Advanced Financial Reporting Tools for Administrative Professionals

Course Objective

 This course is designed to equip administrative professionals with advanced skills in financial reporting tools. Participants will learn how to use key financial software, interpret financial statements, and create detailed reports to support decision-making processes in their organizations.

Introduction to Advanced Financial Reporting Tools

• Content:
  • Overview of financial reporting tools: Excel, QuickBooks, Microsoft Power BI, and other financial software.
  • Understanding key financial statements: Balance Sheet, Income Statement, and Cash Flow Statement.
  • Introduction to financial reporting terminology and concepts: Assets, Liabilities, Equity, Revenues, and Expenses.
  • Basics of importing data into reporting tools.
  • Creating simple financial reports in Excel.

Mastering Excel for Financial Reporting

• Content:
  • Advanced Excel functions: VLOOKUP, HLOOKUP, INDEX, MATCH, and IF statements for financial analysis.
  • Using PivotTables and PivotCharts to summarize financial data.
  • Automating data entry and report generation with Excel Macros.
  • Formatting financial reports for clarity and presentation.
  • Case study: Building a financial report using real company data.

Integrating QuickBooks for Administrative Financial Management

• Content:
  • Introduction to QuickBooks for administrative professionals.
  • Setting up QuickBooks for financial reporting.
  • Understanding key QuickBooks reports: Profit and Loss, Balance Sheet, Cash Flow, and Budgeting Reports.
  • Customizing QuickBooks reports to meet administrative needs.
  • Practical exercise: Generate and interpret reports in QuickBooks.

Using Microsoft Power BI for Advanced Financial Data Analysis

• Content:
  • Introduction to Power BI for financial data visualization.
  • Connecting Power BI to financial data sources: Excel, QuickBooks, and databases.
  • Creating interactive financial dashboards and reports.
  • Analyzing trends and forecasting using Power BI.
  • Practical exercise: Build an interactive financial dashboard with real data.

DATE:

1ST BATCH: 13th – 16th Jan,         2026    

2ND BATCH: 28th Apr – 1st May,                 2026

3RD BATCH: 1st – 4th Sep,                 2026