Financial Analytics

with MS Excel & PowerBI

22 January 2022
Early bird by 15 January 2022
Dr. Christy Dwita Mariana, S.T., M.M.
Dr. Harry Patria, S.T., M.T., M.S.E.

PT. Strategi Transforma Infiniti

www.strategitransforma.com
 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
 Stock
Performance
Evaluation

Stock Performance Evaluation Dashboard

Using PowerBI
 Financial Forecasting
Customer Segmentation
and Financial Monitoring

Stock Performance Evaluation Dashboard Using

PowerBI
Investment
Portfolio

Investment Portfolio Analysis

(Capital Allocation Line (CAL) and Efficient
Frontier)
 P&L
Statement
Evaluation

Profit & Loss (P&L) Statement Monitoring

Evaluation using PowerBI Dashboard
 Project
Evaluation

Risks and Capital Budgeting

(Sensitivity Analysis)
Forecasting
Model

Financial Forecasting
Data Analytics

Forecasting using Tableau and Python with ARIMA

(Auto Regressive Integrated Moving Average)

Credit Risk Scoring with Tableau and Python using Decision Tree Classification
 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
 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
 Testimonials from Clients

Harry is more than capable of It's rare that you come across Thanks Pak Dr. Harry Patria
bringing us to the world of standout talent like DR. Harry telah membantu dalam
business analytics. He has also Patria. meningkatkan kompetensi
strong background as an Auditor dan Risk Advisory
economist and business I was in his class. The workshop Team kami Terkait Data
management scientist. literally takes me to the "Jedy Analytics, Data Analytics baik
level" in Tableau and Python. Descriptive dan Diagnostics.
He enlightened us about what
descriptive analytics could do It is worth every penny. It was Pelatihannya sangat sangat
and take us. From visualization, lovely tutorials. It really make Bermanfaat dan segera kami
analysis, until storytelling process the complex, simple!! implementasikan dalam Proses
to explain the insight. I can't wait Audit Kami.
for another 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 Finance
The Best Graduate (cGPA 3.88) Ph.D.
Universitas Indonesia 2021 (2 years 6 months)
in Strategic Management UI 2020 (2 years 11 months)
The Best Graduate (cGPA 3.85) Master in Finance
The Best Graduate (cGPA 3.79) & Best Thesis of The Year
Management
Master in Economics UI 2015
PPM Manajemen 2015

1
2

PT. Strategi Transforma Infiniti PT. Strategi Transforma Infiniti Patria and Co.
Workshop
Schedules
Basic + Intermediate +
Advanced *
3 meetings
Started on 22 January 2022
Saturday 10.30 – 12.00 WIB
Total: 4.5 hours
Investment: 1.75 juta

Early bird Rp 1.5 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

Buku referensi, data dan instruksi
manual akan diemail setelah payment
Practical References