Data Analysis and Dashboard Reporting for Banking and Finance Masterclass
Excel-based data analysis and dashboarding for banking teams — pivot tables, macros, dynamic validation and visual reporting that communicates clearly and fast.
Format
Classroom · Live Virtual
Upcoming sessions
Pick a session to applyADMISSIONS OPENThe programme
Finance teams drown in spreadsheets and still struggle to answer simple questions quickly — the data exists, the reporting discipline does not. This masterclass builds that discipline on the tools teams already own. The cohort works through the fundamental concepts of data analysis and Excel dashboarding, with pivot tables — the workhorse of data reporting and analysis — at the centre, alongside reconciliation, graphing and charting, and presentation in PowerPoint. Sessions cover the principles of great dashboard design, advanced and dynamic data validations, visualisation charts, scorecards and flash reports, and the macros, formulas and shortcut keys that turn routine reporting from an afternoon’s work into minutes.
What you will do
Who attends
- Finance professionals, financial controllers and analysts
- Business analysts, strategic planners and finance managers
- Risk, credit, capital management and ALM teams
- Accountants and finance staff, senior and junior
- Specialists in data analysis and dashboard reporting
Programme agenda
Built for the decisions no textbook prepares you for
I.Foundations of data analysis
- Principles of data analysis
- Tools for analysing data with existing Excel skills
- Summarising and communicating data clearly and concisely
II.Pivot tables and validation
- Pivot tables for reporting and analysis
- Advanced and dynamic data validations
- Reconciliation workflows
III.Dashboards and visualisation
- Principles of great dashboard design
- Visualisation charts, scorecards and flash reports
- Visual effects that improve reports and presentations
IV.Automation and speed
- Recording, writing and editing macros
- Formula tips, tricks and shortcut keys
- Making routine tasks efficient
Frequently asked
Do these programmes cover the Basel III final reforms and the ICAAP/ILAAP cycle?
Yes. The BIZENIUS banking curriculum is built around the Basel III endgame, ICAAP, ILAAP, IRRBB, IFRS 9 provisioning, stress testing and BCBS 239. Participants leave able to quantify the output floor on their own portfolios, write capital and liquidity documents that withstand supervisory review, and defend the numbers to their board.
Are the programmes adapted to regional supervisors such as SAMA, CBUAE or BCEAO?
Casework is built around supervisory documents rather than textbook theory, and faculty include former practitioners who have sat on both sides of an examination. Programmes address the questions SAMA, CBUAE, BCEAO and other home regulators actually put to the desk, and an in-house edition can be tailored to a single jurisdiction.
How do I secure a seat on a banking programme?
Apply for a seat or request the brochure from the programme page. A senior practitioner — not a sales team — responds within one business day, and the brochure arrives with that reply. BIZENIUS runs on enquiry: there is no online checkout.
Can a programme run in-house for our bank?
Every BIZENIUS programme can be delivered in-house, tailored to your balance sheet, your regulator and your data, in English or French. Many institutions start with an open cohort, then commission a private edition for the wider team.
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In their words
Knowledge transfer, emphasised throughout
“We worked with BIZENIUS for our Fresh Graduates Programme — they are simply amazing. Knowledge transfer and practical learning were emphasised throughout.”
Kuwait Investment Authority
From the Mandate Record
Mandate № 09 · East Africa
Five gaps, five fixes — the data that reset an SME strategy
The most disciplined credit book in the market had to become its most accessible. The data showed exactly how.
Open the dossier →
The Capability Arc™
Fix it · Advisory
Risk Appetite & Enterprise Risk Governance
An appetite framework wired into daily decisions.
Automate it · Smart IT
Reporting Automation & Dashboards
Automate the returns the team builds by hand today.
Learning is one point on the Capability Arc. Many institutions pair this programme with the advisory engagement — and automate what the framework demands.
Teams from these institutions train with BIZENIUS
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Take the brochure with you.
One request — the full agenda, the faculty and the next cohort dates, sent personally by the admissions team.