A2: High-Powered Excel for Finance (1 day)

In-Person and Virtual Classroom(in-house only) - Live, instructor-led, interactive training

All of our courses are available for In-house Training. We can also run training virtually. We provide live, instructor-led, interactive courses and our world-class instructors guide you through every step. Our Course Facilitators have over 20 years' experience in delivering training for clients all over the world. A number of Public Courses are scheduled for Perth. Face-to-Face interstate and international training is back in full swing but can still be delivered using online platforms.

Advanced Excel features and functions for Finance and Accounting power users, including practical application.

Expert Facilitators | Customise and run this course In-House | Course Enquiry

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Agenda Highlights

This hands-on course goes far beyond simply explaining Excel’s features and functions – you’ll learn how to apply these to get more done and produce reliable, consistent, maintainable, user-friendly results.

You’ll literally gain the knowledge and skills you can use in your work every day to transform your Excel work and make decisions with confidence. This includes:
Valuable, time-saving techniques to reduce rekeying
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.
  • 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 more!
PLUS Q&A time so you can get answers to all those questions that have been bugging you plus handy tips to improve your productivity and reduce your frustration!

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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.
  • Gain knowledge and skills you can use in your work every day to transform your Excel work and make decisions with confidence.

COURSE OUTLINE

Useful Techniques & Keyboard Shortcuts

  • Control key
  • Right-click
  • The Ribbon & the Quick Access Toolbar
  • Referring to Cells & Ranges
Range Names
  • Creating Range Names
  • Range Name Box
  • Creating Names Automatically
Useful Functions in Finance
  • COUNTIFS
  • INDIRECT
  • AND, OR
  • Text functions: CONCATENATE/&, LEFT, RIGHT, FIND, LEN
  • ROUND/ROUNDUP/ROUNDDOWN
  • IF
  • INDEX/MATCH
  • OFFSET
  • SUMIFS
  • SUBTOTAL
  • COUNTA
  • MAX & MIN
  • OTHER FUNCTIONS
Tables
  • Creating a Table
  • Table Functionality
  • Flexible (Dynamic) Ranges
PowerQuery & PowerPivot
  • How to connect to data sources (Excel, databases, text files, web pages etc)
  • How to manipulate the data to clean it up & get it into the format required
  • Data modelling: how to merge and connect data sets together
  • Introduction to DAX and writing formulas for reporting

Pivot Tables and Pivot Charts

  • Creating a Pivot Table
  • Analysis with Pivot Tables
  • Pivot Charts
Conditional Formats
  • Preset Conditions
  • Formula Driven Formatting
  • Modifying Conditional Formats

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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: Jeff Robson

Masters (Applied Finance), B.Com (Accounting & Information Systems), FAIM, F Fin, GAICD, CISA, Excel Expert| LinkedIn | Jeff is the founding Director and Principal Business Analyst at Access Analytic Solutions. He has over 20 years’ experience in chartered accounting, business management and consulting. Jeff holds a Masters in Applied Finance and is a Certified Information Systems Auditor. He is highly regarded and recognised around the world as an expert in the field of financial modelling and Power BI reporting. His achievements have been recognised by his peers and he is a Fellow of both the Financial Services Institute of Australasia and the Australian Institute of Management. Jeff has extensive experience in best practice management reporting, data analytics, business analysis, and financial modelling and is also an entertaining international presenter and trainer on these subjects. Jeff is the author of a number of white papers on financial modelling on subjects such as Financial Modelling Best Practices and Financial Model Auditing. He provides training for companies throughout Australia, New Zealand, Asia, South Pacific, the Middle East, and Africa.

Facilitator: Wyn Hopkins

Excel MVP, B.Sc. (Hons) Accounting & Financial Management | LinkedIn | Wyn qualified as a Chartered Accountant with PricewaterhouseCoopers in the UK in 2000, before working as an analyst for the FTSE 100 companies HBOS and Barclays. Microsoft awarded him the status of  Most Valuable Professional for the 7th year running in 2023. This recognises his expertise and willingness to share his knowledge via blogs, articles, community events and YouTube videos. The Access Analytic YouTube channel now has over 85, 000 subscribers. Wyn is an experienced Trainer and Excel / Power BI Developer. Since joining Access Analytic in 2007, he has delivered hundreds of amazing solutions for clients including many for Chevron and other leading organisations in Perth.

Facilitator: Yury Tokarev

PhD, Chartered Accountant, Bachelor of Business (Finance and Economics), Microsoft Certified Excel Expert (MCEE) | LinkedIn | Yury is a Director and an International Training Specialist at Access Analytic Solutions. He has over 25 years of experience in corporate finance, chartered accounting, and consulting. Prior to his current role he worked in Business Services and Advisory at WHK Chartered Accountants and Corporate Finance at one of the top European Investment Banks. Yury has wealth of experience having delivered hundreds of Financial Modelling, Power BI and Excel solutions to clients ranging from start-ups to multi-billion corporations, including Chevron, Woodside, Northern Star Resources, Quadrant Energy, TransAlta and many more. Yury is also an international trainer on these subjects, and provides training for companies throughout Australia, Asia, the Middle East, South Pacific and South America.

 

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 topics 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! :)&quot J.J., Senior Accountant Corporate Advisory & Reporting, Queensland Rail
Right blend of support to participants. M.G., ENI Australia
Good examples, worked well through during class. S.M., ENI Australia
The course was very well run. The information was tailored to my need and was run at a good pace. D.B., Bankwest
Everything covered was useful, relevant and suited to my experience. C.R., Bankwest
Very relevant to my work. I engaged learning time savings things. S.J., Bankwest
Good course to help with Excel skills. Trainer recommended. C.A., Chevron
Excellent course. The best Excel Course I’ve attended so far. S.R., Bankwest
Great course to help us save tme when working on Excel. Thank you! D.B., Chevron
Great course and very helpful. Looking forward to updating my workbooks. L.O., Chevron
Compared to other Excel courses I have been to this one was definitely the most comprehensive and useful. C.S., Chevron
Really enjoyed the course. Very good tips and insight. C.S., Chevron

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Benefits & Inclusions

Practical: Highly experienced facilitators who actively and regularly consult to clients also.
Applicable: apply what you learn to your job to further your career.
Hands-on: the course is designed to provide maximum hands-on experience.
Passionate: Our facilitators love this subject!
Clear: we specialise in translating complex subjects into concepts that are easy to understand.
On-going help: you can always e-mail the facilitator.
Comprehensive course notes.
Networking: meet industry peers and hear how they approach this subject.
Certificate of completion.
… and much more!

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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 assist with the hiring of laptops if required (note: an additional cost applies).

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
  • Cost-effective: no extra fees for extra participants

In-House Details & Pricing

  • Structure: half-day or full-day sessions
  • Location: all courses are available in-house, many are also available in open sessions
  • Class size: strictly limited to 10 to allow maximum interaction with the facilitator
  • Provided: projector, laptops, manual, files
  • In-house Fees: contact us today to discuss your requirements or open our Chatbot below

In-house Course Fees

Call us on +61 8 6210 8500 to discuss your requirements.

Notes:
– We are happy to customise our courses to suit your requirements
– A 10% discount applies when booking 10+ full days of training in any 30 day period
– Many courses can also be split into half-days (please enquire)
– Fees for locations outside of Perth do not include equipment

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