Customized specifically for Fidelity Investments, this two-hour course focuses on transforming legacy business workflows into modern, automated processes. Participants will learn how to replace manual data manipulation with high-efficiency keyboard shortcuts, Power Query's automated cleansing for complex portfolio data, and the latest dynamic array formulas for flexible reporting. We will bridge the gap between static spreadsheets and robust, audit-friendly financial models tailored to the specific needs of investment professionals.
Investment analysts, portfolio managers, financial controllers, and accounting professionals at Fidelity seeking to modernize their data workflows.
No. You only need a basic familiarity with standard formulas and general spreadsheet navigation to get started.
You'll need Microsoft Excel 365 or a version newer than 2021. This ensures you have access to the dynamic array functions we'll be using.
Yes. The curriculum specifically covers spreadsheet governance and data integrity, which are vital for financial controllers and accounting professionals.
We will. A major focus of the course is using Power Query to connect to and transform messy investment data from both internal and external providers.
It doesn't. We focus on modern alternatives like Power Query and dynamic array formulas to automate your workflows without writing code.
I created this course because I've seen too many brilliant investment professionals lose hours to manual data cleanup that Excel can now handle in seconds. My goal is to help you move past the tedious clicking and dragging so you can focus on the actual analysis that drives your portfolio decisions. I wrote this specifically for the Fidelity environment to ensure your reporting is both fast and audit-ready.
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