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Visualize a Financial Analysis with Power BI
Petr Miko
Petr Miko
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Visualize a Financial Analysis with Power BI

Use Microsoft Power BI to create a dashboard that conveys a company's financial wellbeing in a visually appealing form.

Register today
Apply now
Wednesdays
 at
5:00
P.M.
 ET /
2:00
P.M.
PT
8 weeks, 2-3 hours per week
Beginner
No experience required
No experience required
Some experience required
Degree and experience required

Description

Data is considered one of the most valuable assets that any business owns. Companies that proactively collect and analyze data make more informed decisions and are more likely to succeed. In this Build Project, you'll wear the hat of a Financial Analyst and investigate the financial well-being of the company of your choice. To support your analysis, you'll develop an interactive dashboard using Microsoft Power BI. Under the supervision of an experienced Build Fellow, you'll analyze data from FP&A teams, Financial Statements, and online sources to uncover insights that will inform our financial strategies and drive informed decision making. You'll become familiar with industry tools such as Power BI and Excel and learn methodologies like quantitative and qualitative analysis. All this will happen in an environment that simulates the operations of a real Financial Analytics & Strategic Initiatives team. This type of work is quite common in the industry, and having experience in Financial Analysis will benefit you when applying for entry-level jobs in Finance.

Session timeline

  • Applications open
    May 27, 2024
  • Application deadline
    June 23, 2024
  • Project start date
    Week of July 8, 2024
    Week of
    July 8, 2024
  • Project end date
    Week of

What you will learn

  • Learn how to create work products that are formatted well and presentable in a workplace environment
  • Learn how a to build a Power BI dashboard to deliver your analysis and support your insights
  • Become familiar with financial analysis, key financial metrics and various research methodologies that will aid you in your conclusion
Build Projects are 8-week experiences that operate on a rolling basis. Selected participants engage in weekly live workshops with a Build Fellow and 2-15 other students.

Project workshops

1
Introductions
2
Company Research
3
Financial Statement Analysis
4
Ratio Analysis
5
Power BI Fundamentals
6
Power BI Modeling
7
Power BI Development
8
Presentations

Prerequisites

  • Basic/intermediate knowledge of Financial Analysis Principles: you should be able to analyze financial statements, understand ratio analysis and business principles. These topics are usually covered within Corporate Finance classes or similar.  
  • Basic knowledge of Excel: you should be able to create Excel formulas and understand relational datasets.  
  • Basic knowledge of Power BI is a plus  
  • Other prerequisites: before the project starts, you'll need to have Excel and Power BI installed on your computer (Windows preferred).

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About the expert
Petr Miko
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Petr
's Linkedin

Petr Miko is a Financial Analyst at Amentum Services, where he assists the FP&A Team with month-end reviews, presentations, and forecasts. He also assists with monthly and quarterly close processes in collaboration with the Accounting Department. He conducts financial analysis and reports to support business operations and decision-making processes. He monitors budget performance, identifies variances, and recommends corrective actions. He collaborates with cross-functional teams to develop and implement financial models and automated solutions.

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