Writing Financial Reports, Dashboards, and Data Visualization

Overview

This intensive in-depth 3-day workshop covers all aspects of writing financial reports and building custom dashboards and great presentations with data visualization techniques.
During the workshop, participants will learn the core principles and practical applications of reading, analyzing, and writing financial reports and will discover how to create impressive, interactive, and easy to read dashboards. Participants will also learn how to create clear and impactful data visualizations to support their viewpoints and to help them make data-driven recommendations. By the end of the program, participants will have an enhanced understanding of the topic and will apply and practice what they have learned on various exercises, case studies, and examples.

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Outcome

Identify the purposes of Financial Reporting ,

Write a Financial Report ,

Examine the Excel logic functions that are important for incorporating dynamics into your dashboard ,

Create compelling, interactive dashboards to combine several visualizations into a cohesive and functional whole ,

Create advanced charts to improve your ability to work quickly and efficiently with complex data (Gauge charts, bullet charts, and waterfall charts) ,

Details

Developed by: Beacon FinTrain
Standard Total Hours: 18 Hrs
Language: English - Bilingual "English & Arabic"
Modalities: 
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Outline

  • Help you read a company’s annual report
  • The related notes to the financial statements
  • The balance sheet
  • Case study - Espresso Software Financial Statements and Notes.

  • Purpose of cash forecasting
  • Best practices for cash forecasting
  • Forecasting methods

  • The theory behind visualization and why we need data visualization?
  • What is storytelling with data?
  • Tailor your message
  • Data visualization overview
  • Why focus on visuals?

  • Review the various visual options
  • Know when to use what type of visual
  • Know what not to do

  • Understand why pre attentive attributes matter
  • Learn what each of the attributes are
  • Learn how to incorporate them in charts

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Who Should Attend

Why Beacon

Quality

Beacon FinTrain prioritizes excellence in every service, ensuring top-notch, reliable, and consistent outcomes that meet and exceed client expectations.

Specialization

We focus on finance, offering expert knowledge and bespoke solutions that cater to the unique needs of finance professionals in the Middle East and Africa.

Punctuality

Time is money. We respect deadlines, delivering precise and timely results to help our clients stay ahead in the fast-paced financial world.

Guidance

Beacon FinTrain is a guiding light in finance, providing insightful advice and support to navigate the complexities of financial markets and regulations.

Integrity

We uphold the highest ethical standards, fostering trust and transparency in all our dealings to build lasting relationships with clients.

Flexibility

Adapting to the dynamic finance sector, we offer versatile services and solutions that align with the evolving needs of our clients.