Mastering Business Analytics for Financial Presentations

Start Date End Date Venue Fees (US $)
30 Nov 2025 Live-Online $ 2,500 Register

Mastering Business Analytics for Financial Presentations

Introduction

This training course will highlight the most important analysis and presentation skills you will need in the new world of Big Data.  We have entered a new era where business success is heavily dependent not only on the ability to harness the power of Business Analytics (BA) and Business Intelligence (BI) to make sense of the vast amount of digital data generated both inside and outside the organization but is also dependent on the ability of finance professionals to use data visualization methods to present relevant insights to key decision-makers in an intelligible and helpful way.

This leading-edge course will focus on the tools and techniques used by world-class finance functions to provide the critical business insights key business decision-makers need for effective Data-Driven Decision Management (DDDM).

This course will not only provide you with the relevant theoretical principles of modern BI and BA techniques but will also develop your practical skills to produce insightful data visualizations and financial presentations – providing you with leading-edge skills that will take you forward in your own career development.

Objectives

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

    • Understand the principles and practice of BI and BA
    • Harness Excel’s most powerful data analysis functions
    • Employ advanced financial analysis techniques
    • Produce engaging data visualization graphics
    • Use Excel to generate scorecards and dashboards
    • Significantly improve your financial reports and presentations

Training Methodology

This is an interactive course. There will be open question and answer sessions, regular group exercises and activities, videos, case studies, and presentations on best practice. Participants will have the opportunity to share with the facilitator and other participants on what works well and not so well for them, as well as work on issues from their own organizations. The online course is conducted online using MS-Teams/ClickMeeting.

Who Should Attend?

This training course is designed to benefit delegates from a wide range of finance disciplines both internal and external to business organizations; in particular, the course will greatly benefit:

  • Financial accountants
  • Cost and management accountants
  • Planning and budgeting team members
  • Investment analysts
  • Auditors and management consultants
  • Financial reporting team members
  • Finance Strategic Business Partners

Course Outline

  • Introduction to Business Intelligence (BI) and Business Analytics (BA)
  • Principles of Data Driven Decision Management (DDDM)
  • Understanding statistical, descriptive and predictive analytics
  • Business analytics using Excel
  • Key financial measures and what drives them
  • Analysing and interpreting financial statements
  • Principles and practical approach to data visualisation
  • Designing data visualisations for financial presentations
  • Using predictive analytics for better financial forecasting
  • Principles and design of scorecards and dashboards
  • Designing and creating dashboards in Excel

Accreditation

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