KPI Performance Evaluation Modelling

This course is designed for financial professionals who need to explore the practical usage of advanced excel functions in a financial processing. By creating your own user-friendly financial model, you will learn to translate financial data s into a structured information to identify weaknesses and predict future performance.

Hunter has designed and delivered many practical hands-on step by step training courses to accelerate the acquisition of financial management skills. As well as identifying key financial concepts in budgeting, reporting and analysis, he supports this knowledge with many simple and sophisticated Excel models. He also has the ability to access complex BI and reporting tools and make them come alive in common sense ways which can be replicated by the learner back in the office environment.

This course is part of the Financial Closing Package:

  • GL Standing Journals
  • Month End Procedures
  • Balance Sheet Reconciliation
  • Year End Closing
  • Excel Data Modelling
  • Power BI Data Manipulation

This course is part of the Financial Closing Package:

  • Graduate Accountant
  • Accounts Payable
  • Accounts Receivable
  • Payroll Officer
  • Accounts Clerk/Office
  • Accounts Al-rounder
  • Small Firm Accountant
  • Small Company Accountants

Public courses are run in our training room without workstations provided. Participants need bring their own laptops.   The course is demonstrated using Microsoft Excel 2016, but participants can use Excel 2007, 2010 or 2013 if they prefer.  Course materials contain instructions for different versions, and Excel 2011 for Mac users are also catered for. But window system will be needed if you attending SAP-ERP tutorials.

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  • Case: Charting Alerts with Conditional Colours
  • Process:Work flow of defining the alert range
  • Model:EBITDA Speedometer Chart
  • Case: Automatically rank data
  • Process: Components that rearrange data
  • Model: KPI positioning Model
  • Case: Identifying Targets and Displaying Alerts
  • Process: Work flow of defining the automatic alerts
  • Model:Traffic light alerting chart
  • Case: Components that show performance against a “target “
  • Process: workflow of defining the industry benchmark
  • Model: Industry benchmark Bullet Chart
  • Case: Building Powerful Project Decision Making Charts
  • Process: Workflow of defining thresholds
  • Model:Project Progress Gantt Charts

Comments from past students

Our Services

Case Study

Over 200 Corporate real case studies

Procedures

Apply industry benchmark level best practices

Modelling

Combine working knowledge and Excel skills

Medium to Advanced Level Excel Modelling Skills:
90%
Installation of SAP-ERP in your PC :
85%
Best Practice of Australia listed companies :
80%
Entry Level Power BI Modelling Skills:
67%
All year round 24 hours CPD Certification:
50%

Prerequisites

The course material includes extensive use of Excel and participants will gain the maximum benefit from this course if they are already competent spreadsheet users. It is designed for users who do use Excel on a regular basis, and are comfortable with using its tools and functions. At minimum, it is assumed that participants will know how to: Navigate confidently in Excel Use absolute cell references (e.g. =$A$1) Create and use advanced Excel tools and functions on a regular basis

Excel Version

Public courses are run in classroom set-up without workstations provided. Participants must bring their own laptops . The course is demonstrated using Microsoft Excel 2016, but participants can use Excel 2007 or 2010 if they prefer. Course materials contain instructions for different versions, and Excel 2011 for Mac users are also catered for. Those who would like to use a Mac are most welcome to bring their own laptops but not preferred.

ERP Installation

Public courses are run in classroom set-up without workstations provided. Participants must bring their own laptops . The operation part of the course is demonstrated using fortune 500 global business ERP system , the participants can use their window system to install the interface so they can experience the real word working environment . Those who would like to use a Mac can not install the interface.

In This Class You'll Get to...

Free Consulting

Our experienced consultant's will help you identify the skill gaps for your next move.

CPD Certificate

A formal company letter will be issued to you after class to help you claim your CPD hours.

Free Resume Edit

Our experienced consultant's will help you edit your resume before you apply for the target role.

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