Management Information Reporting

Management Information Reporting

:Course Outline

This is a uniquely developed course that will teach you how to create a management information system and budgeting model that cannot be replicated by the most powerful accounting systems due to the versatility, flexibility & power of Excel.  This will change the way you work and the way management views the finances of your organisation. We built these systems to work with your underlying accounting systems and to solve a real management problem within a large multi-site retail private equity business and we have subsequently applied the solution to several different sectors giving enhanced financial visibility that previously was not possible.

• accessing and updating live data fromun derlying accounting systems

•  designing simple yet robust workbooks

• applying advanced Excel concepts to created ynamic and interactive solutions

• creating visually appealing dashboards and group summaries

• implementing key performance indicators and bench marking that are automatically updated as data is refreshed

•  building a tailored front end reporting system to provide clear financial visibility over underlying operations

• understanding how to drill down by different sectors, departments, time frames or any other user defined variable

• producing a budgeting model that is truly dynamic and interactive to enable users to play out any scenario and immediately see the impact of any changes made

?Who Should Attend

Finance Directors, CFO’s, Financial Controllers, Finance Managers, Business owners and other financial professionals who wish to understand the power, flexibility and freedom that applied advanced Excel skills can give when used as a front and reporting tool.

In order to make the most of this course it is recommended that you are a proficient user of Excel 2007 or 2010.  Please see our prior knowledge expected section or our 1 day Excel primer course outline for further details.  If you would like to discuss whether this course is suitable for you or your organisation please do give us a call and we would be happy to discuss.