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Training Automated Financial Reporting - Mastering Automation

Ref: YCT137
10 people max.
From $2,310 HT / per person
Group rate: $4,043 (team / on-site)
Pay in 3 installments · On-site on request · +$540 with certification exam
2 days
remote

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Trusted by — schools, companies and industrial groups
Aptar
ArcelorMittal
Equans
EDF
Ubisoft
Microsoft
Aptar
ArcelorMittal
Equans
EDF
Ubisoft
Microsoft
Aptar
ArcelorMittal
Equans
EDF
Ubisoft
Microsoft
Aptar
ArcelorMittal
Equans
EDF
Ubisoft
Microsoft
Aptar
ArcelorMittal
Equans
EDF
Ubisoft
Microsoft

Learning objectives

  • Master the automation of financial reporting in the company
  • Develop advanced skills in Business Intelligence for training
  • Design professional dashboards with Power BI and Tableau
  • Optimize reporting processes for the certifying company
  • Implement secure and efficient data models
  • Deploy automated financial reporting solutions
A child walking to school with a backpack
Our social commitment

A school kit donated to a child for every training

To fight inequalities in access to education, Learni donates a complete school kit to a child in need for every training booked. You build your skills, a child heads back to school.

  • Backpack, notebooks and essential supplies
  • Distributed through our partner charities
  • Included, at no extra cost to you

The Learni story

Founded by engineers and learning experts, Learni's mission is to make high-impact tech training accessible to teams everywhere. We work remotely with organizations across the US and Canada, in your time zone, to help teams upskill fast.

Don't let this gap widen

Why this program matters

  • Without this upskilling, your team accumulates a technological gap that translates directly into productivity loss.

  • Organizations that don't train their talents on key topics see their competitiveness drop.

  • Every quarter without training is a gap widening with competitors who invest.

  • The cost of inaction quickly exceeds that of well-targeted training.

Kheireddin KADRI
Kheireddin KADRI

Learni trainer · Data & AI expert

73%productivity gap
×3cost of inaction

Program

Module 1Theme: Automated financial reporting with Power BI (DAX modeling, ETL, real-time dashboards)

Participants discover advanced modeling techniques for automated financial reporting. They use Power BI to connect accounting sources, create complex DAX measures and automate data flows. Practical exercises on real cases enable the production of dynamic dashboards with scheduled refresh. Deliverables include a complete model and interactive visualizations adapted to IFRS standards.

Module 2Theme: Automated financial reporting with Tableau (advanced calculations, storytelling, enterprise publishing)

This day focuses on Tableau for automated financial reporting. Learners design complex LOD calculations, integrate consolidation data and automate exports to company systems. Concrete finance cases enable the creation of effective narrative reports. Final deliverables include an optimized workbook and a certifying distribution strategy.

Evaluation method

  • Final quiz on DAX and LOD techniques
  • Practical project on automated reporting
  • Defense of the company deliverable

Learning method

  • Power BI Desktop and Service
  • Tableau Desktop and Server
  • DAX and advanced calculations
  • ETL automation and scheduling

Methods, materials and delivery

The Training Automated Financial Reporting - Mastering Automation program is delivered onsite or remote (blended-learning, virtual classroom, remote presence). At Learni, an industry-certified training organization, every program is built to maximize skills acquisition regardless of the chosen format.

The trainer alternates between demonstrative, interrogative and active methods (through hands-on labs and/or scenarios). This pedagogical approach guarantees concrete learning that's immediately applicable at work.

Equipment required

For the smooth delivery of the Training Automated Financial Reporting - Mastering Automation program, the following equipment is required:

  • Mac or PC computers, high-speed fiber internet, whiteboard or flipchart, projector or interactive touch screen (for remote sessions)
  • Training environments installed on workstations or accessible online
  • Course materials, hands-on exercises and complementary resources
  • Post-training access to materials and educational resources

For intra-company training on a site outside Learni, the client commits to providing all required teaching materials (computers, internet, etc.) for the smooth delivery of the program in line with the prerequisites in the communicated program.

* contact us for remote delivery feasibility** ratio varies depending on the program

Skills assessment methods

Assessment of skills acquired during the Training Automated Financial Reporting - Mastering Automation program is performed through:

  • During training: case studies, hands-on labs and professional scenarios
  • End of training: self-assessment questionnaire and skills evaluation by the trainer
  • After training: completion certificate detailing acquired skills

Program accessibility

Learni is committed to making its programs accessible. All our programs are accessible to people with disabilities. Our teams are available to adapt the pedagogical methods to your specific needs. Please contact us for any adjustment request.

Enrollment terms and lead times

Registration is possible up to 48 business hours before the start of training. All our programs are built for corporate L&D budgets and delivered onsite or remotely.

Our method

Training quality, guaranteed at every step

Before, during, after: we frame the brief, introduce the trainer, tailor the content and measure impact. You stay in control from kickoff to wrap-up.

Step 1

Rigorous trainer selection

Each trainer is validated on three criteria: hands-on field expertise, proven pedagogy and alignment with your industry.

  • Triple validation: technical, pedagogical, sectoral.
  • Minimum rating 4.8/5 over the last 12 sessions.
Step 2

You meet the trainer beforehand

30-minute video call between you and the selected trainer to validate the fit, adjust content and clear any final doubts.

  • Live briefing on goals and team context.
  • Veto right — we swap the trainer for free if needed.
Step 3

Content tailored to your context

No recycled slides. The syllabus is reworked from your real cases: tools, constraints, vocabulary, ongoing projects.

  • Hands-on cases drawn from your stack and projects.
  • Program co-written then validated by your team.
Step 4

Continuous quality follow-up

Live evaluations, 30/90/180-day check-ins and a consolidation plan. If the impact misses the mark, we rework it.

  • NPS, knowledge quizzes and skills self-assessment.
  • Satisfaction guarantee: fully satisfied or free rework.

A simple promise: you don't pay to discover the trainer on day one. Everything is validated upfront, by you.

FAQ

Frequently asked questions

How much does the Training Automated Financial Reporting - Mastering Automation training cost?+
The individual price is $2,310, and the team / on-site price is $4,043 (USD). A detailed quote is sent within one business day.
How long is the Training Automated Financial Reporting - Mastering Automation training?+
The training lasts 2 journées, available live online (US time zones) or on-site at your offices.
How is this training paid for?+
Most US teams pay directly through their company (L&D or training budget). We invoice in US dollars and accept bank transfer (ACH/wire) or card, with volume pricing for teams. A purchase order is welcome.
Are there any prerequisites?+
Advanced mastery of Excel, notions of data modeling and experience with Power BI or Tableau.
Is a certificate delivered at the end?+
Yes. A Learni completion certificate is issued, along with the individual evaluation report.
Does Learni provide the equipment?+
No. A computer and stable internet connection are required for the participant. Learni provides the educational platform, the trainer and all course materials.
On-site & remote

This training across cities

Available on-site and remotely. Pick your city to see the local training center.

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