Month End Excel Automation Bootcamp

4.9

(22 ratings)

·

10 Days

·

Cohort-based Course

Create Excel-based automation processes using Power Query and Dynamic Arrays to revolutionise your month end.

Course overview

Are you stuck running soul-destroying, manual month end processes in Excel?

If the answer to that question is "Yes!" then this bootcamp is for you.


I'll introduce you to Power Query, an Excel feature that will change your world.


Then I'll introduce you to Dynamic Arrays, and show you how they can add value to real-world month end challenges.


This is a hands-on course, with plenty of practical experience offered throughout. Your class mates and I will be there every step of the way to support you.


You didn't train all those years as a finance professional to just copy & paste numbers all day. Let me give you your time back, so you can do the real value-adding work you are capable of.



* Please note, you must have an Office 365 subscription or Excel 2021, and be working on a Windows computer (not a Mac) to get the best experience from this bootcamp.


** This bootcamp includes one month of full access to the Full Stack Modeller training platform and community, giving students the opportunity to take advantage of ALL of our additional training content.

Who is this course for

01

Finance professionals involved in the month end process

02

Excel users who manage data on a regular basis

03

Anyone with an interest in Excel-based automation

04

Excel users with little to no experience using Power Query and Dynamic Arrays

What you will learn

The fundamentals of Power Query
  • Import data from various sources into the Power Query Editor
  • Create clear, effective, auditable queries
  • Transform and enrich data
  • Best practice principles


The fundamentals of Dynamic Arrays
  • The dynamic array functions
  • Common uses
  • More advanced uses
  • Common mistakes
Real-world application of Power Query & Dynamic Arrays
  • Import month end Trial Balance data from multiple files
  • Transform and enrich your TB data in the PQ Editor
  • Load data back into a standard month end variance report
  • Create an accruals model with automated monthly journal entry calculations & journal upload outputs
The Developer Mindset
  • The difference between an Excel User & Excel Developer
  • Scoping & managing projects
  • The value of being pedantic
  • Tips & tricks to maximise your effectiveness when gathering information

This course includes

6 interactive live sessions

Lifetime access to course materials

In-depth lessons

Direct access to instructor

Projects to apply learnings

Guided feedback & reflection

Private community of peers

Course certificate upon completion

Maven Satisfaction Guarantee

This course is backed by Maven’s guarantee. You can receive a full refund within 14 days after the course ends, provided you meet the completion criteria in our refund policy.

Course syllabus

Expand all modules
  • Week 1

    Jul 2—Jul 7

    Week dates are set to instructor's time zone

    Events

    • Jul

      2

      Session 1: The Fundamentals of Power Query

      Tue, Jul 2, 3:00 PM - 5:00 PM UTC

    • Jul

      4

      Session 2: The Fundamentals of Dynamic Arrays

      Thu, Jul 4, 3:00 PM - 5:00 PM UTC

    • Jul

      5

      Optional: Optional Open Session 1

      Fri, Jul 5, 3:00 PM - 4:00 PM UTC

  • Week 2

    Jul 8—Jul 12

    Week dates are set to instructor's time zone

    Events

    • Jul

      9

      Session 3: Trial Balance & Accruals Journals Case Studies

      Tue, Jul 9, 3:00 PM - 5:00 PM UTC

    • Jul

      11

      Session 4: The Developer Mindset

      Thu, Jul 11, 3:00 PM - 5:00 PM UTC

    • Jul

      12

      Optional: Optional Open Session 2

      Fri, Jul 12, 3:00 PM - 4:00 PM UTC

4.9

(22 ratings)

What students are saying

Meet your instructor

Giles Male

Giles Male

Co-Founder - Full Stack Modeller

Giles is a CIMA qualified, career-long financial modeller. He spent years building complex models on large bid teams before gaining valuable experience as a management accountant (working through month ends).


Giles entered the contracting and freelance markets in his early thirties, where he picked up more unique modelling experience supporting companies of all sizes.


He is now MD and co-founder of Full Stack Modeller, an award-winning training platform and community for finance professionals from all over the world.


He has recently coached finance teams from some of the largest companies in the world through a series of month-end process improvements, leveraging the power of Power Query and Dynamic Arrays. The key learning stages from this real-world experience form the basis of this unique bootcamp.

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Course schedule

4-6 hours per week
  • Tuesdays & Thursdays, Optional Fridays

    4:00pm - 6:00pm London Time

    Four two-hour training sessions, plus two optional one-hour Open Sessions on a Friday

  • Optional Homework

    2 hours per week

    Practice workbooks and case studies will be provided for students to work through between sessions, if they choose to

  • First Session: Tuesday 2nd July

    4pm London Time


Learning is better with cohorts

Learning is better with cohorts

Active hands-on learning

This course builds on live workshops and hands-on projects

Interactive and project-based

You’ll be interacting with other learners as you work through the course material

Learn with a cohort of peers

Join a community of like-minded people who want to learn and grow alongside you

Frequently Asked Questions

What happens if I can’t make a live session?
How long will I have access to the recordings and content?
I work full-time, what is the expected time commitment?
What’s the refund policy?
How does the money back guarantee work?
I have more questions. How do I get answers to these?
Can you tell me more about the Full Stack Modeller platform?
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Month End Excel Automation Bootcamp

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