Overview

This one day online course is designed to provide you with a toolbox of techniques and structures that you will instantly be able to apply to your work. You will be guided through the functions, formulas and techniques in the realms of Excel, Python in Excel and in Power BI: collectively a combination fit for any serious financial modeller.

The topics chosen for today’s course reflect not only the kind of work that you do but also the rapid pace at which Excel, Python and Power BI are developing.

The day is divided into four discrete sessions, each with its own objectives and outcomes. As far as possible, all examples, cases and models will be developed using data from the real world, including data taken live from the web during the presentations. In that way, you will be able to appreciate the vagaries of raw and real data that are often missing from textbook and simulated data.

The course is aimed at anyone, whether they work in finance, accounting, marketing, sales, production services, procurement or HR … in fact, from anywhere in the organisation for which the preparation or development of some or all of a financial model is important.

A deep and detailed knowledge of finance and accounting is not necessary for this course and in the same light, while you will face mathematical and statistical examples during the course, no deep and detailed knowledge of the subjects is required.

Learning Objectives

By then end of this training day, you will be able to

• Generate dynamic solutions to a wide variety of tasks that you complete under the general heading of financial modelling
• Identify and complete functional and related budgets in a meaningful and realistic way
• Apply advanced visualisation techniques to your financial modelling work that will enable you to present your work in the most meaningful ways
• Set up a working template to illustrate your financial modelling ratio analysis output as well as providing insights into your benchmarking and KPI analyses
• Analysing the data or a single organisation and multiple organisations all at the same time.
• Explore the more advanced aspects of visualisation techniques.
• Turning relatively complex modelling elements into single cell solutions.
• Open up a demonstration of the major elements of functional and support budgets that will conclude with a fully worked solution to a recognisable set of budgets.

Featuring Our Speakers

 

 

 

 

 

Duncan Williamson

Award Winning Author, Faculty Leader and Contributor

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Duncan is an Accounting and Management Consultant with significant experience with a sustained record of success established in the Educational, Financial and Commercial marketplaces. Duncan is an inspirational presenter whose excellent communication skills have been demonstrated across several countries and cultures assisting students, trainees and colleagues to achieve their full potential. Duncan’s international experience includes projects and consultancies carried out in the Middle East, Africa, South East, South and Central Asia, the Caucasus, Australia, New Zealand, the Balkans and Denmark. He also regularly works with colleagues from around the world via his online activities. Duncan combines his extensive academic and training experience with significant manufacturing and commercial work.

In addition to working as a teacher and trainer, Duncan has experience of working in a wide variety of settings, ranging from working as a management accountant in process industries in the UK to product cost consulting in several industries in Eastern Europe. Duncan has published widely over the years and his publications listing includes Have published books and articles, case studies and so on: my latest series of books is a three volume set entitled the Power Trilogy: Power BI, Power Pivot and Power Query Finance. I have also recently published The Non Financial Manager and my four volume work, Excel Solutions for Accountants, all of which have been published by www.bookboon.com. In addition, Duncan has written The Accounting and Bookkeeping Coach, published in April 2014 by Hodder and Stoughton.

He self published, via amazon.com, three books in 2012: a large starter book on Excel together with much small introductory text on Excel. He maintains his own Blog, Duncan’s Diurnal Diatribe, that contains many articles and observation on spreadsheeting, modelling, accounting and finance. He contributes significantly to various spaces on www.quora.com Duncan holds an MBA degree from the University of Newcastle upon Tyne in the UK together with a Diploma in Marketing from the Chartered Institute of Marketing. He also holds a Certificate of Education and a Higher National Diploma in Business Studies.

Who should attend?

Professionals in corporates and financial institutions who need to create useful and robust financial models.

• Bookkeepers
• Accountants
• Financial managers
• Marketing managers
• Sales Managers
• Production managers and engineers
• Procurement professionals
• HR staff
• All staff with financial modelling needs

Topics Covered

• Training Methodology
• The Financial Modelling Dynamo
• How do we really Create a Budget?
• Advanced Visualisation Techniques
• Natural Language Ratio Analysis