Microsoft Excel Advance Specific Formula And Function (FINANCE AND BILLING)

20 Mar, 2024, Remote Online Training - Public

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Dr Steven Liew is a fellow member of the Chartered Institute of Management Accountants, UK and is a Chartered Accountant by profession. He has an Asia Pacific Executive MBA (for senior executives) from the National University of Singapore and a PhD in international finance with Rushmore University of USA.

 

Dr Liew had worked in private sector companies, ranging from family-run businesses to professionally managed multi-national corporations in South Asia and the ASEAN region. He has accumulated more than 28 years working experience in senior financial & operational management positions spearheading the profitability and growth of companies. He has worked for the MBF Finance & its related group of companies over the 10 years period.

 

He is a registered Trainer with the Government Human Resources Development Berhad (Pembangunan Sumber Manusia Berhad). And he is a GST Tax Consultant and had successfully completed the Custom examination

 

Dr Steven Liew had conducted various seminars for corporate clientele including Association of Credit Management Malaysia, Chartered Institute of Management Accountants, Malaysia Institute of Management, Malaysia Institute of Accountants, Institute of Bank Bank Malaysia, Nestle, IQPC Worldwide Pte Ltd , Singapore, Lexis Nexis,, Proton Edar Malaysia , Brunei Investment Agency, Small Medium Industries Development Corporation , Ministry of Development, Brunei , BICPA Asean Management, Brunei, Risda Group Of Companies, Sales & Marketing Training Forum, Sri Lanka, Giant Retail Sdn Bhd, Telekom Brunei & Ministry of Foreign Affairs, Malaysia, Sabah Electricity Sdn Bhd, Bank Islam Brunei Darussalam. Continental Tyres, Sime Darby Bhd, Sony Malaysia Sdn Bhd, Perodua Sdn Bhd & Credit Guarantee Corporation (M) Bhd; Fujixerox, UDA Holdings, SPNB, Diners Club, Elk Desa Capital Bhd, Antah Schindler, UCSI & Ministry of Finance

 

He is currently providing management consultancy and training specialising in Fast closing monthly, leadership, Strategic Planning, budgeting, accounting, finance, Cost reduction, credit management & loan recovery.

 

WHAT YOUR COLLEAGUES ARE SAYING ABOUT THE COURSE…

 

 “Good use of advance excels tool of goal seek & solver for accounting and financial analysis using practical real-life examples. Participants are able to grasp concepts quicker as it is hands on and interactive.” Legal Division, Ministry of Finance

 

 “This course gives me better understanding about accounting & financial analysis using what if analysis tools for preparation of public sectors start using accrual accounting.” Internal Audit Division, Ministry of Finance

 

“I now understand more on problem solving tools using NPV, IRR & Payback, more input for decision making process”: Treasury, Sabah Malaysia, Ministry of Finance

 

“Real life practical experience shared from expert Dr Steven Liew” Manager, R&D, UMW Corporation Sdn Bhd

 

 “Got many hidden technique and formula in excel “Product Development Engineer UMW Corporation Sdn Bhd

 

“New formulas being introduced” Group Accountant, Ban Seng Lee Industries Sdn Bhd.

Venue Details

Remote Online Training - Public

Contact us

Juliany,
03 2283 6109
juliany@ipa.com.my

Phoebe,
03 2283 6100
phoebe@ipa.com.my 

FOR CUSTOMISED IN-HOUSE TRAINING
Jane,
03 2283 6101
Jane@ipa.com.my

ADDRESS 
A-28-5, 28th Floor, Menara UOA Bangsar, 
No.5, Jalan Bangsar Utama 1, 
59000 Kuala Lumpur
www.ipa.com.my

FOCUSING ON
  • Module 1: Managing Profit & Loss and Cash Flow (Business Planning)
    • Module 2: Creating Excel Interactive Dashboard.
    • Module 3: Financial Reporting: Power Pivot in Excel
    • Module 4: Excel NPV, IRR, Free Cash Flow Tools to Monitor your Project Financial Planning
    • Module 5: Specific Formula & Function

SPECIAL FEATURE: Participants Will Receive a Set of Practical Templates suitable for all sectors.

OVERVIEW
Using What if analysis Excel Goal seek & solver to improve your finance, budget, cash flow & P&L performance and also using excel NPV, IRR, Payback to monitor your financial project is the main purpose of this program. Free practical well tested excel templates are provided.
AFTER ATTENDING THIS COURSE, YOU WILL RETURN TO YOUR JOB HAVING PRACTICAL HANDS-ON EXPERIENCE ON…
  1. Learning How To Manage Your Profit & Loss & Cash Flow Position.
  2. Creating Excel Interactive Dashboard.
  3. Understanding Financial Reporting: Power Pivot In Excel.
  4. Mastering The Ways To Improve Your Financial Project Evaluation Skills.
  5. Applying Specific Formula & Function.
WHO SHOULD ATTEND
Entrepreneurs, Accountants, Business Managers, Marketing Managers, Treasurers, Supervisors, Executives and Managers and all Professionals who are interested in Microsoft Excel Advance for Finance
METHODOLOGY
  • Case Study & Group Discussion. Real-current Finance and Billing Issues & Cases Will Be Analysed, And Scenario Solutions Will Be Discussed Within The Course.

Special Feature: Participants Will Receive a Set of Practical Templates suitable for all sectors. These templates:

  • Ease in planning, reporting & decision-making process
  • Snapshot of overall issues & problem
  • Financial modeling using goal seek strategies for cash flow, profit, sales target, budgeting & working capital requirements.
COURSE CONTENT
9:00

MODULE 1: MANAGING PROFIT & LOSS AND CASH FLOW (BUSINESS PLANNING)

Objective:

  • Will Walk You Through Your Business And Its Impact On P&L Balance Sheet, Cash Flow & Equity
  • Provide Strategies (Using Goal Seek) To Improve Your Cash Flow & P&L Position
10.45

MODULE 2: CREATING EXCEL INTERACTIVE DASHBOARD.

  • From Data Sets To Pivotal Table
  • From Pivotal Table Convert To Pivot Charts
  • From Pivot Chart Convert To Interactive Dashboard
  • Slicers Link To Dashboard
12.00

MODULE 3: FINANCIAL REPORTING: POWER PIVOT IN EXCEL

  • Create a Data Model
  • Define Relationship
  • Add Column
  • Measure
  • Table
  • KPI
  • Charts
  • Power of insight
1:00 Lunch
2:00

MODULE 4: EXCEL NPV, IRR, FREE CASH FLOW TOOLS TO MONITOR YOUR PROJECT FINANCIAL PLANNING

Objective: Assess Project Evaluation & Its Risk. Consider Accepting Or Reject The Project Or Business Proposal After Factor In All Financial & Quality Considerations

  • Forecasting Relevant Project Cash Flows
  • Project Evaluation Techniques – Payback, NPV, IRR
  • Excel Applications – Using The Payback, NPV And IRR Functions
  • Accepting Or Rejecting Projects
3:45

MODULE 5: SPECIFIC FORMULA & FUNCTION

  • Gantt Chart (Project Scheduling)
  • Scenario Planning (Best, Worst & Likely Scenario)
5:00 End of Course