Financial Analytics

with MS Excel & PowerBI

14 November 2021
Early bird by 7 November 2021

Dr. Christy Dwita Mariana, S.T., M.M.

Dr. Harry Patria, S.T., M.T., M.S.E.

PT. Strategi Transforma Infiniti

 Why do We Need
Financial
Analytics
Workshop
Financial Analytics
is the creation of custom analysis to answer specific business
questions. It can also predict possible future financial scenarios.

Top 10 Jobs that need financial modelling and analytical skill:

1. Investment Banking
2. Equity Research
3. Financial planning and analysis (FP&A)
4. Corporate Development
5. Private Equity
6. Venture Capital
7. Commercial Banking
8. Real Estate Development
9. Mezzanine Finance
10. Startups

Source: Global Corporate Finance Society (2021)

patria & co.

Data Strategy Design Innovation
 Power BI Usage Models

Source: community.powerbi.com (2021)

patria & co.

Data Strategy Design Innovation
Financial Forecasting
Customer
Segmentation and
Financial Monitoring

Stock Performance Evaluation Dashboard Using

PowerBI
 Stock
Performance
Evaluation

Stock Performance Evaluation Dashboard Using

PowerBI
Investment
Portfolio

Investment Portfolio Analysis

(Capital Allocation Line (CAL) and Efficient
Frontier)
 PROFIT LOSS
Statement
Evaluation

Profit & Loss (P&L) Statement Monitoring

Evaluation using PowerBI Dashboard
 Project
Evaluation

Risks and Capital Budgeting

(Sensitivity Analysis)
Forecasting
Model

Financial Forecasting
 Workshop
Modules
Stock Performance
1 Analysis
Practice with
Excel & Power
Valuation
Model 2 BI
PL Statement

3
Concept of Financial Analysis
Valuation Modelling
Budgeting and
Dividend
Stock
Valuation
Discount
Model
P&L
Statement 4 Framework in
PowerBI
Risk and Capital Cost and
Allocation Line Budgeting
Return Revenue

Investment Efficient Depreciation Scope of

Portfolio Frontier Expense Budgeting

Overview of Estimating Calculating

Power BI Company’s Variance
P&L
Year-to-
Data Financial Date
Analytics Report
Ratios
Working
Directory

P&L
Evaluation in
PowerBI
Conceptual Logic
Applied cases

• Basic to Intermediate Level • Advanced

 Workshop
Modules
Capital
Budgeting &

5 Sensitivity
Analysis Forecasting
Project
Evaluation 6 using PowerBI
& Excel
The Time
Value of Forecasting
Money
Estimating
Investment
Future Cash
Criteria
Flows

Demand
Discount Rate Prediction

Risks & Price

Capital
Modelling
Budgeting
Sensitivity Risk
Analysis Prediction

Interactive
Dashboard

Conceptual Logic
Applied cases

• Basic to Intermediate Level • Advanced

 Testimonials from Clients

Harry is more than capable of It's rare that you come across Thanks Pak Dr. Harry Patria telah
bringing us to the world of business standout talent like DR. Harry membantu dalam meningkatkan
analytics. He has also strong Patria. kompetensi Auditor dan Risk
background as an economist and Advisory Team kami Terkait Data
business management scientist. I was in his class. The workshop Analytics, Data Analytics baik
literally takes me to the "Jedy Descriptive dan Diagnostics.
He enlightened us about what level" in Tableau and Python.
descriptive analytics could do and take Pelatihannya sangat sangat
us. From visualization, analysis, until It is worth every penny. It was Bermanfaat dan segera kami
storytelling process to explain the lovely tutorials. It really make the implementasikan dalam Proses
insight. I can't wait for another complex, simple!! Audit Kami.
surprise from him

Erwin Suparman Fery Iriyawan

Muhammad Rully Chaerul Shobar
Market Intelligence,Pricing General Manager Internal Audit
Senior Reservoir Engineer
and Contract Management at & Risk Advisory at
PT Pertamina Hulu Indonesia
Linde Indonesia PT Bukit Makmur Mandiri Utama

OUR FACILITATORS
Congratulations on your outsanding achievement Dr. Christy Dwita Mariana
Summa Cum Laude and Q1 Scopus publication in Finance Research Letters.

Innovation
Predictive
analytics
Knowledge

Business
Leadership model
Modeling
Optimization
Market
research

Data
Dr. Harry Patria, S.T., M.T., M.S.E. Big data
CEO & Chief Data Strategist
Simulation Dr. Christy Dwita Mariana, S.T., M.M.
Senior Partner in Resources Industry Senior Partner in Financial & Service Industry
Design
thinking Risk
The Best and Youngest Graduate (cGPA 3.93) Ph.D. in
The Best Graduate (cGPA 3.88) Ph.D.
Finance
in Strategic Management UI 2020 (2 years 11 months)
Universitas Indonesia 2021 (2 years 6 months)
The Best Graduate (cGPA 3.79) & Best Thesis of The Year
The Best Graduate (cGPA 3.85) Master in Finance
Master in Economics UI 2015
Management
PPM Manajemen 2015

1
2

PT. Strategi Transforma PT. Strategi Transforma Patria and Co.

Infiniti Infiniti
 Workshop
Schedules
Basic + Intermediate * Basic + Intermediate + Advanced *
2 meetings 3 meetings
Started on 14 November 2021 Started on 14 November 2021
Sunday 13.00 – 16.00 WIB Sunday 13.00 – 16.00 WIB
Total: 6 hours Total: 12 hours
Investment: 1.75 Juta Investment: 2.25 juta

Early bird Rp 1.5 Juta

Early bird Rp 2 Juta

1
Payment
PT Strategi Transforma Infiniti
No Rekening 1060519093333
Bank Mandiri

2 Invoice
Slip pembayaran dikirim ke:
Admin: Wita 082134541614

3 Receiving Book Reference & Instruction

Data, referensi dan instruksi manual
akan diemail setelah payment
Practical References