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A skilled, top-notch financial analyst
must be able to efficiently perform detailed data analysis. Acquire
the advanced Excel tools that will streamline your process and conduct
more in-depth analysis. Learn more efficient ways to apply commonly-used
formulas; discover often over-looked Excel formulas; analyze data using
functions such as pivot tables, vlook-up, subtotals, and regression
analysis; maximize Excel functions with arrays and complex SUMIF
construction; enhance your spreadsheets with drop boxes, data
validation, and automated alternate row shading; and more! Leave the
class able to leverage the advanced features of Microsoft Excel for
improved analysis and increased efficiency.
Note: Bring your laptop to class (with Microsoft Excel installed
and a CD-ROM drive). PC laptops recommended.
Prerequisite: This
technical workshop does not focus on building financial models or
valuation, but rather on sophisticated number crunching. Intermediate
proficiency using Excel is required. NYSSA’s “Excel
Fundamentals for the Finance Professional” and “Corporate
Valuation Methodologies” are recommended.
Note: To maximize the
educational value of this program, it is strongly recommended that you
have a basic understanding of Excel and are familiar with its functions
and features. Lack of basic Excel skills will impede your ability to
effectively acquire and implement the techniques and shortcuts that are
presented in this program. If you have any questions, or for further
information, please contact the Education Department at education@nyssa.org.
Level: Advanced
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