Financial Analysis in Excel Training Course

This five-day programme equips participants with a practical grasp of corporate cash management, liquidity planning, and short-term treasury operations. Focusing on real-world business applications, the course empowers participants to effectively monitor cash positions, prepare reliable cash-flow forecasts, optimize working capital, manage banking relationships, strengthen payment controls, and make informed funding and investment decisions.

Through practical exercises, case studies, and business scenarios, participants will gain the knowledge and tools required to improve liquidity visibility, enhance financial control, and establish a structured cash management framework within their organizations.

Finance / Management

This instructor-led, live training (online or on-site) is aimed at manufacturing managers and engineers who wish to strengthen their ability to evaluate investments, build robust business cases, and present compelling narratives for capital projects.

By the end of this training, participants will be able to: calculate and apply core investment appraisal metrics to manufacturing scenarios, build a complete CAPEX investment case including cash flow projections and sensitivity analysis, use templates and Capex Cards to streamline the approval process, and prepare clear executive-level narratives to justify capital expenditure requests.

In this instructor-led live training in New Zealand, participants will learn to configure cost centers and calculate BOM and product costs. The course explores standard and activity-based costing, overhead allocation, and variance analysis to ensure accurate period-end valuations and compliance.

This instructor-led, live training in New Zealand (online or on-site) is designed for finance and legal professionals seeking to master the principles and practices of extrajudicial and judicial collection, empowering them to effectively manage and resolve collection challenges.

By the end of this training, participants will be able to:

• Understand the strengths and limitations of extrajudicial and judicial collection.
• Apply the key methods and techniques of extrajudicial and judicial collection.
• Evaluate the effectiveness and efficiency of extrajudicial and judicial collection.
• Address the legal and ethical issues associated with extrajudicial and judicial collection.
• Integrate extrajudicial and judicial collection in a comprehensive and coherent manner.

This instructor-led live training in New Zealand (online or onsite) is aimed at cloud administrators, cloud architects, technology heads, and financial analysts who wish to record, manage, monitor, and process financial assets of an organisation in the cloud.

By the end of this training, participants will be able to use FinOps practices in an organisation to forecast costs, optimise processes, and perform financial management operations in the cloud.

This instructor-led, live training in New Zealand (online or on-site) is aimed at intermediate-level finance professionals who wish to gain comprehensive knowledge of FinOps principles and methodologies, including cloud financial management, optimisation strategies, and collaboration among finance, engineering, and business teams.

By the end of this training, participants will be able to:

• Understand the FinOps framework, principles, and phases.
• Manage cloud costs effectively through data analysis and governance.
• Collaborate across finance, engineering, and business units to align cloud spend.
• Use FinOps tools for cost allocation, forecasting, and optimisation.
• Prepare for the FinOps Certified FOCUS Analyst exam.

This instructor-led, live training in New Zealand (delivered online or on-site) is designed for advanced-level cloud financial management professionals seeking to validate their expertise in financial operations (FinOps) related to cloud cost management.

By the end of this training, participants will be able to:

• Acquire the advanced knowledge required to sit the FinOps Certified Professional exam.
• Understand complex FinOps practices, including cost optimisation, budget management, and reporting.
• Develop practical skills in applying FinOps strategies to real-world scenarios.
• Prepare effectively for successful completion of the FinOps Certified Professional exam.

This instructor-led, live training (onsite or remote) is aimed at accountants and bookkeepers who wish to use Xero for bookkeeping.

By the end of this training, participants will be able to:

• Get a real-time view of cashflow.
• Link bank accounts to Xero for bank reconciliation.
• Prepare and check VAT (Value Added Tax) returns in Xero.
• Create reports for sharing amongst team members.

This instructor-led, live training in New Zealand (online or on-site) is designed for beginner-level non-finance professionals who wish to gain a foundational understanding of the financial and accounting principles essential for effective business decision-making.

By the end of this training, participants will be able to:

• Understand core financial and accounting concepts critical to business decision-making.
• Interpret and analyse financial statements, including income statements, balance sheets, and cash flow statements.
• Apply key financial ratios to assess the financial health of a business.
• Develop and manage budgets, and perform variance analysis to monitor business performance.
• Use break-even analysis to support operational and strategic decisions.