[Member Access] CFO Excel Dashboard & Reporting by Josh Aharonoff

Course Title
CFO Excel Dashboard & Reporting by Josh Aharonoff

Description
Join Josh Aharonoff in the CFO Excel Dashboard & Reporting course, where you’ll master the art of financial reporting using Excel. This course kicks off with an introductory video that lays the groundwork and introduces the essential tech stack for successful data organization. Dive into creating tables that bring clarity to your financial data, with step-by-step videos that add depth and context to your tables across two detailed sessions. A critical component of this course is using PowerQuery — learn how to manipulate and transform your data like a pro. Once you’ve set the foundation, you’ll create summarized financial reports that highlight key metrics. This section covers essential topics such as setting dates, constructing profit & loss statements, balance sheets, and cash flow reports. Learn how to customize periods and sections for a tailored reporting experience while effectively measuring period-over-period changes. The course then transitions into creating impactful dashboards. Understanding the nuances of getting data ready is crucial, and Josh covers this extensively. Learn to develop data selectors and craft your first Key Performance Indicators (KPIs) that will impress stakeholders. Finish strong by completing a KPI dashboard that synthesizes all your hard work into a professional visual report. Gain skills that can be immediately applied in your financial career and elevate your Excel expertise to a new level with this focused training.

Why You Will Love This Course
This course equips you with practical skills that make financial reporting straightforward and effective. Mastering Excel dashboards will allow you to showcase your data in a compelling way, making your reports stand out. You’ll gain the confidence to present your financial insights, paving the way for career advancement.

Who This Is For
This course is ideal for finance professionals, including CFOs, accountants, and financial analysts who want to enhance their Excel reporting skills. If you are responsible for financial reporting or are looking to streamline your data presentation process, this course will directly benefit you. Whether you are new to Excel or looking to refine your existing skills, Josh Aharonoff’s tailored approach makes this course suitable for various experience levels.

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