Advanced Financial Analytics Program (AFAP) with Power BI

Accelerate your finance career into FP&A and strategic finance roles

With Advanced Power BI for Financial Management certification

10 Weeks
30 Hrs
Live Classes

I want to Enroll Last date to join: Oct 15

Your mentor: Sobhish

19 years in MNC finance, including IBM and Genpact
Trained 1,500+ finance professionals
Silver Stevie Award and Golden Globee Award winner
Alumni placed at Deloitte, EXL, Strada and Conduent

Why this matters

Finance roles are changing

Reporting alone is no longer enough.

Traditional finance and accounts

Most of the time goes into data preparation
Consolidating data from multiple sources
Static reports that show only the “what”, not the “why”
Cross-functional data blending challenges

Today’s FP&A and strategic finance roles demand

Working with large volumes of finance and operations data
Building automated data preparation workflows
Reports ready within minutes of the ledger closing
Explaining variances and drivers with analytics
Influencing decisions with visual storytelling

Ready to start your journey

Your journey

The Power BI financial analytics journey

From raw finance data to management insight, in 3 levels.

LEVEL 1

Build the foundation

1 Understand the business context

2 Build automated data preparation workflows

3 Master data integration and systems thinking

→

LEVEL 2

Analyze performance

4 Analyze Budget vs Actual (BvA) performance

5 Build automated, interactive P&L reports

6 Bridge EBITDA variances with key drivers

→

LEVEL 3

Understand financial health

7 Automate balance sheet reporting

8 Analyze liquidity and solvency

9 Provide insights on working capital performance

10 Build what-if scenarios for DSO and the cash conversion cycle

Financial analytics expert Explain the numbers. Influence decisions.

Your transformation

From preparing reports to explaining them

A traditional finance person spends time manually preparing reports. As a Power BI financial analytics expert, you will build charts showing variance bridges and quickly explain KPI performance, key drivers and next steps. This creates leadership visibility, trust and confidence to take up bigger responsibilities, earn more respect and grow your career.

Ready to start your journey

Detailed modules

See what is inside

10 modules 60+ topics 7 hands-on builds

1Power BI FoundationsLearn the tool and its screens

Why finance teams use Power BI
Power BI vs Excel
Desktop, Service and Mobile
Get Data → Transform → Model → Visualize
Report, Table and Model views
Filters, Visualizations and Data panes

You build Your first finance report page

2Business and Finance DataUnderstand the business and its datasets

Business model, KPIs and drivers
GL and Chart of Accounts
Cost centers and budget
Opening balances and headcount
AR and CapEx data
Slicing by service line, region, customer and grade

3Data ConnectionsBring data in and keep it fresh

Connectors for finance data sources
Parameters and dynamic source paths
Import and validate
Preview and refresh

4Power Query ETLClean and combine finance data automatically

Power Query introduction and interface
Transform GL, Chart of Accounts, budget, forecast and opening balances
Data types and cleanup
Merging and appending
Consolidating many files
Automated pipeline and optimization

You build A refreshable finance data pipeline

5Data ModellingConnect your finance tables the right way

Fact vs dimension tables for GL, budget and headcount
Chart of Accounts, cost center and customer dimensions
Fiscal calendar (April to March)
Relationships, cardinality and filter direction
Star, snowflake and galaxy schema

You build A finance star schema

6DAX for FP&AWrite the finance calculations

Filter context, row context and modifying context
Table functions, basic to advanced
Actual, budget and prior year measures
Variance, variance % and ratios
Time intelligence and TTM logic
Top and Bottom N ranking
What-if parameters, DSO and DPO
Formatting measures and a structured measure library

You build 80+ finance measures

7Report DesignPlan and design reports people understand

Audience analysis and empathy map
Scope, requirements and prototyping
Best charts for FP&A, charts to avoid
Storytelling, canvas design and layout
KPI cards, navigation and toggle buttons
Slicers, drill-through and conditional formatting

8Budget vs ActualFind what drives the variance

Executive summary: KPIs against budget
EBITDA bridge from Budget to Actual
Quarter to month drill-down
Variance by service line, region and customer
Variance by account and cost center
Favorable vs unfavorable variance
Revenue, Cost of Revenue and Opex pages

You build A 4-page Budget vs Actual report

9P&L Reporting and Driver AnalysisBuild the management P&L and explain the movement

Statement: dynamic P&L matrix with current year, prior year and variance
KPIs: cards, monthly trends and a switchable bridge (EBIT, EBITDA, Gross Profit, Net Income)
Revenue: service line, region, Top and Bottom 5 customers, existing, new and lost customers
Cost: variance by account for Cost of Revenue, Opex and Non-Operating
Ratios: common-size P&L, cost-to-revenue and margin analysis
Advanced: employee cost split into volume and rate effects by grade

You build A full year-on-year P&L report

10Balance Sheet, Ratios and Working CapitalRead the balance sheet and the health of the business

Balance sheet with YoY change and balance check
Cumulative movement bridges by quarter
Liquidity: current, quick and cash ratio
Solvency: debt to equity, debt ratio, interest coverage
Working capital, DSO, DIO, DPO and cash conversion cycle
AR aging and TTM DSO trend
DSO what-if

You build A balance sheet and working capital report

Program batches

When does the training start?

Pick the batch that fits your day.

Last date to join: Oct 15

Morning batch

Days: Mon, Tue, Wed
Time: 7:30 to 8:30 AM IST
First session: Wed, Oct 7

Evening batch

Days: Mon, Tue, Wed
Time: 7:30 to 8:30 PM IST
First session: Wed, Oct 7

Weekend batch

Days: Sat, Sun
Time: 8:00 to 9:30 AM IST
First session: Sat, Oct 10

Before you join

A Windows laptop or PC (Power BI Desktop does not run on Mac)
Basic finance and accounting knowledge

Weekday batches: 3 classes a week, 1 hour each. Weekend batch: 2 classes a week, 1.5 hours each. Every class is recorded.

Program fee

Your investment to become a high-value finance professional

ONLY FOR THE OCTOBER BATCH

ONE PAYMENT

Regular price ~~₹15,000~~

₹9,500

Valid till Oct 15

TWO PAYMENTS

Regular price ~~₹15,000~~

₹10,500

₹5,500 now + ₹5,000 within 45 days

The second payment is due within 45 days of enrolling. Access to live classes and recordings pauses if it is unpaid.

10 weeks of live sessions, 3 hours a week (30 hours in total)
Session recordings to watch later (1 year)
Advanced Power BI for Financial Management certification
Catch-up sessions and previous recordings if you join by Oct 15

7-day refund policy. Attend the first week and decide.

I want to Enroll

EARLY JOINER BONUS · FIRST 15 STUDENTS

FREE worth ₹2,499

Excel course + Live Excel MIS Automation

The Excel course with 8 career bonuses, plus 3 live Saturday sessions on Oct 10, 17 and 24. Build an automated P&L and refresh it in one click.

Power Query Data Modelling One-click refresh

How to enroll

Three simple steps

The call is only 15 minutes. No pressure.

1 Submit the form Takes 2 minutes.

2 Book a 15-minute call Talk to your mentor and get your questions answered.

3 Pay and confirm your seat Pay ₹9,500 once, or in two payments.

Quick answers

Questions?

Short answers before you enroll.

Who is this program for?

Finance professionals who want to move beyond Excel reporting: FP&A professionals, finance analysts, controllers, accountants, and anyone who wants to move into finance.

Do I need a Windows laptop?

Yes. Power BI Desktop runs on Windows only.

I am new to Power BI. Is it too hard?

No. Module 1 starts from the basics. You do need basic finance and accounting knowledge.

What if I miss a class?

Every class is recorded. You can watch the recording for 1 year.

What if I join late?

You can join till Oct 15. Catch-up sessions and previous session recordings are included.

How do I enroll?

Submit the form, book a 15-minute call with your mentor, then pay to confirm your seat. Pay ₹9,500 in one payment, or ₹10,500 in two payments (₹5,500 + ₹5,000 within 45 days).

Is there a refund?

Yes. You can stop within 7 days of attending the training, for any reason, and get a full refund.

Transform your finance career

Join the October batch. Last date to join: Oct 15.

I want to Enroll Have a question? Ask on WhatsApp

SOBH's Analytics · Advanced Financial Analytics Program (AFAP) with Power BI

₹9,500Valid till Oct 15