Management / Costing Finance and Accounting

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Financial Analysis Using Power BI

MF185

Date

Durations

Location

Fee inclusive of VAT

07-09-2025
5 Days
Jubail
17,250 (SAR)

In today’s data-driven corporate world, finance professionals are expected to go beyond traditional analysis and adopt technology to gain actionable insights. This advanced course equips participants with the skills to use Microsoft Power BI for high-impact financial analysis and reporting. It is designed for executives, senior managers, and finance professionals who aim to elevate their decision-making capabilities through data visualization and modeling.

  • Utilize Power BI to collect, transform, and visualize financial data from multiple sources
  • Develop integrated financial models including balance sheets, income statements, and cash flow forecasts
  • Apply advanced valuation techniques using financial data and industry benchmarks
  • Understand and model financial risks and business metrics for deeper insights
  • Present financial findings clearly to stakeholders using dynamic dashboards
  • Senior Finance Managers
  • Financial Analysts
  • Business Intelligence Managers
  • Strategy and Investment Officers

Module 1: Financial Foundations and Power BI Overview

  • Core finance and accounting concepts
  • Introduction to Power BI for financial applications
  • Business and operational metrics

Module 2: Financial Statement Analysis with Power BI

  • Understanding financial statements
  • Ratio analysis in Power BI
  • Key performance indicators (KPIs)

Module 3: Data Modeling and Transformation

  • Data import and integration
  • Structuring financial datasets
  • Data transformation techniques

Module 4: Building Financial Models

  • Model planning and structure
  • Integrated financial statement projections
  • Handling circular references

Module 5: Risk Modeling and Scenario Analysis

  • Types of financial risk
  • Modeling for uncertainty
  • Sensitivity and scenario analysis

Module 6: Business Valuation Techniques

  • Introduction to valuation methods
  • Discounted cash flow (DCF) modeling
  • Enterprise vs. equity value

Module 7: Advanced Analytics in Power BI

  • Custom measures and calculations
  • Forecasting techniques
  • Interactive visuals for analysis

Module 8: Budgeting and Planning

  • Business planning fundamentals
  • Budget structuring in Power BI
  • Working capital management

Module 9: Industry Metrics and Benchmarks

  • Sector-specific financial metrics
  • Comparative analysis with benchmarks
  • Real-world case applications

Module 10: Presentation and Collaboration

  • Building interactive dashboards
  • Sharing and publishing reports
  • Collaborating in Power BI Service

The course combines various teaching methods, including instructor-led presentations, group discussions, case study analyses, and assessments through quizzes and a final exam to engage participants and ensure they understand and retain the material.

Terms & Conditions

ACTrain reserves the right to alter the Course Schedule without Prior Notification, Fees Quoted are Subject to Terms & Conditions Outlined in ACTrain's Registration Policy

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