This training allows you to create a budget model adapted to your company, while respecting good practices. Good modeling also means avoiding the most common mistakes and using the right functions, depending on the forecasting objective.
Objectives
To provide the knowledge and skills required to master the advanced features of Excel and pair these with a rigorous methodology in order to build superior accounting and financial models, according to best business practices.
Is it for you ?
All management positions.
Prerequisite
Experience using MS Excel (Course CH271).
Content
- Discover little-known features of Excel: shortcuts, expert tips and tricks
- Using tools: sensitivity analysis and possible scenarios, data analysis with dynamic pivot tables, polished graphics
- Creating macros
- Improving the mastery of functions: integrating multiple functions and creating formulas to handle complex calculations
- Best practices in financial modeling: planning a model, incorporating proven methods
- Rigorously controlling and organizing data: optimizing, simplifying and standardizing models, reducing operational risks
- Combining features and tools in building accounting and financial models
- Formula auditing tools: watch windows, tracing precedents, tracing dependents, etc.
- Naming cells: managing names, defining names, applying names, etc.
- Mastering Excel: exercises and completion of a case study.
See more + / -
- Formula auditing tools: watch windows, tracing precedents, tracing dependents, etc.
- Naming cells: managing names, defining names, applying names, etc.
- Mastering Excel: exercises and completion of a case study.
💡 Useful information
Our training sessions are offered in Montreal or Quebec City, in person or in virtual format. Dates and locations are provided when you select your session below. If you have any questions regarding registration, schedules, the language of instruction, or cancellation policies, please consult our FAQ .
Trainers
Private or personalized training
Do you have several employees interested in the same training course? Whether in person at your offices or remotely in virtual mode, we offer private training courses tailored to your team's needs. Group rates are available. Contact us for more details or request a quote online.
Request a quote