Modern Finance Knowledge Series
Professional Analytics & Planning For Finance Professionals
Five interactive sessions to take your financial analysis & planning skills to the next level
Better Financial Insights
5 x 2 Hour Workshops
May 2 2019
Competencies and tools for finance functions are changing rapidly: Traditional convoluted and menial processes involving offline data in spreadsheets are a thing of the past.
This workshop will cover how to harness live data from across the organization coupled with advanced analytics to drive planning & strategy & deliver actionable insights enterprise wide.
Learn about the latest features in technologies like Microsoft Power BI, Excel, PowerApps & Acterys.
Take your analytics, forecasting & planning skills to the next level!
Essential CFO Skills
Data visualisation and analytics for Finance professionals
Knowledge of new data discovery tools and advanced analytical concepts like machine learning are becoming imperative for successful finance professionals.
This session will cover tips & tricks on how the market leading Microsoft Power BI solution can transform financial reporting and insights.
Effective Planning, Forecasting & Consolidation Processes
The traditional annual budget no longer caters to today’s rapid changes. Agile forecasting processes enabling organisations to respond in minutes become essential. This session will cover how to implement planning solutions on a one version of the truth data model that directly integrates with your Accounting/ ERP data. Learn how to seamlessly integrate planning with analytics in Power BI using the Acterys Add-on and how to better forecast in Excel and avoid unnecessary maintenance efforts.
Automation & Workflows
Menial paper-based processes in your company take forever, and IT told you it takes too long and is too expensive to develop a custom app. These days are over.
We will show you how business users can harness new MS Office components like PowerApps and Flow to automate & streamline business workflows without a single line of code.
Learn how to realize:
Learn based on your specific business requirements
Online training sessions (Live or Recorded) to suit your schedule
Learn from the best: all presenters have at least 5 years practical experience and are renowned experts in their field
UP TO DATE
Improve your knowledge based in latest best practice and technology approaches
Orientation Module: Orientation and Introduction to “The Modern Finance Office”
Module 1: Integrating Data Sources: Power Query in Excel & Power BI. Basics Data Modelling
Module 2: Data Discovery & Reporting for Finance Professionals. Power BI Visuals & Data Model Driven Reports In Excel
Module 3: How To Implement Agile Planning & Forecasting Processes write-back options in Power BI/Excel Integration
Module 4: Overview of advanced analytics/AI concepts relevant for finance. Using AI features in Power BI & Excel
Module 5: Automating Finance Processes & Operational Metrics using MS Flow & PowerApps
Methods and Tools
Data Integration Methods
- Principles of data modelling
- Using Power Query for typical financial data integration tasks
Implementing Financial Logic
- Difference between calculated columns & DAX measures
- Best practice methods for using DAX language for financial calculations
Data Visualization and Interpretation
- SUCCESS Information Design Principles in financial reporting
Forecasting & Planning
- Options to realize write-back in Power BI (write back tables, Acterys, PowerApps)
- Exponential Smoothing
Advanced Analytics Methods & Machine Learning
- Using Power BI AI methods for finacial reporting requirements
- Overview of PowerApps and Microsoft Flow
The Workshop Leaders
After finishing his Master’s Degree in Business Administration at the University of Economics in Vienna, Martin has worked for more than 20 years in the business intelligence space implementing with a particular focus on financial analytics & planning solutions.
Martin has worked with Power BI from the start among others developing the initial Power BI demo models and has 8 entries in the Power BI Partner Showcase.
Dr. Hesam Ziaei
Hesam Ziaei is Managility’s Chief Technology Officer and expert for financial planning and performance management systems with a Master Degree of IT and a PhD in Information Systems from the University of NSW. He specialises in data integration, design of financial models and data warehouses, planning process and interface design as well as data mining and machine learning methods.
An accomplished and visionary Global Finance Leader with a proven track record of achieving new heights through collaboration and an infusion of technology that enhances organizational capacity and strengthens capabilities with significant experience in the Energy & Chemicals Manufacturing industry. Core focus in Strategic Planning, Forecasting & Budgeting, Financial Analysis, Business Analysis, Process Optimization, Financial Modeling, Financial Reporting.