Advanced Excel Tools for Restructuring & Finance Leaders
Having strong working knowledge of Excel is essential for every business professional who works with data. While newer emerging technologies focused on Data Analytics & AI are useful, Excel continues to be the most widely used application for quick and structured data analysis particularly in the Finance function (financial forecasting, trend analysis, budgeting, MIS reporting, presentation dashboards).
Although Restructuring Professionals, CFOs and other Senior Finance Leaders are well-versed with basic Excel, the knowledge of advanced formulae and time-saving techniques can help effectively streamline painstaking tasks and turn raw data into presentable insights. This will ultimately boost efficiency, and the quality of analysis, enabling more informed decision making.
This workshop will provide an overview of advanced features of Excel that will increase the sophistication of the user's Excel usage and will help get work done better and faster. Among the topics to be discussed are:
• How to save time with keyboard hotkeys and shortcuts • What are some of the most common mathematical and logical functions • How and when to use advanced lookups and conditional functions • How to slice and dice data with PIVOTs • How to perform data sorting, data analysis and data validation • How to audit complex formulas using Formulas features and Add-ins • Overall best practices in Excel modelling
Please join TMA Central Texas Chapter to hear from Rob Hong, Rohit Nerurkar, and Matthew Robertson from Sapling Financial Consultants Inc. as they share their expertise and answer your “how"s and “when"s on some of the advanced Excel features. Rob will provide a general overview of the company and introduce the two main speakers, Rohit and Matthew.
Date: Thursday, June 17, 2021
Time: 4:00-6:00 p.m. CST
Cost: Members: $0 Non-Members: $0
Location: Zoom Webinar (link will be sent to registrants the day of the event by Sapling Financial Consultants, Inc.)
Rob Hong Co-Founder & CEO Sapling Financial Consultants, Inc.
Rob Hong is a co-founder and the CEO of Sapling and has a wealth of experience in financial modelling. Previously, he worked at Artemis Investment Management, a $2 billion Bay Street investment firm, where he developed deep financial modelling skills through researching over 100 publicly-traded companies. He also oversaw more than $150 million of client money. After three years at Artemis, Rob joined KPMG LLP as a Senior Consultant in their Strategy & Operations group. There, he applied his modelling skills to a high-profile engagement while deepening his expertise in database analytics. Later, Rob joined Bell Canada Finance, supporting the Wholesale business unit, where he helped build many of the financial models setting wholesale pricing on big deals with telecom resellers.
Rohit Nerurkar is a Consultant at Sapling and has 9 years of financial consulting experience. During his career, he has worked on financial modeling, data analytics, investment analysis, and valuation engagements and has assisted diverse set of clients including mid-market businesses, large enterprises, and private equity funds. Rohit began his career in 2012 with a boutique investment bank where he helped mid-market businesses build detailed financial models for raising private equity funding. Prior to joining Sapling, Rohit worked for a global advisory firm Aranca for over 5 years where he assisted large private equity funds and businesses on key financial decisions involving business expansions, investments and M&A deals. There, he applied his modelling and analytics skills building numerous dynamic models to a perform forecasting, valuations, return assessment and scenario testing.
Matthew Robertson is an Analyst at Sapling. Matthew graduated from the Commerce program at Queen’s University, where he focused on finance. During his time at Queen’s, Matthew worked as a finance Teaching Assistant as well as an analyst for a student run investment club. His professional experience includes an internship at Deloitte as a Financial Analyst Intern working to increase efficiencies in the operations department. Further, Matthew also gained knowledge and experience in real estate development and investments through a summer internship with Osmington, Inc.