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Beacon FinTrain

Provides an array of professional business and financial training services that stem from improving a corporate's treasury workflow —all the way to efficient, finance training programs.

Course Overview

This intensive in-depth 3-day workshop covers all aspects of writing financial reports and building custom dashboards and great presentations with data visualization techniques.
During the workshop, participants will learn the core principles and practical applications of reading, analyzing, and writing financial reports and will discover how to create impressive, interactive, and easy to read dashboards. Participants will also learn how to create clear and impactful data visualizations to support their viewpoints and to help them make data-driven recommendations. By the end of the program, participants will have an enhanced understanding of the topic and will apply and practice what they have learned on various exercises, case studies, and examples.

Learning Outcome

Identify the purposes of Financial Reporting ,

Write a Financial Report ,

Examine the Excel logic functions that are important for incorporating dynamics into your dashboard ,

Create compelling, interactive dashboards to combine several visualizations into a cohesive and functional whole ,

Create advanced charts to improve your ability to work quickly and efficiently with complex data (Gauge charts, bullet charts, and waterfall charts) ,

Use conditional logic during creating calculated fields such as the running sum, moving average, and year-over-year growth ,

Course Outline

  • Help you read a company’s annual report
  • The related notes to the financial statements
  • The balance sheet
  • Case study - Espresso Software Financial Statements and Notes.

  • Purpose of cash forecasting
  • Best practices for cash forecasting
  • Forecasting methods

  • The theory behind visualization and why we need data visualization?
  • What is storytelling with data?
  • Tailor your message
  • Data visualization overview
  • Why focus on visuals?

  • Review the various visual options
  • Know when to use what type of visual
  • Know what not to do

  • Understand why pre attentive attributes matter
  • Learn what each of the attributes are
  • Learn how to incorporate them in charts

  • Use guides to make messages intuitive
  • How to build a dashboard

Who Should Attend