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Crear un Informe Financiero con Microsoft Excel

Al final de este proyecto, podrá completar un informe financiero con Microsoft Excel, compuesto por una página de transacciones, un estado de pérdidas y ganancias y un balance general. Aprenderá cómo ingresar sus transacciones comerciales e interpretar los datos presentados en el estado de pérdidas y ganancias. También aprenderá sobre los componentes de un balance general y comprenderá mejor cómo se puede utilizar un informe financiero para ayudar a rastrear y presentar la información financiera de su empresa.

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What's inside

Syllabus

Visión general del proyecto

Al final de este proyecto, podrá completar un informe financiero con Microsoft Excel, compuesto por una página de transacciones, un informe de ganancias y pérdidas, y un balance general.

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Este curso está diseñado para personas que buscan comprender los principios básicos de la contabilidad y cómo utilizar Microsoft Excel para crear informes financieros

Proporciona una base sólida para principiantes que desean mejorar sus habilidades financieras y de contabilidad

Los instructores, Paula Del Rey, tienen experiencia en el campo de la contabilidad y las finanzas

El curso cubre temas esenciales de contabilidad, como la preparación de un balance general y un estado de pérdidas y ganancias

Los participantes pueden aprender a interpretar datos financieros y utilizarlos para tomar mejores decisiones comerciales

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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 Microsoft Excel with these activities:

Refresh Excel skills

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Review basic Excel skills, such as creating formulas, formatting cells, and creating charts, to ensure a strong foundation for the course.

Browse courses on Excel

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Review the basics of Excel formulas
Practice creating charts and graphs
Complete a short Excel tutorial

Practice entering transactions

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Complete exercises that focus on accurately entering financial transactions into Excel to improve proficiency and reduce errors.

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Enter transactions from a provided list
Create journal entries based on transactions

Discuss financial statement analysis with classmates

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Engage in discussions with peers to exchange insights, clarify concepts, and improve understanding of the principles and techniques covered in the course.

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Join a study group
Participate in class discussions
Review course material together

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Follow tutorials on financial statement analysis

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Enhance understanding of how to interpret financial statements by following guided tutorials that provide step-by-step explanations and examples.

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Watch a tutorial on income statement analysis
Analyze a sample income statement using the techniques from the tutorial
Repeat the process for a balance sheet

Mentor a junior student in financial analysis

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Consolidate your understanding of the course material by sharing your knowledge and guidance with a less experienced student, fostering their growth and strengthening your own comprehension.

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Find a mentee through a school program or online platform
Establish regular meetings and provide support
Review course concepts and provide guidance on assignments

Create a financial report for a small business

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Apply the skills learned in the course to create a comprehensive financial report for a hypothetical small business, demonstrating proficiency in financial analysis and presentation.

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Gather financial data from a sample business
Use Excel to create an income statement and balance sheet
Write a brief analysis of the financial performance of the business

Participate in an online financial analysis competition

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Challenge yourself by participating in an online competition to apply your skills, receive feedback, and potentially win recognition for your achievements.

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Find an appropriate competition
Register and participate in the competition
Analyze financial data and submit your findings

Contribute to an open-source financial analysis project

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Deepen your understanding by actively participating in open-source projects, collaborating with a community of developers, and contributing to the advancement of financial analysis tools.

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Identify an open-source project related to financial analysis
Review the project's documentation and codebase
Make a contribution, such as fixing a bug or adding a new feature

Career center

Learners who complete Crear un Informe Financiero con Microsoft Excel will develop knowledge and skills that may be useful to these careers:

Financial Analyst

Financial Analysts use financial information and tools such as Excel to make forecasts and recommendations for their employers. This course helps build a foundation in MS Excel and can help you get started on your path to becoming a Financial Analyst.

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Accountant

Accountants keep track of a company's financial transactions. This course introduces Excel and can help you gain the skills needed to organize your financial data and present it in a clear and understandable way.

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Business Analyst

Business Analysts use data to understand a company's operations and make recommendations for improvements. This course introduces Excel and can help you build a foundation in data analysis and presentation.

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Budget Analyst

Budget Analysts create and manage budgets for organizations. This course introduces Excel and can help you develop the skills needed to track and manage financial resources effectively.

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Financial Advisor

Financial Advisors help individuals and businesses make informed financial decisions. This course introduces Excel and can help you build a foundation in financial planning and analysis.

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Auditor

Auditors examine financial records to ensure accuracy and compliance with regulations. This course introduces Excel and can help you develop the skills needed to analyze and interpret financial data.

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Tax Preparer

Tax Preparers help individuals and businesses file their taxes. This course introduces Excel and can help you develop the skills needed to prepare and file tax returns accurately and efficiently.

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Payroll Clerk

Payroll Clerks process payroll for employees. This course introduces Excel and can help you develop the skills needed to manage payroll and ensure that employees are paid accurately and on time.

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Data Analyst

Data Analysts use data to solve business problems. This course introduces Excel and can help you build a foundation in data analysis and presentation.

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Financial Controller

Financial Controllers oversee the financial operations of a company. This course introduces Excel and can help you build a foundation in financial management and reporting.

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Risk Analyst

Risk Analysts identify and assess risks for organizations. This course introduces Excel and can help you build a foundation in risk management and analysis.

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Credit Analyst

Credit Analysts assess the creditworthiness of individuals and businesses. This course introduces Excel and can help you build a foundation in credit analysis and evaluation.

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Loan Officer

Loan Officers help individuals and businesses get loans. This course introduces Excel and can help you build a foundation in loan analysis and underwriting.

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Insurance Agent

Insurance Agents sell insurance policies to individuals and businesses. This course introduces Excel and can help you build a foundation in insurance analysis and presentation.

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Financial Planner

Financial Planners help individuals and businesses plan for their financial future. This course introduces Excel and can help you build a foundation in financial planning and analysis.

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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 Microsoft Excel.

Financial Reporting and Analysis

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Este libro proporciona una descripción detallada de los principios contables y las normas de información financiera generalmente aceptadas (GAAP). Ofrece una comprensión profunda de las técnicas de análisis financiero utilizadas para evaluar el desempeño financiero de una empresa.

(English) Financial Reporting and Analysis: Using Financial...

Crear un Informe Financiero con Microsoft Excel

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Syllabus

Good to know

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Activities

Career center

Reading list

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