Data Analysis for Financial Managers

Course Outline

Data analysis has become an integral component of financial management. Using Microsoft Excel to effectively make data-driven decisions can be complex and overwhelming. You will gain the skills and techniques to face this challenging task through real-world exercises. You will learn how to use Excel to validate data and construct financial models to ultimately make the best possible decisions for your program or agency.

This course will be very practical. Therefore the pattern of delivery will include tutorials, hands–on exercises, and case studies. It is expected that at the end of each course, participants would have acquired immense skills useful to their personal growth, efficiency, and workplace productivity.

  • Use Scenarios & Goal Seek
  • Use templates, data tables & solve problems
  • Use automatic formatting & styles
  • Work with views, consolidate worksheets
  • Create & revise PivotTables
  • Use, record & edit macros
  • Perform basic statistical validity calculations
  • Use Excel’s financial functions to calculate the amounts, rates, and time necessary to achieve financial goals or meet financial requirements
  • Calculate the financial value of a project or proposal and select among alternatives using basic measures such as Net Benefit (NB), Present Value (PV), Net Present Value (NPV), and the Internal Rate of Return (IRR)
  • Calculate breakeven points and/or required volumes via graphical analysis, algebra, and Excel’s Goal Seek tool to achieve financial goals
  • Utilize Excel’s Data Table and Scenario Manager tools to display the results of various financial scenarios by altering variables
  • Utilize Excel’s Solver tool to create optimal job and supply or supplier assignments, given constraints

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