Leveraging Excel for Financial Data

Duration: 90 Minutes
Financial information and Excel are a natural match, but most finance and accounting professionals aren't getting the most out of Excel. Most of us are self-taught, or took the few lessons we learned at the start of our Excel journey and didn't necessarily build from there. The end result is that we do things the long way, rather than the right way. Even if you are getting the end results that serve your analysis and reporting purposes, you could be getting more valuable information, in less time and presented more professionally. This session promises to change the way you think about working with financial data in Excel.
Excel for Financial Data
Instructor: Melissa P Esquibel
Product ID: 505431
Objectives of the Presentation
  • Understanding how Excel "sees" your financial data to get the most out of the application
  • Quickly fix common mistakes and missteps that are making you take the long way around
  • Effectively leverage the money and time aspects of your data with pivot tables, slicers and Sparklines
  • Rounding secrets and dealing with penny differences that drive you crazy
  • Easy ways to generate financial statements and analyze without toggling back and forth between reports
Why Should you Attend
Organizations are continually trying to do more with less. That means, you're being asked to do more in less time for more audiences and more uses. This program will give you the edge to accomplish just that.

Areas Covered
  • Various number and cell formatting pros and cons
  • Basic financial functions and how they are constructed
  • Pivot table fundamentals and beyond for step-saving analysis
  • Leveraging the new data model to drill down to precisely the right information to support your organizations financial decisions
  • Pro tips for navigating worksheets, workbooks, named ranges and formula components
  • Formula auditing tools: trace precedents, dependents and watch windows
  • Tips and tricks for printing success
  • An introduction to dashboards
Who will Benefit
  • Financial Analyst
  • CFO
  • Accounting Manager
  • Controller
  • Administrative Assistant
  • Finance Analyst
  • Finance Manager
  • CPA
  • CFA
  • Mortgage Broker
  • Loan Officer
  • Lending Manager
Topic Background
As a business owner, Melissa has learned to leverage her business data for year-over-year success. As an Excel instructor, she has the benefit of knowing just what tools are available to approach nearly any data challenge.
$300
Recorded Session for one participant
Get life time access with download option!
Book This Course
  $450.00 Training CD
Free shipment within 7 Working Days, from the date of webinar completion. Get life time access for unlimited participants.
  $550.00 Flash Drive
Free shipment within 7 Working Days, from the date of webinar completion. Get life time access for unlimited participants.
For multiple location please contact our customer care team +1-510-857-5896.
Do you want to Host
this webinar at your Organization!
Call us at +1-510-857-5896
Email us at webinar@onlinecompliancepanel.com
Minimum 10 attendees
How it works
Live Session - How it works
  • Login to onlinecompliancepanel with your registered username and password https://www.onlinecompliancepanel.com/login
  • The webinar joining link, username and password for joining the webinar will be updated on your OCP Account 24 hours prior to the webinar
  • Presentation handouts in Downloadable PDF format will be updated on your OCP Account 24 hours prior to the live session
  • Login to the audio conference on the scheduled date and time
  • Get answers to your queries through interactive Q&A sessions via chat at the end of the session
  • Download the Certificate of Attendance and Purchase Invoice from your OCP Account 24 hours after the completion of the session
  • Please let us know your thoughts and views at the end of the webinar, your valuable feedback will help us improve
Recorded Session - How it works
  • Login to onlinecompliancepanel with your registered username and password https://www.onlinecompliancepanel.com/login
  • Upon purchase of the recorded session a link will be updated on your OCP Account within 24 hours
  • Please click on the link to access the Recorded Session
  • Presentation handouts in downloadable PDF format will be updated on your OCP Account within 24 hours of the purchase of the product
  • Download the Certificate of Attendance and Purchase Invoice from your OCP Account after 48 hours of the product Purchase
  • Please share your valuable Feedback at the end of the session
Instructor Profile:
Melissa Esquibel specializes empowering office software users to get the software to work for them, rather than the other way around. As a Microsoft Certified Trainer (MCT) and Microsoft Office Specialist Master (MOSM) with more than 25 years in business application technology, Melissa has a unique ability to make learning programs enjoyable and valuable. Her consulting career spans banking, engineering, construction, government, manufacturing, telecommunications, energy and insurance, which allows her to provide real-world examples and applications. She has enabled everyone from rocket scientists to real estate brokers to put the "productive" back in office productivity software. Her practice also includes business continuity planning, SharePoint governance, and information security policies. Melissa graduated summa cum laude from Strayer University with a Bachelor of Business Administration, majoring in Legal Studies.
View More