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Power BI Financial Reporting & Financial Analysis: A to Z
Allen Evitts
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Unlimited Viewing Recorded Version for 6 months ( Access information will be emailed 24 hours after the completion of live webinar)
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Call : +1-800-385-1627
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Overview
This A-to-Z session focuses on building stronger financial reporting and analysis in Power BI. Participants will examine the full workflow from source data and chart of accounts structure to financial statements, variance analysis, KPI reporting, and executive dashboards. The session emphasizes accuracy, reconciliation, usability, and storytelling for decision makers.
Why you should Attend
Financial dashboards that do not reconcile to the source of truth can damage credibility faster than no dashboard at all.
Areas Covered in the Session
- Financial data sources: general ledger, budgets, forecasts, operational systems, and Excel inputs
- Modeling finance data: accounts, cost centers, periods, scenarios, and reporting hierarchies
- Creating measures for revenue, expense, margin, variance, actuals, budget, and forecast
- Designing income statement, balance sheet, cash flow, and management reporting views
- Variance analysis by period, department, product, customer, or project
- Executive dashboard design for CFOs, controllers, and business leaders
- Controls, reconciliation, auditability, and refresh discipline for finance reports
Who Will Benefit
- Finance Analysts
- Controllers
- FP&A Professionals
- CFO Teams
- Accounting Managers
- BI Analysts Supporting Finance
Speaker Profile
Allen Evitts is a seasoned project management professional with extensive experience in the field. With a career span of over two decades, Allen has successfully led numerous projects across various industries, including technology, healthcare, and construction. Allen's expertise lies in both traditional and Agile project management methodologies, making them a versatile and knowledgeable instructor.
Allen has a proven track record of delivering projects on time, within budget, and to the satisfaction of stakeholders. Their ability to organize, communicate, and lead teams has earned them recognition as a top project management consultant. Allen's approach to project management is rooted in practical, real-world experience, ensuring that participants in their webinars gain valuable insights and actionable skills.
In addition to their professional experience, Allen is a certified Project Management Professional (PMP) and holds certifications in Agile methodologies, including Scrum Master, and in Cybersecurity. Allen is also an active member of the Project Management Institute (PMI).
Allen's passion for teaching and mentoring has led them to develop and deliver comprehensive training programs that empower project professionals to excel in their roles. Their engaging and interactive teaching style ensures that participants not only learn the essential skills but also feel confident in applying them to their projects.
Join Allen Evitts in the webinar "Organize, Communicate, Lead: Essential Skills for Project Professionals" to enhance your project management skills and lead your projects to success!