Josh Aharonoff – CFO Excel Dashboard & Reporting

Embark on Financial Clarity: Josh Aharonoff’s CFO Excel Dashboard & Reporting Course

Mastering Financial Reporting Excellence

Embark on a transformative journey to financial clarity and reporting excellence with Josh Aharonoff’s CFO Excel Dashboard & Reporting course. Meticulously designed for finance professionals, this course serves as 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

Initiate your learning journey with an enlightening introduction that sets the stage for mastering the intricacies of financial reporting. Familiarize yourself with the essential tech stack that amplifies your data management and reporting capabilities, providing a solid foundation for the course.

Organizing Your Data: The Foundation of Reporting

Learn the art of organizing financial data effectively, ensuring robust and error-free reports and dashboards. The course guides you through data overview, table creation, and advanced techniques using PowerQuery for data transformation, offering contextual insights that enrich your understanding.

Creating Summarized Financials Report: The Core of Finance

Gain proficiency in creating crucial summarized financial reports, a fundamental skill for any CFO. Master accurate date setting, comprehensive profit and loss statements, balance sheets, and cash flow reports. Customize reporting periods and sections, measure period-over-period changes, and provide actionable insights for informed decision-making.

Creating Dashboards: Visualization of Success

Unlock the power of Excel dashboards to compellingly present financial data. Prepare your data with advanced Excel functions, design date selectors, and craft Key Performance Indicators (KPIs). Build complete KPI dashboards with dynamic graphs and spill arrays linked to charts for interactive reporting. Compare Budget vs. Actuals through design and chart creation tutorials.

Advanced Dashboard Techniques: Elevating Your Reporting

Elevate your dashboards with a focus on management reporting and cash outflows. Craft professional cover pages, leverage PivotTables and Pivot Charts for dynamic financial dashboards, construct Break Even Dashboards, and develop Spotlight Dashboards to highlight key data points and trends.

Final Touches: Polishing Your Financial Reporting Skills

Conclude your learning with closing remarks that solidify newfound skills. Prepare to step into the role of a strategic CFO with confidence, equipped with the ability to transform raw data into clear, concise, and impactful financial information.

Benefits for Students: A Pathway to Professional Excellence

Acquire a 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 isn’t just 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 promised by Josh Aharonoff’s CFO Excel Dashboard & Reporting course.