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Power BI Data Analyst
This program integrates essential data skills with core accounting knowledge, tailored specifically for the finance sector. Participants gain proficiency in utilising tools such as Microsoft Excel and Power BI to source, analyse, and work with financial data effectively. By combining these skills, participants can generate actionable insights that support informed business decisions and drive positive change within their organisations. This integration empowers finance professionals to unlock the full potential of data, enhancing their strategic capabilities and contributing to organisational success.
Qualification Level
Level 3 – Advanced ApprenticeshipTraining Duration
12 monthsTraining Method
OnlineProgramme Length
15 monthsCoaching
Finance Data Specialist MentorThis module provides an overview of fundamental financial data concepts, covering diverse financial data formats, privacy and security issues specific to finance, and tools for financial data storage, management, and analysis, including structured and unstructured financial data. It also explores considerations of privacy, security, and ethics in financial data analysis, as well as techniques and tools for internal financial research and data analysis.
1Master techniques to streamline everyday financial data tasks, integrating and refining financial data from multiple sources, and utilising pivot tables and Toolpak for insightful financial analysis. This module covers financial data handling, blending from diverse financial sources, pivot table mastery, financial data cleaning, formatting, and an introduction to statistical analysis using Toolpak in Excel.
2Master the art of crafting compelling financial data narratives through visually engaging charts and dashboards, strategically designed to highlight key financial trends and patterns, ultimately enhancing your impact within the finance department and facilitating informed decision-making.
3Enhance your financial data analysis skills beyond basic Excel functions, utilising advanced statistical functions and tools to interpret complex financial data sets effectively, empowering data-driven financial strategies and decisions.
4Master advanced automation techniques in Excel tailored for financial analysis to streamline manual processes, boost efficiency in financial data management, and construct and maintain sophisticated financial models and dashboards effortlessly, ensuring accuracy and timeliness in financial reporting.
5Delve into Power BI’s dynamic features tailored for finance, enabling users throughout the finance department to transform raw financial data into actionable insights, including financial data preparation, interactive visualisations, and an introduction to programming languages like DAX for financial analysis.
6Develop a solid understanding of financial data storage and management to engage in informed discussions with specialists across the finance department, covering financial data sourcing, modelling, database systems, and an introduction to SQL, while exploring the advantages, disadvantages, and associated risks of different financial data management approaches.
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Professional Accounting or Tax Technicians are responsible for creating, verifying, and reviewing, accurate, and timely financial information within an organisation. This role may exist in…
Qualification Level
Level 4 – Higher ApprenticeshipTraining Duration
12 monthsTraining Method
Classroom learningProgramme Length
15 monthsCoaching
Learning & Development Mentor
Over this apprenticeship, learners will develop their leadership skills and master high-level tasks such as creating and monitoring budgets, creating, adjusting and submitting financial statements…
Qualification Level
Level 2 – Intermediate ApprenticeshipTraining Duration
12 monthsTraining Method
Classroom learningProgramme Length
15 monthsCoaching
Learning & Development Mentor
