Training Course in Creating Advanced Financial Statements with Microsoft Excel

Overview

In today’s fast-pased business environment, accountants and financial professionals must create accurate and insightful financial statements. Our comprehensive training course, “Training Course in Creating Advanced Financial Statements with Microsoft Excel,” is designed to provide you with the skills needed to leverage Excel’s powerful features for financial reporting. This course will guide you through the intricacies of financial statement preparation, ensuring you can produce clear, precise, and professionally formatted documents

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Objectives

• Understand the Financial Statement components and variations
• Complete a Transactions page and Profit and Loss statement that summarizes monthly transactions.
• Understand the components of a Balance Sheet.
• Design and format financial statements that meet industry standards and enhance business decision-making.

Course Outline

Module 1: Introduction to Financial Statements

• Overview of financial statements: Balance Sheet, Income Statement, Cash Flow Statement
• Key components and their significance

Module 2: Excel Fundamentals for Financial Reporting

• Essential Excel functions and formulas for financial analysis
• Data organization and management

Module 3: Advanced Excel Techniques

• Creating dynamic financial models
• Using pivot tables and charts for financial analysis

Module 4: Financial Statement Preparation

• Step-by-step process to create Balance Sheets, Income Statements, and Cash Flow Statements
• Best practices for accuracy and consistency

Module 5: Formatting and Presentation

• Techniques for professional formatting
• Enhancing readability and presentation of financial reports

Target Group

This course is ideal for:

• Financial analysts, accountants, and business managers.
• Individuals who seek to improve their skills in creating financial statements using Microsoft Excel.

No prior advanced Excel knowledge is required, but a basic understanding of Excel and financial principles is beneficial.

Cost

• 5-Day Course: €3700
• 10-Day Course: €6500

This program is available on different dates upon request, providing flexibility to fit your schedule. Contact us to find a date that works best for you.

Organizers

This course is organized by the Geneva Institute of Business Management and its partners across Europe, ensuring high-quality instruction and a globally recognized certification.