In this course we will explore ways of automating monthly, quarterly, and yearly financial reporting processes to achieve the ultimate goal of “one-click reporting”.
In this course, we will explore ways of automating monthly, quarterly, and yearly financial reporting processes to achieve the ultimate goal of “one-click reporting”. We will start with a brief overview of the dilemmas facing accountants and analysts. From this we will discuss how we can set up financial reports in Excel based on accounting system export (direct report or financial data). This leads to an introduction of EXCEL formulas, Pivot Table, and simple VBA macro. Then we will work with each formula to transcribe system-generated report or data into standard financial reports. This course will serve as review for accounting and finance professionals who need to sharpen their EXCEL skills in automating monthly/quarterly/yearly financial reporting.
Field of Study: Computer Software & Applications
