Josh Aharonoff – CFO Excel Dashboard & Reporting

Josh Aharonoff – CFO Excel Dashboard & Reporting

Josh Aharonoff – CFO Excel Dashboard & Reporting is a practical, implementation-focused course that shows you how to transform raw financial data into clear, executive-ready reports and dashboards directly in Excel. Built for modern finance professionals, this program helps you design dynamic KPI views, summarized statements, and management reports that support faster, better-informed decisions across your organization.

Guided by a fractional CFO with hands-on experience working with growth-stage companies, the course goes beyond basic spreadsheets. You learn how to organize data correctly from day one, apply repeatable reporting structures, and build dashboards that are accurate, easy to refresh, and visually compelling for leaders and stakeholders.

What is the Josh Aharonoff – CFO Excel Dashboard & Reporting course about?

Josh Aharonoff – CFO Excel Dashboard & Reporting is an online training focused on real-world financial reporting and dashboard creation in Microsoft Excel. Instead of generic tutorials, it walks you through a complete workflow: setting up your tech stack, structuring and cleaning data, building summarized financial statements, and designing interactive dashboards that highlight the numbers that actually matter.

The program emphasizes scalability and reliability. You learn how to build models and dashboards that can be updated quickly with new data, minimize manual errors, and present information in a way that board members, executives, and investors can understand at a glance.

What will you learn?

• How to set up an effective Excel and data environment for CFO-level reporting.
• How to convert raw exports into structured, refreshable data sets using tables and clear naming conventions.
• How to leverage tools such as Power Query (where available) to clean, merge, and transform financial data efficiently.
• How to build summarized Profit & Loss, Balance Sheet, and Cash Flow reports that roll up key information without clutter.
• How to create dynamic date logic and custom reporting periods for month-over-month, year-over-year, and other comparisons.
• How to design KPI dashboards that track revenue, margins, runway, cash, unit economics, and other critical metrics.
• How to implement Budget vs. Actual views to monitor performance against plan in a clear, visual format.
• How to use charts, pivot tables, and spill ranges to create interactive dashboards that update with minimal effort.
• How to structure management reports that tell a concise financial story for stakeholders.
• How to apply practical formatting, layout, and visualization principles so your dashboards look professional and are easy to read.

Who is this course for?

This course is tailored for finance and accounting professionals who want to raise their reporting and Excel skills to a strategic level, including:

• CFOs, finance leaders, and controllers who need clear dashboards for internal and external stakeholders.
• FP&A analysts and finance business partners who build recurring reports and board packs.
• Accountants transitioning from static spreadsheets to dynamic, automated reporting systems.
• Startup and scale-up operators who want better visibility into performance using tools they already have.

How does the course work?

Josh Aharonoff – CFO Excel Dashboard & Reporting is delivered 100% online through structured video lessons and practical demonstrations. The curriculum is organized logically so you first master data organization, then summarized reporting, and finally dashboard creation. Each module builds on the previous one, allowing you to follow along directly in Excel with the same techniques used in real finance roles.

The approach is hands-on: you are encouraged to replicate the builds step by step, adapt them to your own data, and use the frameworks as templates for your recurring reports. The focus is on repeatability and clarity, helping you implement reporting systems that save time and reduce manual work.

Key benefits

• A clear, CFO-level methodology to turn messy exports into reliable reporting models.
• Dashboards and reports that are easy to maintain, refresh, and present to leadership.
• Improved confidence when communicating financial performance through visuals and concise summaries.
• Skills that are directly applicable to real roles in FP&A, controllership, and strategic finance.
• A structured framework you can reuse across companies, clients, and reporting cycles.

Prerequisites

This course is designed for professionals with basic familiarity with Excel and financial statements. To get the most value, it is recommended that you:

• Understand core concepts such as P&L, Balance Sheet, and Cash Flow.
• Have working knowledge of fundamental Excel functions and navigation.
• Are willing to practice directly in Excel while following the lessons.

About Josh Aharonoff

Josh Aharonoff, also known as “Your CFO Guy”, is a fractional CFO who has worked with numerous startups and growing companies, specializing in financial modeling, reporting, and dashboard design. His content and training are known for being practical, clear, and tailored to real finance challenges.

In Josh Aharonoff – CFO Excel Dashboard & Reporting, he condenses his experience into a focused curriculum that mirrors the tools and structures he uses with leadership teams, helping students apply the same standards inside their own organizations.

Why buy from our online course platform?

Accessing Josh Aharonoff – CFO Excel Dashboard & Reporting through our online course platform allows you to centralize all your learning resources in one secure account. You can return to the lessons whenever you need to refine a dashboard, update a report, or build a new layout for stakeholders.

Centralize your digital purchases in a single account, keep your history, and access them whenever you want to watch online or download. Plus, you’ll always find courses on our platform at affordable prices.

Course curriculum

• Intro & Getting Started: course overview, recommended tech stack, and file structure.
• Organizing Your Data: creating tables, adding context fields, using structured references, and applying Power Query to clean and combine data where applicable.
• Creating Summarized Financials: building flexible P&L, Balance Sheet, and Cash Flow summaries with dynamic dates and custom sections.
• KPI & Performance Dashboards: designing core KPI views, chart-based dashboards, and dynamic layouts that highlight trends and key drivers.
• Budget vs. Actuals: setting up comparative views, variance analysis, and visual indicators to monitor performance.
• Specialized Dashboards & Reports: management report pages, cash-focused views, break-even and spotlight dashboards, and dashboards using PivotTables and PivotCharts.
• Bringing It All Together: best practices for layout, consistency, documentation, and continuous improvement of your reporting system.

Use this course to elevate your Excel reporting from static spreadsheets to professional, CFO-ready dashboards that bring clarity to every financial conversation.

Downloadable Course Content