|
Excel Scratch
Over the years I've held quite a few workshops and delivered seminars related to Excel and business analytics. Throughout that time I've often heard the same challenge about Excel. The challenge is typically focused on whether it can be used for sophisticated problems. I even overhead one person saying, "I need to use a software not Excel." My response often is that Excel can do more than you think. The old adage goes "Don't read a book by it's cover". Many people think they've already read the "book" on Excel. However, this book has been updated with a new ending and more characters. New additions to the arsenal like PowerPivot and PowerQuery have extended it's usefulness beyond the day to day tracking. I hope to begin talking about these tools and complex issues in future Excel Labs. Until then check out our blog posts.
Excel at Work. Excel at Business. Excel.
-Othniel
|
Blog: The New Age of PDF Conversion
One task that I do very frequently is to convert PDF files into Excel. Believe it our not every PDF software is not made equal. I came across this tool called PDF Conversion Elite that is a cut above the rest.
Read Blog
|
Moving Pictures: Quick Count
One of the primary uses of Excel to gain insights from large amounts of data. One of the quickest ways to get a count is by using subtotal. Learn more about this tool in this short video.
Watch Now |
Around the Web: Xero Offers New Integration with Microsoft Power BI for Excel
Xero the maker of cloud based Accounting solutions has launched an integration with Excel. This will give small business owners greater ability to analyze financial data.
Visit Webpage
|
Community News
Career Opportunity Spotlight
As part of our commitment to our subscribers, we would like to share an exclusive job opening. As you may have guessed, this position requires stellar Excel skills. Here is a little info about the position:
Company Profile
Anchin founded in 1923 is one of the largest Accounting firms in the county. It was named the Best Place to Work in New York City, New York State, and the United States.
Controller
Responsibilities:
- Respond to inquiries from the CFO, Owners and Project Managers.
- All Aspects of construction and development accounting including budgeting and reporting
- Responsible for the overseeing the processing, reviewing, tracking, and general ledger posting of construction draws for multiple projects
- Job Cost reporting and monitoring of project budgets
- Construction loan draws/requisitions and progress reports
- Cash Management
- Analyze monitor and communicate ongoing results of projects to members of senior management
- Interface with development team, lending institutions, investors and vendors
- Communicate with project managers, vendors, and external parties to manage draw requests/requirements
- Communicate with external clients and lenders to manage funding and draw requests, provide timely responses to questions and inquiries.
- Perform/review bank account reconciliations and assist with corporate balance sheet reconciliations and other corporate monthly internal management reports
- Oversee calculations and invoice general contracting fees and allocate payroll to projects
- Oversee accounts receivable and understand the construction billing and collections process.
- Work with Project Managers on billing verification and collection matters.
Qualifications:
10 or more years of real estate development/construction accounting experience MUST have Timberline Experience Outstanding analytical and communication skills Undergraduate degree in accounting
To apply, please submit a resume and a letter to Steve.Mandell@anchin.com. Please mention Excellent Ones Consulting in the email.
Have news to share in this newsletter? Email us at info@ExcellentOnes.com.
|
Meetups & Local Public Events
In many cases, learning about the many applications of this tool has to be done in a face-to-face setting. To this end, we make it a point to organize at least one event every month to foster learning and the dissemination of knowledge. Below is a combination of free and paid events happening in the New York City area. Ask us about our customized one-on-one sessions on your schedule. Contact us at info@ExcellentOnes.com for more information.
Title: The Excel Lab
Date: 3/2/16
Time: 6:00p - 8:00p
Registration Information: Register Here
Sign-up for our Monthly e-Newsletter here.
|
The Store: The Power of Pivot Tables
I often meet people who need a crash course in Pivot Tables. Perhaps for a new job, labor intensive project or request by superior. What are they? Why do I need them? How can I quickly learn it? We are now sharing an online format to our monthly live workshops. This online format includes video presentation, PowerPoint slides and hands-on exercises for Finance/Accounting professionals. This materials equates to an hour of focused instruction broken down into bite size pieces. We cover best practices, common pitfalls and questions from previous participants. The cost is $50. If you are interested in purchasing this tutorial please email us at: Info@ExcellentOnes.com
|
|
