Excel Accounting Tools: Most Useful Formulas and Pivot Tables
4.00 Credits
Member Price $180
Non-Member Price $230
Overview
Financial professionals can transform their daily workflow with this comprehensive training designed specifically for accountants and business analysts. Participants will discover how to leverage advanced Excel formulas, including VLOOKUP, XLOOKUP, dynamic arrays, and logical functions that streamline complex calculations and automate routine tasks. This practical approach focuses on real-world applications, showing professionals how to reduce hours of manual work into efficient, automated processes that minimize errors and maximize productivity.
Beyond powerful formulas, participants will gain hands-on experience with pivot tables, the cornerstone of modern business reporting. The course demonstrates how to create dynamic reports, implement advanced calculations, and design intuitive data visualizations that enhance decision-making capabilities. Professionals will walk away with immediately applicable skills that strengthen their analytical capabilities, improve reporting efficiency, and add significant value to their organization. This course bridges the gap between basic Excel knowledge and the advanced techniques needed in today’s data-driven business environment, making it an essential investment for accounting professionals seeking to enhance their technical capabilities and career growth.
Highlights
Excel Formula Solutions for Daily Accounting Tasks, Pivot Tables for Advanced Financial Reporting, Excel Productivity Tools for Financial Analysis
Prerequisites
None
Designed For
Accounting professionals seeking to advance their Excel skills for improved reporting efficiency.
Objectives
Demonstrate advanced Excel formulas to automate common accounting and financial calculations, Apply lookup functions and dynamic arrays to streamline complex financial data analysis, Construct powerful pivot tables for comprehensive financial reporting and data visualization, Analyze large datasets using Excel’s most effective accounting and reporting tools, Organize financial data using combination text, date, and lookup formulas
Preparation
None
Leader(s):
Leader Bios
Stephen Yoss Jr., Stephen M. Yoss, Jr., CPA, MS is a ce, K2 Enterprises
Stephen M. Yoss, Jr., CPA, is the partner, and principal of Devmatics, LLC, a software development company that focuses on solving problems through the implementation of technology. Stephen has consulted with several companies on how to lower overhead, personnel and compliance costs by investing in technology and reengineering their business practices. He teaches his clients to embrace technology at every opportunity in order to increase efficiency and productivity.
Stephen began working with technology at age ten, and started his first IT company at age 13, designing web applications for local businesses. He has presented to thousands of practitioners nationwide on topics such as cloud computing, mobile technology, spreadsheet design and best practices, information security, identity theft prevention and many more.
Non-Member Price $230
Member Price $180