Meet Your CFO Guy

Are you ready to impress

with effective and informative financial dashboards?

  • Quickly understand what's going on with the business

  • Never underestimate the importance of a visually compelling presentation

  • Answer key questions on the most important KPIs

  • Compare changes to revenue and cost drivers over time

  • Create a concise structure for efficient reporting

  • Tie it all together in Excel

The best CEOs and boards I work with want quick insight into what matters most

This allows them to act fast in making vital decisions

Learning how to provide this data in a visually compelling way has been one of the biggest game-changers in my career.

Presenting the data is not enough - without proper design, important data points can get overlooked and messages can get confused or lost entirely.

By creating engaging and effective financial dashboards, you'll add tremendous value to CEOs, the executive team, board of directors, and other key stakeholders.

Harness the amazing power of the 3 Statement Model

  • Enhanced visualization

  • Real-time monitoring

  • Efficient financial analysis

  • Budget-to-actuals comparison

  • Key Performance Indicator (KPI) tracking

  • Customizable reports

Your Tech Stack

Use Excel to connect your financial model directly to the dashboards.

Organizing Data

Create tables, add additional context, and then use PowerQuery to transform the data

Create Financial Reports

Bring it all together - Profit & Loss, Balance Sheet, Cash Flows, and KPIs

Get Hands-On Practice
Building CFO Dashboards

Enroll Now!

Instructor

Josh Aharonoff, CPA

Founder & CEO of Mighty Digits

I'm Josh Aharonoff, a CPA with a passion for helping startups scale with incredible finance and accounting support. My unique background as a CPA and running my own outsourced finance and accounting company for nearly 4 years has perfectly positioned me to solve complex finance and accounting issues for startups.
I actively advise more than 40 startups each month with their Finance & Accounting, and look forward to sharing with you everything that I've learned along the way.

Course curriculum

    1. Course Intro

      FREE PREVIEW

    2. How to use this course

    3. Using design principles to captivate your audience

    4. Your Tech Stack

    1. Overview

    2. Creating Tables + Adding additional context - Part I

    3. Creating Tables + Adding additional context - Part II

    4. Using PowerQuery to transform your data

    1. Setting Dates

    2. Creating a Summarized Profit & loss

    3. Creating a Summarized Balance Sheet

    4. Creating a Summarized Cash Flows

    5. Creating Custom Periods & Sections

    6. Measuring Period over Period Changes

    1. Getting Data Ready for Dashboards

    2. Creating Date Selectors

    3. Creating our first KPI

    4. Finishing the KPI dashboard

    5. Creating a KPI Dashboard with a graph

    6. Mid-Course Feedback

    7. Creating a KPI Dashboard with a dynamic spill array

    8. Budget vs Actuals - Part I - Designing our tables

    9. Budget vs Actuals - Part II - Creating our gauge charts

    10. Budget vs Actuals - Part III - Finalizing our design

    11. Management Report

    12. Cash Out Dashboard

    13. Creating a Cover Page in Excel

    14. Creating dashboards using PivotTables

    15. Creating Dashboards using PivotTables: PivotTable Profit & Loss

    16. Creating Dashboards using Pivot Tables: Using Pivot Charts

    17. Break Even Dashboard

    18. Spotlight Dashboard - Pulling in the data

    19. Spotlight Dashboard - Designing the dashboard

    1. Final Thoughts

    1. Supercharge Your Data Analysis with Bonus Templates!

About this course

  • $399.00
  • 35 lessons
  • 3.5 hours of video content

FAQ

  • Who is this course for?

    This course is for Finance & Accounting professionals looking to take their financial reporting & excel skillset to the next level

  • What will I learn in this course?

    We will start off covering how to structure our data so that it is easily refreshable and scalable to use in our dashboards & reports. We will then create various reports & dashboards in a dynamic & visually appealing manner.

  • What come with the course?

    You can purchase just the templates, or the full course with the templates, handouts, and videos showing you how to create each dashboard & report. We also offer an option where you can send us your data, and we will send you back a file with these dashboards connected to your dataset.

  • What tools do I need for this course?

    The only tool you will need is Microsoft Excel, however, it is also encouraged to have a license for Microsoft PowerPoint and a 3 Statement Model that we will use to create our dashboards & reports. If you do not have a 3 Statement Model, you can utilize the templates included with the course.

  • Why use Excel and not PowerBI, or another data visualization software?

    PowerBI and other data visualization tools are great and can add tremendous value to your dashboards. This course focuses on maximizing what you can do with Microsoft Excel, given how widely used & easy to manage it is.

  • How long will I have access?

    You will get lifetime access to this course.

  • Do I have to start the course at a particular time?

    The course is entirely on demand, so you are welcome to start and pause at any point.

Master the Art of Visually Engaging Reporting with CFO Dashboards

Register Today!

30-Day Money-Back Guarantee

Your CFO Guy is committed to helping you understand the basics of 3 Statement Model. As such, we offer a 30-day money-back guarantee. If you are not satisfied with the course, you can request a full refund within 30 days of your purchase.

To be eligible for a refund, you must have completed the course within 30 days of purchase and must provide proof of course completion. If you have any questions or would like to request a refund, please contact us at [email protected] within 30 days of purchase.

We are dedicated to helping you succeed, and we are confident that the Intro to 3 Statement Model course will help you do just that.