Josh Aharonoff – CFO Excel Dashboard & Reporting

 

Embark on a transformative journey to financial clarity and reporting excellence with Josh Aharonoff’s CFO Excel Dashboard & Reporting course.

Designed meticulously for finance professionals, this course delivers a comprehensive, step-by-step guide to mastering the creation of powerful, executive-level financial dashboards and reports using Excel.

Getting Started: Introduction to Mastery

Dive into the course with an enlightening introduction that sets the stage for your learning journey. Familiarize yourself with the essential tech stack that will amplify your data management and reporting capabilities.

Organizing Your Data: The Foundation of Reporting

Learn to organize your financial data effectively, ensuring that your reports and dashboards are built on a robust and error-free foundation. The course guides you through:

• Data overview and table creation, accompanied by contextual insights
• Advanced techniques using PowerQuery for data transformation.

Creating Summarized Financials Report: The Core of Finance

Gain proficiency in creating summarized financial reports, an essential skill for any CFO:

• Master the intricacies of setting accurate dates for financial reporting.
• Delve into the comprehensive creation of profit and loss statements, balance sheets, and cash flow reports.
• Learn to customize periods and sections for tailored reporting.
• Expertly measure period-over-period changes to provide actionable insights.

Creating Dashboards: Visualization of Success

Unlock the power of Excel dashboards to present financial data compellingly.

• Prepare your data for dashboard creation with advanced Excel functions.
• Design date selectors and craft your first Key Performance Indicator (KPI).
• Build a complete KPI dashboard, incorporating dynamic graphs and a spill array linked to a chart for interactive reporting.
• Compare Budget vs. Actuals through a series of design and chart creation tutorials.

Advanced Dashboard Techniques: Elevating Your Reporting

Elevate your dashboards with a focus on management reporting and cash outflows, including:

• Crafting a professional cover page in Excel
• Leveraging PivotTables and Pivot Charts for dynamic financial dashboards
• Constructing a Break Even Dashboard to visualize critical financial thresholds
• Developing a Spotlight Dashboard to highlight key data points and trends.

Final Touches: Polishing Your Financial Reporting Skills

Conclude your learning with closing remarks that solidify your newfound skills and prepare you to step into the role of a strategic CFO with confidence.

Benefits for Students:

• Acquire the skill set to transform raw data into visually compelling and strategic financial reports.
• Enhance decision-making with accurate, timely, and interactive financial data.
• Become proficient in using Excel for sophisticated financial modeling and dashboard creation.
• Join a community of finance professionals dedicated to continuous learning and improvement.

This course is not merely a set of instructions; it’s a pathway to becoming an indispensable asset to your organization, capable of delivering clear, concise, and impactful financial information.

 Enroll today and redefine your professional trajectory with the expertise that Josh Aharonoff’s CFO Excel Dashboard & Reporting course promises.