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OnDemand Course

Utilizing Excel® for Financial Analysis and Modeling

Master analysis from data cleansing to conclusions.

Financial analysis and modeling are more important now than ever. Visualizations such as pivots, tables, and dashboards create the clear understanding of complex data that your audience requires. Microsoft Excel® is the most common analysis software on the market. The introduction of business intelligence eliminates the need for more expensive specialty software. With this material, you will master analysis from data cleansing to conclusions. Learn how to simplify statistics to present the most compelling information to improve your operational process and financial management.

60 minutes
Course Exam
Certificate of Completion
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Why Lorman?

Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Reporting With Pivots and BI (Business Intelligence)

  • Budget
  • Actual
  • Forecast

Comparison Charts and Tables

  • Operational Process
  • Cash Flow
  • Purchases

Forecasting and Trendlines

  • Trendlines

Know Your Numbers: Industry Comparison

  • Data Analysis
  • Central Tendencies
  • Variability of Data
  • Standard Deviation

Stability: Profit, Leverage, and Cash Flow

  • Commitment to the Plan
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Why Lorman?

Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

This course was last revised on October 12, 2021.

Call 1-866-352-9540 for further credit information.

  • AIPB 1.0
     
  • This program is acceptable for 1.0 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
     

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Lauritta Sowa

Lauritta Sowa

WiseOwlOps, Inc.

  • Assists owners and senior management in increasing their effectiveness
  • Over 30 years of experience in finance, analysis, and administration
  • Brings diversified insights that reflect the trends and awareness required in today’s business world
  • Supports her clients in facilitating change while increasing profitability, cash flow, and return on investment
  • Her skills have been utilized by a variety of Fortune 500 firms and an array of businesses
  • Specializing in Microsoft® Excel®, finance, and decision-making, she emphasizes the pragmatic skills necessary in today’s business environment
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Why Lorman?

Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • OnDemand Courses
  • Live Webinars
  • MP3 Downloads
  • Course Manuals
  • Executive Reports
  • White Papers and Articles

Additional benefits include:

  • State Specific Credit Tracker
  • All-Access Pass Course Concierge

Questions? Call 877-296-2169 to speak with a real person.

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$699/year

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Product ID: 408370
Published 2021
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Available in Multiple Formats

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