue they choose.
Training in this manner allows participants to reinforce the principles they learned
on the course by applying them to real-life situations and get personalised assistance in private with anything they'd like to discuss.
This ensures a deeper understanding and therefore a much longer-lasting benefit by bridging the gap between what was learned on the course and what happens in real-life.
As a further benefit, it also provides an immediate payoff by improving and enhancing participants' productivity.
Mentoring Details
Booking
To take advantage of the bundled mentoring options, just discuss this when booking your
course and we'll arrange everything.
Call Rachel Gregory on +61 8 6210 8500 to discuss
your requirements.
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| B1 |
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| C1 |
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| W1 |
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Optional add-on workshop for in-house courses. Bring your files along, apply what you've learned and immediately see the benefits.
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