Master the Modern Finance Stack: Scale Smarter with Excel, Xero & Power BI (Recorded Training)

Description
Overview
This submission presents a recorded version of the hands-on finance modelling and reporting workshop, originally hosted live by 1.618 Advisory Services. Designed for finance professionals, business analysts, and management accountants, this digital product provides on-demand access to the full training session, equipping users with cutting-edge skills in Excel, Xero, and Power BI, enhanced by AI-driven insights. The package includes the video recording of the face-to-face training, along with all supporting materials for self-paced learning: Excel workbooks, financial models, Power BI files, and a step-by-step training manual.


Learning Objectives
This recorded workshop empowers users with modern tools and techniques to enhance financial reporting and modelling. Participants can follow along at their own pace with 3 parts, which have been included in the videos:

1. Modern Excel Techniques
   
   • Leverage Dynamic Arrays, LAMBDAs, and advanced Excel features to streamline management reporting, adaptable to any accounting system.
     
   • Build efficient workflows for faster, more accurate financial analysis.
     
2. 3-Way Financial Modelling with Excel and Xero
   
   • Work with a real Xero training file to create rolling forecasts and financial models from scratch.
     
   • Integrate Xero data with Excel for robust, scalable financial models.
     
3. Power BI + AI for Scalable Insights
   

• Develop powerful dashboards using Power BI to visualize financial data.
  
• Explore TAB AI and other other AI tools using for generating insights. Note the workbook from the recent webinar is also included in this package.
  

Inclusions:

• Full video recording of the training session
  
• Excel workbooks and models
  
• Power BI files
  
• Step-by-step training manual
  
• Starter and solution files for each module
  

Unique Difference in this vs other training:

• Real-world application with a Xero training file.
  
• Integration of AI and Power BI for cutting-edge financial reporting.
  
• Complete package for self-paced learning following the live event.
  

A full, detailed instruction manual is provided, along with starting workbooks, the necessary data to complete the exercises, and the Power BI files.


Total time across both 3.5 hours of video recording. 


However, note that the content and training manuals included have been condensed to this time and in reality to complete all the detailed training manuals etc will take almost 6-8 hours of step by step following the manuals. This is of course dependent on the skills of the user. 


All files have been zipped into an easy single download as there are many workbooks, PDF instruction manual and PBIX files.