Self-Service reporting for executives
Take your financial reporting skills to the next level with this advanced course on automating and building interactive financial reports in Excel. Building on the foundations laid in Part I, where you learned to automate static financial reports, this course focuses on creating dynamic, user-friendly dashboards that empower report users with clickable elements and drill-down functionality.
Designed for accounting and finance professionals, you’ll learn advanced Excel techniques to create interactive dashboards, implement key financial reporting components like parameters, data validation, and user guides, and introduce auto-updating narrative elements. By the end of this course, you’ll be equipped to deliver professional-grade monthly, quarterly, and annual reports that are not only automated but also intuitive, insightful, and easy to use.
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]
This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.
If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.
