Excel for Relaunchers 

Your instructor: Patrick McDougall

Patrick started his career in Financial Services after receiving his BBA from Baruch College. Patrick currently works at BNP Paribas where he is one of the Bank’s regulatory reporting specialists. One of his primary roles includes building out the system requirements necessary to automate some of the reports that get sent to the Federal Reserve Bank. Previously Patrick spent about 3 years at JP Morgan Chase in a core finance role. While there, one of Patrick’s primary responsibilities included working on an expense team that focused on gathering data elements around thousands of efficiency initiatives across the bank’s technology and operations organization. He helped design a system that was used to track qualitative metrics for about $1 billion of efficiency savings across the Markets, Investor Services and Banking businesses. Patrick has also been a member of the Boy Scouts of America since 1996. He obtained the rank of Eagle Scout in 2010 and has served as an assistant scoutmaster for his troop. Patrick currently lives in Queens, NY.

About the class:

A note from your instructor: "During the several years that I have worked in the financial services industry, I have found some well-built spreadsheets and some poorly built spreadsheets. Banks are almost drowning in the amount of data they have and are trying to manage it as best they can.This is  why spreadsheets have become even more prevalent in the financial services industry over the past several years. There are some fundamental guidelines, which I like to call "spreadsheet etiquette," that I believe can help you avoid building a poorly designed spreadsheet. The essence of any good user tool is that it’s easy to understand, easy to refresh, and has strong controls in place.

"It is my goal to give you the tools necessary to create a well-designed spreadsheet like the one discussed above. We will review how to properly set up a spreadsheet and put the controls in place to minimize the impact of human error. We will also go over how to manage large datasets and enhance raw data dumps from internal systems. Finally, we will spend a significant amount of time on dashboard views using tools such as pivot tables."

The Excel for Relaunchers course will cover:

1. Spreadsheet Etiquette - How to properly build and structure an excel model
2. Intro to Large Datasets - How to work with large data
3. Enhancing Your Datasets - Enhancing the quality of your datasets and get more out of them
4. Dashboard Views - Creating management views that display your findings in a professional manner. Can be used for sharing report output or for summarizing the data for a presentation.
5. Pivot Table Dashboards - How to create and use pivot tables to make a dashboard view
6. Formula Dashboards - Creating a dashboard view using specific formulas linked to your enhanced dataset
7. Automating Reports - How to properly automate an excel model to save you and your team countless hours of work
8. Other Professional Excel Tips & Tricks - Quick tips to make you look like a proficient Excel user. Also, cover key formulas and functions that can come in handy when working on ad hoc requests.

 

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