Finance / Accounting Courses

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    NEXT GENERATION EXCEL: ADVANCED BUSINESS AND FINANCIAL REPORT

    It is a fact, Excel is the accountant's, finance and business professional's best friend! You and I know how overwhelmed we are with the abundance of unstructured data. Monthly, quarterly and annual closing are immensely data driven and require moving and exporting data from 'ERPs' and databases to Excel. This hands-on course will advance your data massaging, modeling, integration and automation skills to new levels. You will also master normalization and massaging of noisy data, preparation of reports, analysis and reconciliation. This course is Excel based allowing you to develop an exclusive level of expertise and adding immediate value to your job and company.

    Target Audience

    Business, finance and accounting professionals, senior and junior accountants, business analysts, research professionals, marketing and sales, administrative staff, supervisors, general business professionals and staff from any function who need to learn and apply state of- the-art techniques to their daily business reporting, reconciliations, and analysis.

    Target Competencies

    • Massaging of unstructured and noisy data
    • Reporting, analysis, and reconciliation
    • Data modeling Integration with external data sources
    • Automation and macros

    Course Methodology

    20% of the course is design and structure focused. 80% uses MS Excel as a powerful tool to perform daily, monthly and periodic tasks. Groups and individuals will be required to complete exercises, case studies, and projects on daily basis.

    Course Objectives

    By the end of the course, participants will be able to:

    • Apply Excel reporting expertise in business, finance, and accounting by enhancing data slicing and dicing, data massaging, and data aggregation skills
    • Use pivot tables and pivot charts to perform automated report writing, analysis and reconciliation most efficiently
    • Develop dynamic business dashboards and scorecards by linking-up excel with access, web, text, SQL, and other databases
    • Repeat tasks and generate reports efficiently by recording, running and editing macros
    • Acquire numerous tips and tricks that will improve their working efficiency

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    EFFICIENT FINANCE & ACCOUNTING OPERATIONS

    Stop what you are doing, take a step back, and look at how you perform your work. You will probably agree with me that things are currently effective but could be more efficient. This course will take you through all the building blocks of accounting and finance with the aim of presenting you with the tools and techniques necessary for enhancing them. From accounts payable and cash management to budgeting and financial statements, we will show you best practices in tools and techniques that will make your job easier and help you deliver more value. The course will also cover behavioral concepts related to the day-to-day accounting and finance operations.

    Target Audience

    Professionals in the field of finance and accounting, managers, supervisors, and finance professionals who desire to understand, apply and implement practical tools to enable them to run the finance and accounting departments more efficiently.

    Target Competencies

    • Accounts Payable (AP), accounts receivables, inventory and fixed assets tools and techniques
    • Financial statements
    • Budgeting
    • Cash management
    • Excel reporting and analysis
    • Essential behavioral concepts for teams

    Course Methodology

    This course uses a mix of exercises, workshop, group case studies, and presentations. Additionally, one day will be devoted to learning practical tools in Excel for reporting, analysis and reconciliation. Conceptual ideas, rules, and best practices will also be discussed in accounting, finance, budgeting and general reporting.

    Course Objectives

    By the end of the course, participants will be able to:

    • Demonstrate how to enhance the operations of the finance and accounting departments using best practices
    • Evaluate and improve accounts payable, billing, budgeting, cash management and treasury, costing, filing, financial statements, general ledger, inventory and policies and procedures
    • Assess and upgrade accounting, finance and budgeting rules, techniques and procedures
    • Apply MS Excel reporting and analysis techniques for a faster monthly and year-end closing
    • Develop an enhanced understanding of the behavioral concepts related to the day-to-day finance and accounting operations

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    HR PLANNING AND BUDGETING

    This personal branding training course will allow you to take control of your career and your life. You will learn about yourself through personal assessments; you will identify your unique skills, strengths and talents and see how they must be used to enhance your personal brand. We will show you how to align your efforts, messages and social media presence to get others to value who you are and what you can do. This personal branding and presence training course will help you chart your chosen path and pursue your career with confidence.

    Target Audience

    Executives and business professionals who want to project a positive image and distinctive personal brand and leaders who want to advance their career and differentiate themselves with their personal brand and presence.

    Target Competencies

    • Attitude toward others and conveying role value
    • Persuading others and role awareness
    • Role confidence
    • Self assessment and self confidence
    • Self direction and self discipline
    • Self esteem and self improvement
    • Self starting ability
    • Sense of belonging
    • Social versatility

    Course Methodology

    The course uses a mix of interactive techniques, such as brief presentations by the consultant and the participants, role plays (rehearsed and impromptu), playback of videotaped performances and individual and group feedback.

    Course Objectives

    By the end of the course, participants will be able to:

    • Develop a personal brand with confidence and credibility
    • Enhance looks and project a more professional presence
    • Examine the right communication style and flex it with the language of presence
    • Expand social networks and establish effective relationships at work and in social media
    • Develop global cultural awareness and become more sensitive to others
    • Maintain professional presence by periodically formulating more effective personal branding strategies

    This course also holds as a 10 day programme

  • latest blog post
    HR PLANNING AND BUDGETING

    This personal branding training course will allow you to take control of your career and your life. You will learn about yourself through personal assessments; you will identify your unique skills, strengths and talents and see how they must be used to enhance your personal brand. We will show you how to align your efforts, messages and social media presence to get others to value who you are and what you can do. This personal branding and presence training course will help you chart your chosen path and pursue your career with confidence.

    Target Audience

    Executives and business professionals who want to project a positive image and distinctive personal brand and leaders who want to advance their career and differentiate themselves with their personal brand and presence.

    Target Competencies

    • Attitude toward others and conveying role value
    • Persuading others and role awareness
    • Role confidence
    • Self assessment and self confidence
    • Self direction and self discipline
    • Self esteem and self improvement
    • Self starting ability
    • Sense of belonging
    • Social versatility

    Course Methodology

    The course uses a mix of interactive techniques, such as brief presentations by the consultant and the participants, role plays (rehearsed and impromptu), playback of videotaped performances and individual and group feedback.

    Course Objectives

    By the end of the course, participants will be able to:

    • Develop a personal brand with confidence and credibility
    • Enhance looks and project a more professional presence
    • Examine the right communication style and flex it with the language of presence
    • Expand social networks and establish effective relationships at work and in social media
    • Develop global cultural awareness and become more sensitive to others
    • Maintain professional presence by periodically formulating more effective personal branding strategies

    This course also holds as a 10 day programme

  • latest blog post
    EFFICIENT FINANCE & ACCOUNTING OPERATIONS

    Stop what you are doing, take a step back, and look at how you perform your work. You will probably agree with me that things are currently effective but could be more efficient. This course will take you through all the building blocks of accounting and finance with the aim of presenting you with the tools and techniques necessary for enhancing them. From accounts payable and cash management to budgeting and financial statements, we will show you best practices in tools and techniques that will make your job easier and help you deliver more value. The course will also cover behavioral concepts related to the day-to-day accounting and finance operations.

    Target Audience

    Professionals in the field of finance and accounting, managers, supervisors, and finance professionals who desire to understand, apply and implement practical tools to enable them to run the finance and accounting departments more efficiently.

    Target Competencies

    • Accounts Payable (AP), accounts receivables, inventory and fixed assets tools and techniques
    • Financial statements
    • Budgeting
    • Cash management
    • Excel reporting and analysis
    • Essential behavioral concepts for teams

    Course Methodology

    This course uses a mix of exercises, workshop, group case studies, and presentations. Additionally, one day will be devoted to learning practical tools in Excel for reporting, analysis and reconciliation. Conceptual ideas, rules, and best practices will also be discussed in accounting, finance, budgeting and general reporting.

    Course Objectives

    By the end of the course, participants will be able to:

    • Demonstrate how to enhance the operations of the finance and accounting departments using best practices
    • Evaluate and improve accounts payable, billing, budgeting, cash management and treasury, costing, filing, financial statements, general ledger, inventory and policies and procedures
    • Assess and upgrade accounting, finance and budgeting rules, techniques and procedures
    • Apply MS Excel reporting and analysis techniques for a faster monthly and year-end closing
    • Develop an enhanced understanding of the behavioral concepts related to the day-to-day finance and accounting operations