Скачать или смотреть FP&A Professional Financial Statement Aggregation & Analysis | FPAP Certification Course

Pulling together a complete set of financial statements is the final step in building a robust FP&A model. In this advanced course preview, learn how to construct a detailed tax schedule, aggregate the income and cash flow statements, and summarize your data into quarterly and annual views for high-level analysis.

Duncan McKean walks through the critical interplay between the tax schedule and the financial statements, emphasizing the "no calculations on statements" best practice. You'll get a masterclass in modern and legacy Excel lookup functions, learning not only how to use XLOOKUP, but also how to build a more robust HLOOKUP using the ROWS function to avoid common errors.

In this lesson, you’ll learn how to:
✅ Build a detailed tax schedule separating current and deferred taxes
✅ Aggregate a full Income Statement and Cash Flow Statement
✅ Create a summary tab to aggregate monthly data into quarters and years
✅ Master the modern XLOOKUP function for clean, efficient formulas
✅ Use HLOOKUP with the ROWS() function for dynamic, error-proof lookups
✅ Apply best practices for financial statement structure and sign convention

This course brings all the detailed schedules together, providing you with a complete, aggregated financial model and the advanced Excel skills needed to build with precision and flexibility.

Explore the full Financial Statement Aggregation course ➡️ https://cfi.to/uiBDX

Topics Covered:
🔷 Tax Schedule Construction (Current vs. Deferred Taxes)
🔷 Income Statement & Cash Flow Statement Aggregation
🔷 Quarterly & Annual Summary Reporting
🔷 Excel's XLOOKUP Function
🔷 Advanced HLOOKUP with the ROWS() Function
🔷 Best Practices for Financial Statement Design

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