Duration : 1 day
Cost: $990.00 inc. GST.
"“Danielle has been supporting our management reporting and budgeting systems since 2004 and we have found her assistance to be invaluable. She is always very responsive and helpful ..Thanks so much - we couldn't do without you!""
There are currently no workshops scheduled for this course.Take this course in-house
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Designed for the busy support professional, this course will improve your financial knowledge as well as your technical Excel skills. You will gain an overview of fundamental accounting and financial concepts, and learn how to present the data available to you into a concise report. This is a practical course in which you will develop the skills to build your own financial reports which can be taken away for future reference.
This course is aimed at Executive, Administrative, Team or Personal Assistants, Secretaries, Administrators, Coordinators, Office Managers and others in corporate operational roles.
Research has shown that the role of the Executive Assistant has evolved considerably in recent years. Support staff are often expected to initiate their own report writing and even perform some level of financial analysis. This course is designed to arm the modern Executive Assistant with the essential financial and technical knowledge to perform key tasks with accuracy and efficiency.
This specialised course is not a general Excel training course; rather it teaches the use of Excel in a Reporting context. It is assumed that participants have either undertaken a basic Excel Introduction course, or else are able to:
Public courses are run in a computer laboratory with workstations provided. Participants may bring their own laptops if they prefer. The course is demonstrated using the latest version of Microsoft Excel, but students can use other versions of Excel if they prefer. Course materials contain instructions for all versions, and Excel 2011 for Mac users are also catered for. PCs are used during this course, so Apple Macintosh users may prefer to bring their own laptops.
During the course, participants will create their own Excel reports to take away with them. Each participant is provided with a 1GB USB memory stick on which they will be able to take their files away for future reference.
This course builds on participants' basic knowledge of simple formulas and incorporates these into Excel based reports.
Make Excel work for you. Love it or hate it, Excel is the most commonly used corporate reporting tool. We will explore the use of Excel for reporting, and the issues with upgrading to the newest version of Excel.
Become familiar with the "language of accounting and finance". What is a P&L? What’s the difference between a budget and a forecast?
We'll discuss other non-financial reports you may be required to build or maintain.
Essential formulas&tools to know and how to use them.
Research has shown that more than 90 per cent of corporate spreadsheets have material errors in them*, and many disasters in corporate history have been blamed on formula error! Learn how to avoid errors when building your Excel reports.
Important decisions may be based on the outputs of your reports. Detailed and well-documented source referencing and assumptions are a crucial part of a well built report.
How to build a basic budget report in Excel
Learn the importance of displaying results clearly and concisely in order to get your message across.
The results of many reports need to be displayed in PowerPoint. Learn the best way to summarise your data into a PowerPoint Presentation.
* "Managing Spreadsheets" Whitepaper by Philip Howard, April 2005