Financial Analysis using Excel Workshop

When:  Feb 20, 2024 from 12:00 PM to 01:00 PM (ET)
Associated with  Cleveland East Chapter

Financial Analysis using Excel Workshop 

This event is part of a 3 part series.  Attend one or all of the workshops.

Speaker:  Gaby Lahoud, CFA, CMA, PMP, CSCA, MBA and Co-Founder & CEO at B Certified Pro LLC & Serenity Advisors LLC

Time: 12 PM – 1 PM     - - - - -    1 hour CPE

Gaby Lahoud will be presenting a 3-part workshop to advance your Excel skills for Accountants.   Part 1, Financial Analysis using Excel where he will show you methods to improve your financial analysis skills using Excel.

Gaby frequently coaches IMA members on strategies to pass the CMA exanimation.  You can register for his classes at

Workshop Description:

A hands-on training course that teaches participants how to use Excel to perform common financial analysis tasks. Participants can learn the skills they need to use Excel to make better business decisions.

Workshop Outcomes:

By the end of this workshop, participants will understand how to:

Ø  Validate data, construct financial models, perform what-if scenarios, and evaluate financial alternatives

Ø  Use Excel functions to achieve financial goals or meet financial requirements

Ø  Understand and create financial statements (P&L, SOFP, SOCF) and ratios

Ø  Measure management performance

Ø  Recommend actions based on solid outcomes

Ø  Outline:

Ø  Real-life case to be practiced using Excel

Ø  Analyze P&L, SOFP, SOCF and ratios using excel

Ø  Perform common size financial statements time series, cross-sectional, horizontal, and vertical analysis

Ø  Design dashboards for reporting outcome findings.

Ø  Function formulas such as VLOOKUP, SUMIF, CONCATINATE, DCOUNT, etc.

Ø  Use shortcuts, data validation, grouping, and ungrouping, remove duplicates, etc.

Ø  Data manipulation, navigation, and conditional formatting.

Event Image


Sandra Brenner