In-house corporate workshops in Power BI, Excel, and AI for Finance — delivered in-person across Malaysia by a trainer who has lived your finance role.
CFOs · Finance Managers · Finance Directors
You need reports your board can act on — not 40-slide decks that nobody reads past page three.
Accountants · Finance Executives · Financial Analysts
You have the data. You need the tools and the technique to turn it into something that actually lands.
I spent over three decades in finance roles — as a management accountant, a finance manager, and eventually a Head of Finance — before I moved into training. That means when I teach Power BI, I am not teaching you how to drag and drop visuals. I am teaching you how to build the P&L dashboard your CFO will actually open on Monday morning.
Most data training is built by people who know the tool. I know the tool and the job. That changes the examples I use, the data I pick, the questions I ask in the room. Your team can tell the difference.
Your understanding of finance topics makes you relate very well the usage of Excel functions to company reporting and analyses.
Goh Bee Khian, Senior Finance Manager, Rohde & Schwarz Malaysia
I hold a Fellow qualification from the ACCA, an MSc in Professional Accountancy from the University of London, and I am an accredited trainer with HRD Corp. Your organisation can claim back the training fee. More importantly, the skills stay with your team long after the workshop ends.
Every workshop runs at your premises, uses your data (where possible), and is tailored to your team's level.
Smart Data Skills · Finance Fundamentals
Understand financial statements, cash flow, cost variances, and the ratios that measure business performance — built for executives and managers, not accountants.
See workshopSmart Data Skills · Power BI
Build P&L dashboards, budget-vs-actual reports, and executive scorecards your leadership team will open — and trust.
See workshopSmart Data Skills · Excel 365
Stop fighting messy data. Master Power Query, dynamic arrays, and pivot tables built for management reporting.
See workshopSmart Data Skills · AI
Use Microsoft Copilot and AI tools wisely in your finance role — and know when to verify before you trust the output.
See workshopSmart Data Skills · Power Query
Automate your monthly data refresh. Connect to multiple sources, clean GL exports, and combine budgets and actuals without manual rework.
See workshopTrack record
Average of post-session evaluation scores: 4.9 / 5 from 20 participants in a one-day Excel 365 data-skills workshop at a multinational technology company, and 4.5 / 5 from 25 participants in a two-day Power BI workshop.
The speed of the session and the detailed and clear information provided by the trainer. It was easy to follow and understand.
Participant feedback, Smart Data Skills workshop for a multinational technology company
Power BI
After training hundreds of finance professionals on Power BI, these are the five mistakes I see most often — and the simple fixes that save hours every month.
Excel
Your GL export is a mess. Account codes change every quarter, descriptions are inconsistent, and blank rows appear at random. Here is how Power Query fixes all of it in one go.
AI for Finance
A participant told me the AI wrote a better report than she could. Here's why that worried me, and what it means for how finance professionals should use AI.
Every workshop is run in-house, tailored to your team's level, and eligible for HRD Corp funding. Tell me what your team needs and I will put together a proposal.
Enquire about in-house training