Financial Analysis in Excel Training Course

This live, instructor-led training in Portugal is tailored for intermediate-level managers, Product Owners and specialists who aim to adopt Agile working methods in banks, financial institutions and the public sector without undermining regulatory compliance.

By the conclusion of this training, participants will be able to:

• Embed regulatory and compliance requirements into the product backlog at the outset.
• Determine the specific governance and documentation needs essential for compliance.
• Partner with risk, compliance and IT security teams to ensure alignment.
• Plan product modifications in regulated contexts using Agile methodologies.

This five-day programme offers participants a hands-on understanding of corporate cash management, liquidity planning, and short-term treasury operations. Focusing on real-world business applications, the course equips participants to effectively monitor cash positions, create reliable cash-flow forecasts, optimize working capital, manage banking relationships, strengthen payment controls, and make informed funding and investment decisions.

Through practical exercises, case studies, and business scenarios, participants will acquire the knowledge and tools needed to improve liquidity visibility, enhance financial control, and establish a structured cash management framework within their organizations.

Finance / Management

This instructor-led, live training in (online or onsite) is aimed at manufacturing managers and engineers who wish to strengthen their ability to evaluate investments, build robust business cases, and present compelling narratives for capital projects.

By the end of this training, participants will be able to: calculate and apply core investment appraisal metrics to manufacturing scenarios, build a complete CAPEX investment case including cash flow projections and sensitivity analysis, use templates and Capex Cards to streamline the approval process, and prepare clear executive-level narratives to justify capital expenditure requests.

In this live, instructor-led training session at Portugal, participants will learn to configure cost centres and calculate BOM and product costs. The curriculum covers standard and activity-based costing, overhead allocation, and variance analysis to ensure accurate period-end valuations and compliance.

This extensive 21-hour live training in Portugal delivers a thorough analysis of institutional due diligence frameworks for financial institutions. It unifies the regulatory, financial, and ethical aspects of compliance, weaving CRS requirements into broader management and governance structures.

This instructor-led live training in Portugal (online or onsite) is designed for finance and legal professionals seeking to understand the principles and practices of extrajudicial and judicial collection, enabling them to effectively manage and resolve debt recovery issues.

By the end of this training, participants will be able to:

• Understand the advantages and disadvantages of extrajudicial and judicial collection.
• Apply the main methods and techniques of extrajudicial and judicial collection.
• Evaluate the effectiveness and efficiency of extrajudicial and judicial collection.
• Deal with the legal and ethical issues involved in extrajudicial and judicial collection.
• Integrate extrajudicial and judicial collection in a comprehensive and coherent way.

This instructor-led CRS training in Portugal explores OECD standards for tax-residency due diligence and the automatic exchange of information. Participants will learn to identify reportable accounts, streamline KYC workflows, and establish strong reporting controls. Interactive labs provide the opportunity to apply these compliance strategies in a practical setting.

This instructor-led, live training in Portugal (online or onsite) is aimed at cloud administrators, cloud architects, technology heads, and financial analysts who wish to record, manage, monitor, and process financial assets of an organization in the cloud.

By the end of this training, participants will be able to use FinOps practices in an organization to forecast costs, optimize processes, and perform financial management operations in the cloud.

This instructor-led, live training in Portugal (online or onsite) is aimed at intermediate-level finance professionals who wish to gain a comprehensive knowledge of FinOps principles and methodologies, including cloud financial management, optimization strategies, and collaboration among finance, engineering, and business teams.

By the end of this training, participants will be able to:

• Understand the FinOps framework, principles, and phases.
• Manage cloud costs effectively through data analysis and governance.
• Collaborate between finance, engineering, and business units to align cloud spend.
• Use FinOps tools for cost allocation, forecasting, and optimization.
• Prepare for the FinOps Certified FOCUS Analyst exam.

This instructor-led, live training in Portugal (online or onsite) targets advanced cloud financial management professionals who wish to validate their expertise in financial operations (FinOps) related to cloud cost management.

By the end of this training, participants will be able to:

• Gain the advanced knowledge required for the FinOps Certified Professional exam.
• Understand complex FinOps practices, including cost optimization, budget management, and reporting.
• Develop practical skills in applying FinOps strategies in real-world scenarios.
• Prepare for a successful completion of the FinOps Certified Professional exam.

This instructor-led live training (onsite or remote) is targeted at accountants and bookkeepers who intend to use Xero for their bookkeeping requirements.

By the end of this training, participants will be able to:

• Obtain a real-time perspective on cash flow.
• Link bank accounts to Xero to support bank reconciliation.
• Prepare and validate VAT (Value Added Tax) returns in Xero.
• Create reports suitable for distribution among team members.

This instructor-led, live training in Portugal (online or onsite) is aimed at beginner-level non-finance professionals who wish to have a foundational understanding of financial and accounting principles that are essential for effective decision-making in business.

By the end of this training, participants will be able to:

• Understand basic financial and accounting concepts that are essential for business decision-making.
• Interpret and analyze financial statements such as income statements, balance sheets, and cash flow statements.
• Apply key financial ratios to assess the financial health of a business.
• Develop and manage budgets and perform variance analysis to monitor business performance.
• Use break-even analysis to support operational and strategic decisions.