Advanced Excel Reporting for Management Accountants

Author: Neale Blackwood

Publisher: John Wiley & Sons

ISBN: 1118658183

Category: Business & Economics

Page: 448

View: 8930

The advanced tools accountants need to build automated, reliable, and scalable reports using Excel Learn about the functions that work together to automate many of the processes involved in Management Reporting. See how to take advantage of the many new features of Excel 2007 and 2010. Find out how to build validation structures into your spreadsheet reports. Discover how to identify missing or new codes, either in the creation process or in the day-to-day running of the reports. Do it all with Advanced Excel Reporting for Management Accountants. Explore the structures that simplify the report creation process and make the reports more maintainable Learn techniques to "cleanse" data so that it is ready for use in Pivot Tables and formula-based reports Find out the tips and tricks that can make the creation process quicker and easier Discover all you need to know about Excel's summing functions and how versatile they can be Written in a hands-on style that works towards the completion of two reporting case studies, Advanced Excel Reporting for Management Accountants explains and demonstrates techniques so that Management Accountants can learn how to automate many aspects of the reporting process.

Forensic Analytics

Methods and Techniques for Forensic Accounting Investigations

Author: Mark J. Nigrini

Publisher: John Wiley & Sons

ISBN: 9781118087633

Category: Business & Economics

Page: 480

View: 3410

Discover how to detect fraud, biases, or errors in your datausing Access or Excel With over 300 images, Forensic Analytics reviews andshows how twenty substantive and rigorous tests can be used todetect fraud, errors, estimates, or biases in your data. For eachtest, the original data is shown with the steps needed to get tothe final result. The tests range from high-level data overviews toassess the reasonableness of data, to highly focused tests thatgive small samples of highly suspicious transactions. These testsare relevant to your organization, whether small or large, forprofit, nonprofit, or government-related. Demonstrates how to use Access, Excel, and PowerPoint in aforensic setting Explores use of statistical techniques such as Benford's Law,descriptive statistics, correlation, and time-series analysis todetect fraud and errors Discusses the detection of financial statement fraud usingvarious statistical approaches Explains how to score locations, agents, customers, oremployees for fraud risk Shows you how to become the data analytics expert in yourorganization Forensic Analytics shows how you can use Microsoft Accessand Excel as your primary data interrogation tools to findexceptional, irregular, and anomalous records.

Budgeting Basics and Beyond

Author: Jae K. Shim,Joel G. Siegel,Allison I. Shim

Publisher: John Wiley & Sons

ISBN: 1118127978

Category: Business & Economics

Page: 560

View: 877

A convenient and up-to-date reference tool for today's financial and nonfinancial managers in public practice and private industry If the very thought of budgets pushes your sanity over the limit, then this practical, easy-to-use guide is just what you need. Budgeting Basics and Beyond, Fourth Edition equips you with an all-in-one resource guaranteed to make the budgeting process easier, less stressful, and more effective. The new edition covers rolling budgets (forecasts), activity-based budgeting, life-cycle budgeting. Cloud computing, Balanced Scorecard, budgeting for nonprofit organizations, business simulations for executive and management training, and much more! Includes several new software packages, computer-based models and spreadsheet applications, including Value Chain Management software, Financial Planning and Performance software, Web 2.0, Cloud computing, and capital budgeting software Features case studies, illustrations, exhibits, forms, checklists, graphs, samples, and worked-out solutions to a wide variety of budgeting, planning, and control problems Offers financial planning and new types of financial modeling, variance analysis, Web-based budgeting, active budgeting illuminating "what-if" analyses throughout, spreadsheet applications, break-even analysis, project analysis, and capital budgeting Budgeting Basics and Beyond, Fourth Edition is a practical, easy-to-use problem-solver and up-to-date reference tool for today's financial and nonfinancial managers in public practice and private industry.

Project Management Accounting, with Website

Budgeting, Tracking, and Reporting Costs and Profitability

Author: Kevin R. Callahan,Gary S. Stetz,Lynne M. Brooks

Publisher: John Wiley & Sons

ISBN: 0470952342

Category: Business & Economics

Page: 224

View: 2685

Praise for Project Management Accounting "Let me start with what the Second Edition of Project ManagementAccounting is not....it is not an inch wide and a mile deep.Instead, it provides multiple lenses to anticipate both intendedand unintended consequences through sound principles of ProjectManagement and accounting as well as inquiry focused on both risksto the project and reputational capital. It should be on everydecision makers bookshelf to pick up and remind them of theiressential foundation when they face a major project or the risk ofmental myopia." —Barry van Dyck, PhD, Recruiting andAdmissions Director, EMBA, Mendoza College of Business, Universityof Notre Dame Acquire the accounting knowledge and skills to become atop-performing Project Management professional Project Management accounting involves much more than justunderstanding how project income and expense impact the generalledger. To truly succeed in today's competitive businessenvironment, project managers must also understand how to budgetresources, determine ROI, and track costs and expenses for projectsas well as become adept at strategy and executive decision makingand portfolio management. With its focus on accounting, ProjectManagement Accounting: Budgeting, Tracking, and Reporting Costs andProfitability, Second Edition is designed to enhance the businessskills of project managers at all levels of experience. Now in a fully updated second edition, Project ManagementAccounting clearly explains step-by-step how project expensing (forboth internal projects and outside vendors) should be capitalizedor expensed in order to keep the budget on track and improveprofitability. The proficient author team of Callahan, Stetz, andBrooks culls their decades of experience to show readers how toachieve the greatest tax/cost savings by helping them determinewhat portion of the project can be capitalized. This Second Edition of Project Management Accounting includescurrent case studies and sample checklists to help professionalshit the ground running by immediately applying concepts to theirown business scenarios. Here, CFOs, controllers, project managers,and accounting managers will discover how to: Understand risk assessment from an accounting and auditingperspectiv Maximize project outcomes by leveraging accounting and financingtools and principles Improve each project's profitability by understanding its costsand benefits Analyze their business's financial information to choose theright project, every time Apply proper accounting principles to a project Develop a project budget based on a company's financialperformance and needs Project Management Accounting provides the knowledge and skillsto become proficient in Project Management and maximize theprofitability and ROI of any project.

Excel Dashboards and Reports

Author: Michael Alexander,John Walkenbach

Publisher: John Wiley & Sons

ISBN: 9780470920732

Category: Computers

Page: 456

View: 1763

Accounting Best Practices

Author: Steven M. Bragg

Publisher: John Wiley & Sons

ISBN: 1118417801

Category: Business & Economics

Page: 496

View: 3847

Praise for previous editions of Accounting Best Practices "For a comprehensive, yet easy-to-read guide to fixing those all-too-common shortcomings in your accounting department, look no further than this excellent book. Steve Bragg provides hundreds of fixes, many of them requiring surprisingly little time or cost while providing a handy guide to common implementation pitfalls. . . . I would recommend this invaluable book to anyone who is looking to enhance their existing processes, whether due to growth in their business, compliance with Sarbanes-Oxley, or just as part of their ongoing improvement process." —Martyn Webster, CPA, Director of Finance, XenoPort, Inc. "This book is critical to running an efficient and accurate accounting department. The use of RFID technology to track documents is one of many valuable tools in this latest edition. A required read for the demanding accounting manager's role." —Jason Charet, CPA "I've used Steve Bragg's Accounting Best Practices books for years as a source of ideas for improvement. Like previous editions, this edition has a number of new, actionable best practices as well as refinements of those ideas reported in previous editions. The books are broad enough in their perspective so that nearly any organization could find ideas that could pay back the cost of the book many times over." —John Temmerman, Controller, Evangelical Lutheran Church in America "What a great resource! I have been in the accounting field for over twenty years, and I was still able to gain insight into improving processes within my office. Thanks for putting it all in one book!" —Tina M. Thomas, CPA, CTP, Controller, Goodman & Company, LLP

Business Ratios and Formulas

A Comprehensive Guide

Author: Steven M. Bragg

Publisher: John Wiley & Sons

ISBN: 1118239822

Category: Business & Economics

Page: 384

View: 6627

A complete appraisal of analytical tools available to managers to assess performance Required reading for anyone starting, running, or growing a business, Business Ratios and Formulas, Third Edition puts answers at the fingertips of business managers, with nearly 250 operational criteria and clear, easy-to-understand explanations that can be used right away. The Third Edition includes twenty new measurements. Approximately 20 new measurements Offers a comprehensive resource of nearly 250 operational criteria An Appendix including a dictionary of accounting and finance terms A thorough list of every ratio and formula, and how to compile and interpret that information Also by Steven M. Bragg: Fast Close: A Guide to Closing the Books Quickly, Second Edition An ideal tool for measuring corporate performance, this authoritative resource allows you to pick and choose the tools you need to best assess your organization's performance.

Data Analysis Using SQL and Excel

Author: Gordon S. Linoff

Publisher: John Wiley & Sons

ISBN: 1119021456

Category: Computers

Page: 792

View: 4674

A practical guide to data mining using SQL and Excel Data Analysis Using SQL and Excel, 2nd Edition shows you how to leverage the two most popular tools for data query and analysis—SQL and Excel—to perform sophisticated data analysis without the need for complex and expensive data mining tools. Written by a leading expert on business data mining, this book shows you how to extract useful business information from relational databases. You'll learn the fundamental techniques before moving into the "where" and "why" of each analysis, and then learn how to design and perform these analyses using SQL and Excel. Examples include SQL and Excel code, and the appendix shows how non-standard constructs are implemented in other major databases, including Oracle and IBM DB2/UDB. The companion website includes datasets and Excel spreadsheets, and the book provides hints, warnings, and technical asides to help you every step of the way. Data Analysis Using SQL and Excel, 2nd Edition shows you how to perform a wide range of sophisticated analyses using these simple tools, sparing you the significant expense of proprietary data mining tools like SAS. Understand core analytic techniques that work with SQL and Excel Ensure your analytic approach gets you the results you need Design and perform your analysis using SQL and Excel Data Analysis Using SQL and Excel, 2nd Edition shows you how to best use the tools you already know to achieve expert results.

Financial Modeling Using Excel and VBA

Author: Chandan Sengupta

Publisher: John Wiley & Sons

ISBN: 9780471267683

Category: Business & Economics

Page: 857

View: 5211

"Reviews all the necessary financial theory and concepts, and walks you through a wide range of real-world financial models" - cover.

IT (Information Technology) Portfolio Management Step-by-Step

Unlocking the Business Value of Technology

Author: Bryan Maizlish,Robert Handler

Publisher: John Wiley & Sons

ISBN: 1118005058

Category: Business & Economics

Page: 400

View: 9618

Praise for IT Portfolio Management Step-by-Step "Bryan Maizlish and Robert Handler bring their deep experience in IT 'value realization' to one of the most absent of all IT management practices--portfolio management. They capture the essence of universally proven investment practices and apply them to the most difficult of challenges--returning high strategic and dollar payoffs from an enterprise's IT department. The reader will find many new and rewarding insights to making their IT investments finally return market leading results." --John C. Reece, Chairman and CEO, John C. Reece & Associates, LLC Former deputy commissioner for modernization and CIO of the IRS "IT Portfolio Management describes in great detail the critical aspects, know-how, practical examples, key insights, and best practices to improve operational efficiency, corporate agility, and business competitiveness. It eloquently illustrates the methods of building and integrating a portfolio of IT investments to ensure the realization of maximum value and benefit, and to fully leverage the value of all IT assets. Whether you are getting started or building on your initial success in IT portfolio management, this book will provide you information on how to build and implement an effective IT portfolio management strategy." --David Mitchell, President and CEO, webMethods, Inc. "I found IT Portfolio Management very easy to read, and it highlights many of the seminal aspects and best practices from financial portfolio management. It is an important book for executive, business, and IT managers." --Michael J. Montgomery, President, Montgomery & Co. "IT Portfolio Management details a comprehensive framework and process showing how to align business and IT for superior value. Maizlish and Handler have the depth of experience, knowledge, and insight needed to tackle the challenges and opportunities companies face in optimizing their IT investment portfolios. This is an exceptionally important book for executive leadership and IT business managers, especially those wanting to build a process-managed enterprise." --Peter Fingar, Executive Partner Greystone Group, coauthor of The Real-Time Enterprise and Business Process Management (BPM): The Third Wave "A must-read for the non-IT manager who needs to understand the complexity and challenges of managing an IT portfolio. The portfolio management techniques, analysis tools, and planning can be applied to any project or function." --Richard "Max" Maksimoski, Senior Director R&D, The Scotts Company "This book provides an excellent framework and real-world based approach for implementing IT portfolio management. It is a must-read for every CIO staff considering how to strategically and operationally impact their company's bottom line." --Donavan R. Hardenbrook, New Product Development Professional, Intel Corporation

Treasury Management

The Practitioner's Guide

Author: Steven M. Bragg

Publisher: John Wiley & Sons

ISBN: 0470497084

Category: Business & Economics

Page: 304

View: 3659

Praise for Treasury Management The Practitioner's Guide "Steven Bragg has written a broad-based look at the treasurer's function that is as timely as it is complete. This book is an excellent choice for experienced treasury personnel, those new to the area, or the small business CFO needing to develop additional expertise." ?Matthew Boutte, Asset/Liability Manager, AVP, Sterling Bank "Cash is king! Steven Bragg's Treasury Management: The Practitioner's Guide peels back the onion on the most pressing topics facing today's treasurer?cash management, financing, risk management, and treasury systems." ?Geoffrey Garland, Controller, Staco Systems "This book gives an insight into the various intricacies, augmented with examples and flowcharts, involved in a treasury role. It gives a practical and detailed approach to cash management. A must-read for accounting heads of small businesses who have the additional responsibility of being a treasurer." ?Priya K Srinivasan, Owner, Priya K Srinivasan CPA Treasury Management: The Practitioner's Guide describes all aspects of the treasury function. This comprehensive book includes chapters covering the treasury department, cash transfer methods, cash forecasting, cash concentration, working capital management, debt management, equity management, investment management, foreign exchange risk management, interest risk management, clearing and settlement systems, and treasury systems. If you are a treasurer, CFO, cash manager, or controller, Treasury Management: The Practitioner's Guide allows you to quickly grasp the real world of treasury management and the many practical and strategic issues faced by treasurers and financial professionals today.

How to Read a Financial Report

Wringing Vital Signs Out of the Numbers

Author: John A. Tracy

Publisher: John Wiley & Sons

ISBN: 9780470471258

Category: Business & Economics

Page: 216

View: 4155

Excel models for business and operations management

Author: John F. Barlow

Publisher: John Wiley & Sons

ISBN: 9788126509515

Category: Business

Page: 432

View: 1555

Market_Desc: · Business Studies, Accounting, Finance, and Operations Management courses that offer practical computing skills as an integral part of the course syllabus· Managers and Analysts who want to develop their model-building skills Special Features: · The use of spreadsheet models in finance, business and management decision-making is on the increase· Other books on spreadsheet modeling tend to focus on applied management science and complex financial models, which restricts the market· This new edition will follow the active learning approach which focuses on the practical aspect of how to build computer models while summarizing the mathematical logic as to why the model is so constructed· A website will accompany the text, containing hands on development models to enable the reader to put theory into practice.· A new chapter entitled Investment Analysis Models will be added to widen the appeal to students in finance and accounting.· All references to Excel (including the Excel refresher notes in the appendix) have been upgraded to reflect the latest version of Microsoft Office (e. g. Excel 2003 and Windows XP)· Job sequencing including a VBA routine for Johnson s Rule· Multiplicative Holt-Winter s model About The Book: This text adopts an active learning approach with the emphasis being placed on the utilization of software tools to help build models. The learn by example approach used throughout the book guides the user through the complexities of model building. Every day examples from business and operations management form the basis of the book s hands on development models that help the reader to appreciate Excel s power and flexibility.

Using Excel for Business Analysis

A Guide to Financial Modelling Fundamentals

Author: Danielle Stein Fairhurst

Publisher: John Wiley & Sons

ISBN: 1118132874

Category: Business & Economics

Page: 320

View: 4858

A clear, concise, and easy-to-use guide to financial modelling suitable for practitioners at every level Using a fundamental approach to financial modelling that's accessible to both new and experienced professionals, Using Excel for Business Analysis: A Guide to Financial Modelling Fundamentals + Website offers practical guidance for anyone looking to build financial models for business proposals, to evaluate opportunities, or to craft financial reports. Comprehensive in nature, the book covers the principles and best practices of financial modelling, including the Excel tools, formulas, and functions to master, and the techniques and strategies necessary to eliminate errors. As well as explaining the essentials of financial modelling, Using Excel for Business Analysis is packed with exercises and case studies to help you practice and test your comprehension, and includes additional resources online. Provides comprehensive coverage of the principles and best practices of financial modeling, including planning, how to structure a model, layout, the anatomy of a good model, rebuilding an inherited model, and much more Demonstrates the technical Excel tools and techniques needed to build a good model successfully Outlines the skills you need to learn in order to be a good financial modeller, such as technical, design, and business and industry knowledge Illustrates successful best practice modeling techniques such as linking, formula consistency, formatting, and labeling Describes strategies for reducing errors and how to build error checks and other methods to ensure accurate and robust models A practical guide for professionals, including those who do not come from a financial background, Using Excel for Business Analysis is a fundamentals-rich approach to financial modeling.

Valuation

Measuring and Managing the Value of Companies

Author: Tim Koller,McKinsey & Company Inc.,Marc Goedhart,David Wessels,Barbara Schwimmer,Franziska Manoury

Publisher: John Wiley & Sons

ISBN: 111887370X

Category: Business & Economics

Page: 848

View: 3639

McKinsey & Company′s #1 best–selling guide to corporate valuation, now in its sixth edition Valuation is the single best guide of its kind, helping financial professionals worldwide excel at measuring, managing, and maximizing shareholder and company value. This new sixth edition provides insights on the strategic advantages of value–based management, complete detailed instruction, and nuances managers should know about valuation and valuation techniques as applied to different industries, emerging markets, and other special situations. The companion website features short form content on key issues, including videos, discussion of trending topics, and real–world valuation examples from capital markets, and the included DCF model download allows you to complete computations automatically for error–free analysis and valuation of real companies. The model ensures that all important measures, such as return on investment capital and free cash flow are calculated correctly, so you can focus on the company′s performance rather than computational errors. Valuation lies at the crossroads of corporate strategy and finance. In today′s economy, it has become an essential role and one that requires excellence at all points. This guide shows you everything you need to know, and gives you the understanding you need to be effective. Estimate the value of business strategies to drive better decision making Understand which business units a corporate parent is best positioned to own Assess major transactions, including acquisitions, divestitures, and restructurings Design a capital structure that supports strategy and minimizes risk As the valuation function becomes ever more central to long– and short–term strategy, analysts and managers need an authoritative reference to turn to for answers to challenging situations. Valuation stands ahead of the field for its reputation, quality, and prestige, putting the solutions you need right at your fingertips.

Personnel Selection

Adding Value Through People

Author: Mark Cook

Publisher: John Wiley & Sons

ISBN: 047098645X

Category: Psychology

Page: 355

View: 421

This text deals with psychological processes and methods for the assessment of personnel abilities and qualities, and also with the social and organisational issues related to selection. It includes coverage of personality and intelligence test validity.

The Failure of Risk Management

Why It's Broken and How to Fix It

Author: Douglas W. Hubbard

Publisher: John Wiley & Sons

ISBN: 0470387955

Category: Business & Economics

Page: 281

View: 3948

This book "takes a close look at misused and misapplied basic analysis methods and shows how some of the most popular "risk management" methods are no better than astrology! Using examples from the 2008 credit crisis, natural disasters, outsourcing to China, engineering disasters, and more, Hubbard reveals critical flaws in risk management methods–and shows how all of these problems can be fixed. The solutions involve combinations of scientifically proven and frequently used methods from nuclear power, exploratory oil, and other areas of business and government. Finally, Hubbard explains how new forms of collaboration across all industries and government can improve risk management in every field." - product description.

Data Science and Big Data Analytics

Discovering, Analyzing, Visualizing and Presenting Data

Author: EMC Education Services

Publisher: John Wiley & Sons

ISBN: 111887613X

Category: Business & Economics

Page: 432

View: 6599

This book is about harnessing the power of data for new insights. The book covers the breadth of activities, methods, and tools that data scientists use. The content focuses on concepts, principles and practical applications that are relevant to any industry and technology environment.--