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Team Development 11 - Best Practice Financial Modelling

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Best Practice Excel Skills

Dan Wells December 22, 2023

In today’s business landscape, proficiency in Excel is not just an advantage; it’s a necessity. Whether you’re an aspiring financial professional, a seasoned CFO, or anyone looking to boost their productivity, this section of the course offers skills in the world of numbers, data, and analysis.

Unlock the power of data manipulation with our “10 Useful Excel Formulas” segment. From VLOOKUP to SUMIFS, we delve into the most practical formulas that streamline calculations, analyze data, and transform raw numbers into actionable insights. Whether you’re a finance expert or a beginner, these formulae will elevate your data-handling capabilities.

The ability to navigate Excel quickly and efficiently is a game-changer in any financial role. Our “20 Excel Shortcuts” segment equips you with the tricks and techniques to move through Excel with finesse, saving time and minimizing manual effort. Furthermore, “10 Data Visualizations using Excel” explores the art of transforming data into compelling visuals, making your insights comprehensible and impactful. These skills are vital in creating persuasive financial reports and presentations, ensuring that your data resonates with stakeholders.

In the fast-paced world of finance, the month-end financial close is a critical yet often manual-intensive process. For CFOs and finance teams, automating this process, accelerating reporting, reducing errors, and gaining AI-driven commercial insights are paramount. Four market-leading technologies have emerged as game-changers in achieving these goals: Python for Excel, Power Query, Power BI, and Co-Pilot.