Power BI for Finance Teams: Analytics, Reporting & Dashboard Development

Power BI is rapidly becoming an essential tool for CPAs, analysts, and finance teams—making reporting faster, dashboards interactive, and insights more accessible. If you're still relying solely on spreadsheets or scattered data sources, this session will help you modernize your workflow.

This training is designed specifically for finance professionals—no technical background required. We’ll begin with the fundamentals of Power BI: how it works, why it matters, and where it fits into financial reporting. Then we’ll move step-by-step into practical, real-world applications.

What You’ll Learn

During this interactive session, participants will gain hands-on skills, including how to:

• Connect Power BI to Excel, CSV files, and accounting systems—without IT support
• Build dynamic dashboards to track revenue, expenses, KPIs, and forecast trends
• Visualize budget vs. actuals and monitor performance in real time
• Use slicers, filters, and drill-downs to uncover key financial insights
• Design clean, impactful reports for executives, boards, and clients
• Support audit readiness, variance analysis, and financial storytelling

By the end of the session, you’ll be able to confidently build and share Power BI dashboards that streamline reporting and improve decision-making across your organization.

Why Attend

Finance teams today are expected to provide insights—not just numbers. But traditional reporting tools are time-consuming, rigid, and limited. Power BI simplifies and accelerates the process, turning financial data into clear, interactive insights.

This workshop eliminates the learning curve and gives you a practical roadmap to start using Power BI immediately in:

• Monthly and quarterly reporting
• Budgeting and forecasting
• Audit preparation and compliance
• Executive dashboards and presentations

If you're ready to move beyond spreadsheets and deliver faster, clearer financial insights—this session is for you.

Topics Covered

Introduction to Power BI and financial reporting
Connecting to financial data sources
Revenue, expense, and KPI dashboards
Budget vs. actuals analysis
Filters, slicers, and drill-downs
Identifying performance trends and red flags
Building reports that drive decision-making
Audit-ready reporting techniques
Collaboration and dashboard sharing best practices
Common mistakes to avoid
Time-saving tips and workflow shortcuts

Who Should Attend

This webinar is ideal for:

• CPAs & Accountants
• Finance Managers & Analysts
• Internal Auditors
• Budget Owners & Controllers
• Anyone responsible for financial reporting, analysis, or decision support

Whether you’re enhancing your analytics skills or transforming your reporting process, this session will help you turn financial data into powerful insights.