In this course we will explore ways of automating monthly, quarterly, and yearly financial reporting processes to achieve the ultimate goal of “one-click reporting”.
In this course, we will explore ways of automating monthly, quarterly, and yearly financial reporting processes to achieve the ultimate goal of “one-click reporting”. We will start with a brief overview of the dilemmas facing accountants and analysts. From this we will discuss how we can set up financial reports in Excel based on accounting system export (direct report or financial data).
This leads to an introduction of EXCEL formulas, Pivot Table, and simple VBA macro. Then we will work with each formula to transcribe system-generated report or data into standard financial reports. This course will serve as review for accounting and finance professionals who need to sharpen their EXCEL skills in automating monthly/quarterly/yearly financial reporting. Field of Study: Computer Software & Applications
2 activities • 1 videos • duration: 1h 10m
Financial Reporting Expert
Lenny is Senior Financial Analyst at Ausenco. Lenny has over 15 years combined experience in financial planning and analysis (FP&A), financial reporting and modeling, and compliance auditing. Lenny supervises Adaptive Insights system budgeting, and is a CPA, CGA, and a Certified Adaptive Insights Professional and Certified Xero Partner. Lenny is a proponent for "One-click Reporting" for analysts and "Self-service Reporting" for executives. He has strong belief that reporting and closing should be hours rather than days or even weeks. Lenny also acted as local CPA chapter board officer and volunteered for Canada Revenue Agency as a Community Volunteer Income Tax Program consultant. Education MBA, Finance : George Washington University - SBPM (School of Business and Public Management) - [1998 to 2000]
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Good content providing a recap on Excel functionality and steps to achieve one-click reporting.
Good course, learned some new things part from refreshing some old ones that I have not used for a long time. Thank you.
It was a good match and I enjoyed the pace of the teaching.
I thoroughly enjoyed this course. Within the first half-hour I became excited at the potential of incorporating these tips in my financial reports
