Excel for Finance and Accounting

You’ll master practical tools and techniques that save time, improve accuracy, and elevate your financial reporting and decision-making capabilities.
Duration: 1 Day
Hours: 3 Hours
Training Level: All Level
Virtual Class Id: 52181
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$199.00 $332.00
6 month Access for Recorded
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About the Course:

"Excel for Finance and Accounting" is a transformative, skill-based course designed for professionals looking to harness the power of Excel and AI to streamline financial operations and decision-making. This course equips you with advanced Excel techniques for budgeting, forecasting, and financial analysis while leveraging ChatGPT to automate repetitive tasks and enhance strategic insights. By the end of this course, you’ll master practical tools and techniques that save time, improve accuracy, and elevate your financial reporting and decision-making capabilities.

Course Objective:

  • Utilize advanced Excel features for financial analysis, budgeting, and reporting.
  • Leverage ChatGPT to automate financial documentation, streamline workflows, and generate insights.
  • Create dynamic dashboards to monitor financial performance and KPIs.
  • Optimize processes like account reconciliation, expense tracking, and cash flow analysis.
  • Apply AI-driven tools for enhanced financial planning and forecasting.
Who is the Target Audience?

  • Finance and accounting professionals seeking to optimize their workflows.
  • Business owners and entrepreneurs managing their finances.
  • Accountants and financial analysts looking for tools to improve efficiency and reporting.
  • Students and career-switchers interested in finance, accounting, or financial technology.
  • Anyone curious about integrating AI tools with Excel for finance-related tasks.
Basic Knowledge:

  • Basic knowledge of Excel and financial principles is recommended but not mandatory.

Curriculum
Total Duration: 3 Hours
Introduction to Finance and Accounting with Excel

  • Overview of finance and accounting essentials.  
  • Role of Excel in financial management.  
  • Introduction to ChatGPT and its applications in finance.  

Financial Data Management with Excel

  • Setting up and managing financial records in Excel.  
  • Using formulas for expense tracking, cash flow, and account reconciliation.  
  • Organizing and cleaning financial datasets.  

Automating Financial Tasks with ChatGPT

  • Automating invoice creation and tracking.  
  • Generating financial summaries and reports with ChatGPT prompts.  
  • Streamlining routine tasks like payment reminders and email communication.  

Advanced Financial Analysis with Excel

  • Creating pivot tables and charts for financial insights.  
  • Building models for budgeting and forecasting.  
  • Using Excel Solver for financial optimization.

Building Financial Dashboards

  • Designing interactive dashboards for key financial metrics.  
  • Customizing visuals for performance tracking and decision-making.  
  • Integrating ChatGPT for dynamic report generation and updates.  

AI-Powered Financial Strategies

  • Using ChatGPT for risk assessment and cost-benefit analysis.  
  • Applying AI tools for tax planning and compliance.  
  • Real-world applications of Excel and ChatGPT in finance.