Financial Analysis and Budget
Control with Excel
29 September – 03 October 2025
Sandton Centre
Johannesburg South Africa
Register Now! Limited Seats Available!
Course overview:
In today’s data-driven business environment, the ability to analyze financial performance and manage budgets effectively is critical to organizational success. Excel remains one of the most powerful and accessible tools for financial planning, analysis, and control. This comprehensive course bridges the gap between theoretical financial management and practical Excel-based tools, enabling professionals to make informed financial decisions.
Participants will learn how to interpret financial statements, develop and monitor budgets, conduct variance analysis, and create dynamic Excel models for forecasting and reporting. The course emphasizes hands-on learning using real-world datasets, allowing participants to build functional templates and dashboards that can be applied immediately in their work environment.
Course Objectives:
By the end of this training, participants will be able to:
• Understand Financial Fundamentals:
o Interpret key financial statements and evaluate financial health using Excel.
• Perform Financial Analysis:
o Use Excel to conduct ratio, trend, and comparative analysis for effective financial evaluation.
• Develop and Monitor Budgets:
o Design operational, capital, and cash budgets using Excel, including departmental and consolidated budgets.
• Control Costs and Analyze Variances:
o Perform budget variance analysis and identify areas for cost control and financial improvement.
• Build Dynamic Excel Models:
o Develop reusable Excel-based budgeting and forecasting tools that support strategic decision-making.
• Use Advanced Excel Features:
o Apply pivot tables, lookups, scenario tools, and basic macros to enhance financial reporting and efficiency.
• Communicate Financial Insights:
o Create dashboards and visualizations for clear and impactful financial communication to stakeholders.
Who Should Attend:
• Finance Officers and Managers
• Accountants and Internal Auditors
• Budget Analysts and Controllers
• Project Managers and Program Officers
• Public Sector Finance Staff
• Quality Assurance and Compliance Officers
• Non-finance Managers and Executives
End of the workshop
IN HOUSE AND ONLINE TRAINING
While both In-House and Online training can present with cost-effectiveness and time-efficacy, there are some very specific differences between in-house courses and those based online.
The demand for additional courses by individuals or groups of people is increasing. Still, it depends entirely on the preferences of a person what type of training he or she wants to receive. Online courses and in-house training carry some similarities but they are considered to exhibit some very pivotal differences too. Despite that, both types of learning can be really beneficial for attendees.
For Registration and other Training arrangements,
contact us on the detail below.
SOUTH AFRICA : +27 11 057 6001
TANZANIA Cell: +255 769 688 544
WhatsApp +27 79 574 0389
info@bmktraining.co.za / www.bmktraining.com
