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Paula Del Rey
En este curso basado en un proyecto y de 2 horas de duración, aprenderá a completar una plantilla de informe financiero con Google Sheets. Aprenderá a ingresar las transacciones de su empresa y a definir los elementos del Balance Financiero. Con la información ingresada, aprenderá a interpretar los datos presentados acerca de las pérdidas y ganancias. Con ello, comprenderá cómo utilizar esta herramienta para realizar un seguimiento y presentar la información financiera de su empresa con el uso de gráficos. Nota: Este curso es de mayor utilidad para estudiantes que residen en la región de América del Norte. Actualmente, estamos...
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En este curso basado en un proyecto y de 2 horas de duración, aprenderá a completar una plantilla de informe financiero con Google Sheets. Aprenderá a ingresar las transacciones de su empresa y a definir los elementos del Balance Financiero. Con la información ingresada, aprenderá a interpretar los datos presentados acerca de las pérdidas y ganancias. Con ello, comprenderá cómo utilizar esta herramienta para realizar un seguimiento y presentar la información financiera de su empresa con el uso de gráficos. Nota: Este curso es de mayor utilidad para estudiantes que residen en la región de América del Norte. Actualmente, estamos trabajando para proporcionar la misma experiencia en otras regiones.
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Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Builds strong foundation for beginners by explicitly demonstrating how to complete a template of a financial report, a standard process in the industry
Taught by Paula Del Rey, who are recognized for their work in finance
Develops core skills for tracking and presenting financial information, highly relevant in industry
Uses Google Sheets, highly relevant software in industry
Explicitly requires learners to come in with extensive background knowledge

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Crear un Informe Financiero con Google Sheets with these activities:
Review your knowledge of basic accounting principles
A strong understanding of accounting principles is essential for success in financial management.
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Show steps
  • Review your notes from a previous accounting course.
  • Work through some practice problems.
  • Take a practice quiz or test.
Read 'Financial Management: Theory & Practice'
This book provides a comprehensive overview of financial management and will help you understand the concepts covered in the course.
Show steps
  • Read the first three chapters of the book.
  • Attend a workshop on financial management.
  • Complete the practice problems at the end of each chapter.
Watch a series of video tutorials on financial management
These tutorials will provide you with additional instruction and support on the course material.
Browse courses on Financial Management
Show steps
  • Find a series of video tutorials on financial management.
  • Watch the tutorials and take notes.
  • Complete the practice problems or assignments that accompany the tutorials.
Five other activities
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Complete a series of practice problems
These problems will help you apply the concepts you learn in the course to real-world situations.
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Show steps
  • Find a set of practice problems online or in a textbook.
  • Work through the problems on your own.
  • Check your answers against the solutions.
Join a study group to discuss the course material
Working with other students will help you to better understand the material and identify areas where you need additional support.
Browse courses on Financial Management
Show steps
  • Find a study group or create your own.
  • Meet with your study group regularly to discuss the course material.
  • Work together to complete practice problems and assignments.
Attend a financial management networking event
Networking with other professionals will help you to learn about different career paths and opportunities in financial management.
Browse courses on Financial Management
Show steps
  • Find a financial management networking event in your area.
  • Attend the event and meet with other professionals.
  • Ask questions and learn about different career paths.
Write a blog post or article on a financial management topic
Writing about the material will help you to solidify your understanding and identify areas where you need additional support.
Browse courses on Financial Management
Show steps
  • Choose a financial management topic that you are interested in.
  • Research the topic and gather information.
  • Write a blog post or article that explains the topic clearly and concisely.
Create a financial statement for your own business
This project will allow you to apply the concepts you learn in the course to your own business or personal finances.
Browse courses on Balance Sheet
Show steps
  • Gather the necessary data from your business or personal finances.
  • Create a balance sheet, income statement, and cash flow statement.
  • Analyze your financial statements to identify areas for improvement.

Career center

Learners who complete Crear un Informe Financiero con Google Sheets will develop knowledge and skills that may be useful to these careers:
Financial Analyst
Financial Analysts typically work with large datasets to make business decisions. This course teaches students how to interpret financial data, which is an essential skill for success in this role. Specifically, the course teaches users how to use Google Sheets to create and analyze financial reports. This skill is highly valuable for Financial Analysts, as it allows them to quickly and efficiently analyze large amounts of data.
Auditor
Auditors examine financial records to ensure that they are accurate and compliant with regulations. This course teaches students how to use Google Sheets to create and analyze financial reports. By taking this course, Auditors can learn how to use technology to improve their efficiency and accuracy, which can lead to career advancement.
Accountant
Accountants use financial data to create reports that help businesses make decisions. This course teaches students how to use Google Sheets to create and analyze financial reports. By taking this course, Accountants can learn how to use technology to improve their efficiency and accuracy, which can lead to career advancement. Accountants that specialize in taxes may use this course to analyze and understand tax implications.
Budget Analyst
Budget Analysts develop and manage budgets for organizations. This course teaches students how to use Google Sheets to create and analyze financial reports. By taking this course, Budget Analysts can learn how to use technology to improve their efficiency and accuracy, which can lead to career advancement.
Financial Manager
Financial Managers oversee the financial activities of an organization. This course teaches students how to use Google Sheets to create and analyze financial reports. This is a valuable skill for Financial Managers, as it allows them to quickly and easily understand the financial performance of their organization.
Management Consultant
Management Consultants help organizations improve their performance. This course teaches students how to use Google Sheets to analyze financial data. This skill is valuable for Management Consultants, as it allows them to quickly and efficiently analyze the financial performance of their clients. This course can also be helpful for creating financial reports for clients.
Business Analyst
Business Analysts use data to improve the efficiency and effectiveness of organizations. This course teaches students how to use Google Sheets to analyze financial data. This skill is valuable for Business Analysts, as it allows them to quickly and efficiently analyze large amounts of data.
Data Analyst
Data Analysts use data to solve business problems. This course teaches students how to use Google Sheets to analyze financial data. This skill is valuable for Data Analysts, as it allows them to quickly and efficiently analyze large amounts of data.
Investment Analyst
Investment Analysts evaluate and recommend investments. This course teaches students how to use Google Sheets to analyze financial data. This skill is valuable for Investment Analysts, as it allows them to quickly and efficiently analyze the financial performance of potential investments.
Financial Planner
Financial Planners help individuals and families plan for their financial future. This course teaches students how to use Google Sheets to analyze financial data. This skill is valuable for Financial Planners, as it allows them to quickly and efficiently analyze the financial situation of their clients.
Financial Advisor
Financial Advisors provide financial advice to individuals and families. This course teaches students how to use Google Sheets to analyze financial data. This skill is valuable for Financial Advisors, as it allows them to quickly and efficiently analyze the financial situation of their clients. This course may also help advisors keep track of their clients' financial performance over time.
Tax Preparer
Tax Preparers prepare tax returns for individuals and businesses. This course teaches students how to use Google Sheets to analyze financial data. This skill is valuable for Tax Preparers, as it allows them to quickly and efficiently analyze the financial situation of their clients. This course may also help tax preparers identify potential tax deductions.
Loan Officer
Loan Officers evaluate and approve loan applications. This course teaches students how to use Google Sheets to analyze financial data. This skill is valuable for Loan Officers, as it allows them to quickly and efficiently analyze the financial situation of potential borrowers. This course helps develop a foundation for analyzing potential financial risk of borrowers.
Insurance Agent
Insurance Agents sell insurance policies to individuals and businesses. This course teaches students how to use Google Sheets to analyze financial data. This skill is valuable for Insurance Agents, as it allows them to quickly and efficiently analyze the financial situation of their clients. This course may also help agents prepare financial reports detailing the policies sold.
Real Estate Agent
Real Estate Agents help people buy and sell properties. This course teaches students how to use Google Sheets to analyze financial data. This skill is valuable for Real Estate Agents, as it allows them to quickly and efficiently analyze the financial situation of their clients and potential properties.

Reading list

We've selected seven books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Crear un Informe Financiero con Google Sheets.
Este libro proporciona una visión general de los conceptos fundamentales de la contabilidad financiera. Es un recurso valioso para los estudiantes que son nuevos en el tema o que necesitan un repaso de los conceptos básicos en español.
Provides a comprehensive overview of the fundamental concepts of financial accounting. It valuable resource for students who are new to the subject or who need a refresher on the basics.
Provides a comprehensive overview of the auditing process. It valuable resource for students who are interested in learning how to audit financial statements.
Provides a comprehensive overview of the investment analysis and portfolio management process. It valuable resource for students who are interested in learning how to invest their money.
Provides a comprehensive overview of the artificial intelligence process. It valuable resource for students who are interested in learning how to use artificial intelligence to solve business problems.
Provides a comprehensive overview of the econometrics process. It valuable resource for students who are interested in learning how to use statistical methods to analyze economic data.

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