Josh Aharonoff – CFO Excel Dashboard & Reporting

Master Financial Reporting with Josh Aharonoff’s CFO Excel Dashboard Course

Transform Raw Data into Powerful Financial Insights with Advanced Excel Techniques

Take your financial reporting to the next level with this comprehensive Excel training program. Designed by finance expert Josh Aharonoff, this course equips professionals with the skills to build dynamic dashboards and reports that turn complex data into clear, actionable business insights.

Course Highlights

✅ Data Mastery: Learn to clean, structure, and transform financial data efficiently
▪ Professional Reporting: Build essential financial statements with polished presentation
✅ Interactive Visuals: Create dashboards with drill-down capabilities and real-time updates
▪ Advanced Techniques: Go beyond basic Excel with PowerQuery and advanced formulas

Key Learning Modules

1. Data Foundation & Transformation

✅ Structure data optimally using Excel Tables and PowerQuery
▪ Automate data cleaning and preparation processes
✅ Build reusable data models for consistent reporting

2. Core Financial Statements

▪ Create dynamic Profit & Loss statements with variance analysis
✅ Design Balance Sheets that automatically update with new data
✅ Develop Cash Flow statements that clearly track liquidity

3. Executive Dashboard Development

✅ Build KPI dashboards with interactive filters and slicers
▪ Create Budget vs. Actual reports with visual variance indicators
✅ Design management reports with drill-down capabilities

4. Specialized Analysis Tools

▪ Develop break-even analysis dashboards
✅ Create Spotlight reports that highlight critical metrics
✅ Build forecasting models with scenario analysis

Who Should Enroll?

This course is perfect for:
✅ CFOs and finance leaders needing better reporting tools
▪ Financial analysts looking to enhance their Excel skills
✅ Accounting professionals who want to automate reporting
▪ Business owners who need clearer financial visibility

With hands-on exercises and real-world templates, this training will help you replace static spreadsheets with dynamic financial tools that drive better business decisions. Whether you’re preparing for board meetings, investor presentations, or monthly closes, these skills will save you hours while delivering superior insights.