Josh Aharonoff – CFO Excel Dashboard & Reporting

Data Organization & Visualization: Creating Engaging & Effective Financial Dashboards

MeetYour CFO Guy

Hi! I am a fractional CFO for 40+ startups, and love all things Finance & Accounting. My favorite part of my job involves building sophisticated forecasts for companies to help them understand their business better

Are you ready to impress with effective and informative financial dashboards?

• Quickly understand what’s going on with the business
• Compare changes to revenue and cost drivers over time
• Never underestimate the importance of a visually compelling presentation
• Create a concise structure for efficient reporting
• Answer key questions on the most important KPIs
• Tie it all together in Excel

The best CEOs 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.

What You’ll Learn In CFO Excel Dashboard & Reporting?

1. Intro & Getting Started
2. Organizing Your Data
3. Creating Summarized Financials Report
4. Creating Dashboards

About Josh Aharonoff

Hi! I am a fractional CFO for 40+ startups, and love all things Finance & Accounting. My favorite part of my job involves building sophisticated forecasts for companies  to help them understand their business better, and I can’t wait to share this knowledge with you

Everyday I post Finance & Accounting tips on linkedin – if we haven’t connected yet, feel free to drop me a line to say hello!

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