The webinar will be presented in four parts.
First, the course introduces a business case of a financial model that allegedly "did it all wrong". The model requires over 30 steps and over 1 hour just to report on a simple 1-measure report. This becomes a great candidate for this Model Makeover course.
Next, the course lists what make a model great and how to achieve them:
Third, we illustrate the full skills of building the fully overhauled model that would only take 1 minute to generate the report with only 2 steps. The whole process includes:
- Data sourcing
- Data processing
- Report generating
- Automating, and
Last, the course evaluating the newly built model to determine how well it meets the requirements of a great Excel model.
Why you should Attend
If you find yourself stuck in a model that takes forever to manually copy and paste data from various sources and consolidate them before feeding them into a report, then this webinar is for you.
Join me in the webinar
- To learn how to utilize state-of-the art data transformation in modeling
- To learn how to build your own “bot” to automate the manual steps
- To learn how to reduce reporting time from 1 hour to 1 minute or less!
It does not matter if you are an Excel novice, or an Excel Advanced user, everyone is sure to learn something new, I can guarantee you on that, as this happened to me time and time again when I tuned in to other master’s Excel lessons.
Areas Covered in the Session
- Introduction: what is Excel Modeling?
- 10 Don'ts in Excel Modeling
- 10 Dos in Excel Modeling
Who Will Benefit
- Business Analysts
- Financial Analysts
- Financial Reporting Analysts
- VPs of Finance
- Accounting Managers
- Administrative Assistants
- Other Professionals
Lenny WU A proponent for automated financial reporting and self-service dashboard reporting, Lenny Wu is a tech-savvy CPA who integrates technology into financial reporting and Big Data analysis using Power Query, Power Pivot, Power BI and Adaptive Insights. Lenny also provides professional training in MS Excel and other programs on prominent online training sites.
Experience: 15+ years experiences in financial planning and analysis (FP&A), financial reporting and modeling, process streamlining, and Big Data analysis. Strong presentation skills. 6+ years as Subject matter expert (SME) on Adaptive Insights budgeting system with a public company.