FINANCIAL MODELLING WITH BUSINESS INTELLIGENCE
“Transforming Financial Data into Strategic Insights through Dynamic Modelling and BI Tools”
Course Schedule
| Date | Venue | Fees (Face-to-Face) |
|---|---|---|
| 05 – 06 Mar 2025 | Doha, Qatar | USD 1995 per delegate |
| 11 – 12 Jun 2025 | Doha, Qatar | USD 1995 per delegate |
Course Introduction
In today’s data-driven business environment, financial professionals are expected to go beyond static spreadsheets and provide dynamic, forward-looking analysis that supports strategic decision-making. Business Intelligence (BI) tools have revolutionized the way financial models are built, enabling real-time dashboards, interactive reports, and deeper data insights.
This intensive two-day training equips participants with practical skills to create robust financial models while leveraging BI tools such as Microsoft Power BI and Excel’s advanced features. Participants will learn how to design, visualize, and present models that integrate seamlessly with live business data—transforming raw numbers into actionable intelligence.
Course Objectives
By the end of this course, participants will be able to:
• Build and interpret financial models using Excel and BI platforms
• Structure integrated financial statements and scenario models
• Visualize key financial metrics using dashboards and data analytics tools
• Link models to live data sources for real-time updates and reporting
• Support forecasting, valuation, and performance monitoring using dynamic tools
Key Benefits of Attending
• Learn how to convert financial spreadsheets into interactive dashboards
• Improve accuracy, consistency, and speed in financial analysis
• Strengthen decision-making with automated scenario and sensitivity tools
• Eliminate manual updates through linked data models
• Bridge the gap between finance and business strategy using BI
Intended Audience
This program is designed for:
• Financial analysts and business planners
• Accountants and corporate finance professionals
• BI analysts and reporting specialists
• CFOs and finance managers seeking digital transformation
• Professionals involved in budgeting, forecasting, or valuation
Individual Benefits
Key competencies that will be developed include:
• Financial modeling structure, logic, and best practices
• Excel-based modeling of income statement, balance sheet, and cash flow
• BI tools for real-time reporting, forecasting, and data linkage
• Scenario planning and model automation
• Data storytelling and performance visualization
Organization Benefits
Upon completing the training course, participants will demonstrate:
• Faster and more insightful financial reporting cycles
• Stronger alignment between data systems and business planning
• Improved transparency and interactivity in board-level reporting
• Increased analytical capacity across finance and business teams
• Enhanced value from BI and digital finance investments
Instructional Methdology
The course follows a blended learning approach combining theory with practice:
• Strategy Briefings – Financial modeling logic, BI integration frameworks
• Case Studies – Real-world modeling challenges in business finance
• Workshops – Model building, Power BI dashboards, sensitivity tools
• Peer Exchange – Discussions on model design and real-time reporting use cases
• Tools – Excel templates, Power BI dashboards, scenario planners
Course Outline
Detailed 2-Day Course Outline
Training Hours: 07:30 AM – 3:30 PM
Daily Format: 3–4 Learning Modules | Coffee breaks: 09:30 & 11:15 | Lunch Buffet: 01:00 – 02:00
Day 1: Financial Modelling Fundamentals and Excel Techniques
Module 1: Financial Modelling Best Practices (07:30 – 09:30)
• Model planning, assumptions, logic structure
Module 2: Building the 3-Statement Model (09:45 – 11:15)
• Integrated income statement, balance sheet, and cash flow
Module 3: Sensitivity and Scenario Tools in Excel (11:30 – 01:00)
• Data tables, switches, break-even models
Module 4: Workshop – Build a Simple Forecasting Model (02:00 – 03:30)
Day 2: BI Integration and Dashboard Reporting
Module 1: Introduction to Power BI for Finance (07:30 – 09:30)
• Power BI interface, importing data, model building
Module 2: Visualizing Financial KPIs and Forecasts (09:45 – 11:15)
• Dashboards for revenue, cost, margin, and cash metrics
Module 3: Automating Reporting with Linked Models (11:30 – 01:00)
• Connecting Excel models to BI dashboards and data sources
Module 4: Certification and Wrap-Up (02:00 – 03:30)
• Final Q&A, case review, and certificate distribution
Certification
Participants will receive a Certificate of Completion in Financial Modelling with Business Intelligence, validating their ability to design dynamic financial models and deliver real-time insights using Excel and BI tools for strategic business decision-making.