Finance / Accounting Courses

  • latest blog post
    PAYROLL: PREPARATION, ANALYSIS & MANAGEMENT

    Why Attend
    Employee costs from payroll and other benefits are among the largest costs
    in any company other than the Cost of Goods Sold (COGS), rent and
    depreciation. If you are in a goods producing organization and this cost is
    part of your COGS or part of your operating costs it means the effect on you
    will be doubled. Having these costs processed and reported properly is key
    for analysis and decision making. This course starts with introductions to the
    departments of HR and 'accounting and finance' and then focuses on the
    payroll function. The course goes through the process of preparing and
    calculating payroll which includes the controls needed and the pre-checks
    necessary to make sure correct data is used. The course enforces the
    knowledge of controls and proper processes in the work flow to achieve
    better efficiency in the department. The course then discusses employee
    benefits and their effect on the corporation and explains how to conduct
    analysis on payroll and benefits using Excel. In addition, the course
    highlights the topics of accounting, internal and external audit relations
    with HR and payroll specifically, and what data could be required by them.
    The course then stresses the need for confidentiality in the payroll
    department and the importance of sharing data with others on a need to
    know basis or as per corporate policies. The course ends with a how to
    prepare a budget for the department and a bigger budget for payroll and
    benefit costs in the corporation.
    Target Audience
    Payroll staff, payroll accountants, account assistants, payroll supervisors and
    managers, HR professionals and team members who handle payroll and any
    employees interested in understanding and applying payroll best practices.
    Target Competencies
    Planning, budgeting and cost
    control
    Payroll preparation and
    production
    Payroll analysis and reporting
    Payroll accounting and account
    reconciliation
    Course Methodology
    The course relies on presentations and examples by the consultant.
    Participants will be expected to do Excel exercises for payroll and
    benefits, group workshops and presentations.
    Course Objectives
    By the end of the course, participants will be able to:
    Describe the needed documentation in completing a payroll cycle
    Prepare and reconcile the monthly payroll
    Calculate contributions based on different assumptions for employer and
    employee
    Perform 'what if' analysis related to employee benefits
    Develop monthly and annual payroll budgets
    Design periodic payroll management reports and analysis
    Assess the accounting department in controlling and auditing payroll
    payments

  • latest blog post
    PAYROLL: PREPARATION, ANALYSIS & MANAGEMENT

    Why Attend
    Employee costs from payroll and other benefits are among the largest costs
    in any company other than the Cost of Goods Sold (COGS), rent and
    depreciation. If you are in a goods producing organization and this cost is
    part of your COGS or part of your operating costs it means the effect on you
    will be doubled. Having these costs processed and reported properly is key
    for analysis and decision making. This course starts with introductions to the
    departments of HR and 'accounting and finance' and then focuses on the
    payroll function. The course goes through the process of preparing and
    calculating payroll which includes the controls needed and the pre-checks
    necessary to make sure correct data is used. The course enforces the
    knowledge of controls and proper processes in the work flow to achieve
    better efficiency in the department. The course then discusses employee
    benefits and their effect on the corporation and explains how to conduct
    analysis on payroll and benefits using Excel. In addition, the course
    highlights the topics of accounting, internal and external audit relations
    with HR and payroll specifically, and what data could be required by them.
    The course then stresses the need for confidentiality in the payroll
    department and the importance of sharing data with others on a need to
    know basis or as per corporate policies. The course ends with a how to
    prepare a budget for the department and a bigger budget for payroll and
    benefit costs in the corporation.
    Target Audience
    Payroll staff, payroll accountants, account assistants, payroll supervisors and
    managers, HR professionals and team members who handle payroll and any
    employees interested in understanding and applying payroll best practices.
    Target Competencies
    Planning, budgeting and cost
    control
    Payroll preparation and
    production
    Payroll analysis and reporting
    Payroll accounting and account
    reconciliation
    Course Methodology
    The course relies on presentations and examples by the consultant.
    Participants will be expected to do Excel exercises for payroll and
    benefits, group workshops and presentations.
    Course Objectives
    By the end of the course, participants will be able to:
    Describe the needed documentation in completing a payroll cycle
    Prepare and reconcile the monthly payroll
    Calculate contributions based on different assumptions for employer and
    employee
    Perform 'what if' analysis related to employee benefits
    Develop monthly and annual payroll budgets
    Design periodic payroll management reports and analysis
    Assess the accounting department in controlling and auditing payroll
    payments

  • latest blog post
    PAYROLL: PREPARATION, ANALYSIS & MANAGEMENT

    Why Attend
    Employee costs from payroll and other benefits are among the largest costs
    in any company other than the Cost of Goods Sold (COGS), rent and
    depreciation. If you are in a goods producing organization and this cost is
    part of your COGS or part of your operating costs it means the effect on you
    will be doubled. Having these costs processed and reported properly is key
    for analysis and decision making. This course starts with introductions to the
    departments of HR and 'accounting and finance' and then focuses on the
    payroll function. The course goes through the process of preparing and
    calculating payroll which includes the controls needed and the pre-checks
    necessary to make sure correct data is used. The course enforces the
    knowledge of controls and proper processes in the work flow to achieve
    better efficiency in the department. The course then discusses employee
    benefits and their effect on the corporation and explains how to conduct
    analysis on payroll and benefits using Excel. In addition, the course
    highlights the topics of accounting, internal and external audit relations
    with HR and payroll specifically, and what data could be required by them.
    The course then stresses the need for confidentiality in the payroll
    department and the importance of sharing data with others on a need to
    know basis or as per corporate policies. The course ends with a how to
    prepare a budget for the department and a bigger budget for payroll and
    benefit costs in the corporation.
    Target Audience
    Payroll staff, payroll accountants, account assistants, payroll supervisors and
    managers, HR professionals and team members who handle payroll and any
    employees interested in understanding and applying payroll best practices.
    Target Competencies
    Planning, budgeting and cost
    control
    Payroll preparation and
    production
    Payroll analysis and reporting
    Payroll accounting and account
    reconciliation
    Course Methodology
    The course relies on presentations and examples by the consultant.
    Participants will be expected to do Excel exercises for payroll and
    benefits, group workshops and presentations.
    Course Objectives
    By the end of the course, participants will be able to:
    Describe the needed documentation in completing a payroll cycle
    Prepare and reconcile the monthly payroll
    Calculate contributions based on different assumptions for employer and
    employee
    Perform 'what if' analysis related to employee benefits
    Develop monthly and annual payroll budgets
    Design periodic payroll management reports and analysis
    Assess the accounting department in controlling and auditing payroll
    payments

  • latest blog post
    NEXT GENERATION EXCEL: ADVANCED BUSINESS & FINANCIAL REPORT

    Why Attend
    It is a fact, Excel is the accountant's, finance and business
    professional's best friend! You and I know how overwhelmed we are
    with the abundance of unstructured data. Monthly, quarterly and
    annual closing are immensely data driven and require moving and
    exporting data from 'ERPs' and databases to Excel. This hands-on
    course will advance your data massaging, modeling, integration and
    automation skills to new levels. You will also master normalization
    and massaging of noisy data, preparation of reports, analysis and
    reconciliation.
    This course is Excel based allowing you to develop an exclusive level
    of expertise and adding immediate value to your job and company.
    Target Audience
    Business, finance and accounting professionals, senior and junior
    accountants, business analysts, research professionals, marketing and
    sales, administrative staff, supervisors, general business professionals
    and staff from any function who need to learn and apply stateof-
    the-art techniques to their daily business reporting, reconciliations,
    and analysis.
    Target Competencies
    Massaging of unstructured and
    noisy data
    Reporting, analysis, and
    reconciliation
    Data modeling
    Integration with external data
    sources
    Automation and macros
    Course Methodology
    20% of the course is design and structure focused. 80% uses MS Excel
    as a powerful tool to perform daily, monthly and periodic tasks.
    Groups and individuals will be required to complete exercises, case
    studies, and projects on daily basis.
    Course Objectives
    By the end of the course, participants will be able to:
    Apply Excel reporting expertise in business, finance, and
    accounting by enhancing data slicing and dicing, data massaging,
    and data aggregation skills
    Use pivot tables and pivot charts to perform automated report
    writing, analysis and reconcilliation most efficiently
    Develop dynamic business dashboards and scorecards by
    linking-up excel with access, web, text, SQL, and other databases
    Repeat tasks and generate reports efficiently by recording, running
    and editing macros
    Acquire numerous tips and tricks that will improve their working
    efficiency

  • latest blog post
    NEXT GENERATION EXCEL: ADVANCED BUSINESS & FINANCIAL REPORT

    Why Attend
    It is a fact, Excel is the accountant's, finance and business
    professional's best friend! You and I know how overwhelmed we are
    with the abundance of unstructured data. Monthly, quarterly and
    annual closing are immensely data driven and require moving and
    exporting data from 'ERPs' and databases to Excel. This hands-on
    course will advance your data massaging, modeling, integration and
    automation skills to new levels. You will also master normalization
    and massaging of noisy data, preparation of reports, analysis and
    reconciliation.
    This course is Excel based allowing you to develop an exclusive level
    of expertise and adding immediate value to your job and company.
    Target Audience
    Business, finance and accounting professionals, senior and junior
    accountants, business analysts, research professionals, marketing and
    sales, administrative staff, supervisors, general business professionals
    and staff from any function who need to learn and apply stateof-
    the-art techniques to their daily business reporting, reconciliations,
    and analysis.
    Target Competencies
    Massaging of unstructured and
    noisy data
    Reporting, analysis, and
    reconciliation
    Data modeling
    Integration with external data
    sources
    Automation and macros
    Course Methodology
    20% of the course is design and structure focused. 80% uses MS Excel
    as a powerful tool to perform daily, monthly and periodic tasks.
    Groups and individuals will be required to complete exercises, case
    studies, and projects on daily basis.
    Course Objectives
    By the end of the course, participants will be able to:
    Apply Excel reporting expertise in business, finance, and
    accounting by enhancing data slicing and dicing, data massaging,
    and data aggregation skills
    Use pivot tables and pivot charts to perform automated report
    writing, analysis and reconcilliation most efficiently
    Develop dynamic business dashboards and scorecards by
    linking-up excel with access, web, text, SQL, and other databases
    Repeat tasks and generate reports efficiently by recording, running
    and editing macros
    Acquire numerous tips and tricks that will improve their working
    efficiency