In this course, you will learn how to transform a pro-forma report into a dashboard!
The course is presented in three parts.
First, the course reveals the 3 shortcomings of presenting a pro-forma report. They are: o Hard to slice and dice o Hard to build a collapsible table on timeline o Not for self-service
Next, the course presents 3 challenges in building a Pro-Forma report and provide solutions for the challenges. They include: o How to Track On-hire Days for Each Vessel? o How to Track Daily Hire Rates for Each Vessel? o How to Calculate Net Hire Revenues?
Last, the course presents another 3 challenges in building a Dashboard report and provide solutions for the challenges. They include: o How to convert Pro-forma report to a Dashboard report? o How to build the Slice-and-dice function of a dashboard? o How to display budgets, actuals and off-hires all in one chart?
Course Search Keywords
Financial Reporting Expert
Lenny is Senior Financial Analyst at Ausenco. Lenny has over 15 years combined experience in financial planning and analysis (FP&A), financial reporting and modeling, and compliance auditing. Lenny supervises Adaptive Insights system budgeting, and is a CPA, CGA, and a Certified Adaptive Insights Professional and Certified Xero Partner. Lenny is a proponent for "One-click Reporting" for analysts and "Self-service Reporting" for executives. He has strong belief that reporting and closing should be hours rather than days or even weeks. Lenny also acted as local CPA chapter board officer and volunteered for Canada Revenue Agency as a Community Volunteer Income Tax Program consultant. Education MBA, Finance : George Washington University - SBPM (School of Business and Public Management) - [1998 to 2000]
