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  1. Courses
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  3. Advanced Modeling, Visualization & Storytelling

Advanced Modeling, Visualization & Storytelling

In this course, you’ll learn how to leverage advanced financial modeling techniques, create dynamic dashboards, and deliver powerful, data-driven stories that engage stakeholders.

Manish Gupta
Manish Gupta
Finance | intermediate | 9 hours |   Published: Oct 2025

    Discussions

Overview

1KSTUDENTS*
95.3%RECOMMEND*

This course includes:

  • On-demand videos
  • Practice assessments
  • Multiple hands-on learning activities
  • Exposure to a real-world project
  • 100% self-paced learning opportunities
  • Certification of completion

In this course, you’ll learn how to leverage advanced financial modeling techniques, create dynamic dashboards, and deliver powerful, data-driven stories that engage stakeholders. You’ll dive into robust Excel models and BI tools, automate workflows, and transform raw data into insightful, executive-ready presentations. You’ll explore real-world scenarios and build integrated 3-statement models, learn to visualize data effectively with interactive dashboards, and communicate your findings clearly. By the end of the course, you’ll be equipped to apply advanced modeling and storytelling techniques to drive strategic business decisions, streamline processes, and influence key stakeholders.

Skills You Will Gain

Modeling
Presentation
Financial Storytelling
Communication
Automation

Learning Outcomes (At The End Of This Program, You Will Be Able To...)

  • Build integrated models with advanced techniques.
  • Design dashboards & communicate insights. 
  • Apply skills in capstone project & portfolio. 

Prerequisites

To get the most out of this course, you should have intermediate knowledge of financial modeling and analysis. Familiarity with Excel or other similar tools for financial modeling is essential. Additionally, having a basic understanding of financial statements such as the income statement, balance sheet, and cash flow statement will be helpful. Experience with basic business performance metrics and financial forecasting will ensure you can engage with the course content more effectively. While prior knowledge of advanced dashboard tools or BI platforms like Power BI is not required, it will enhance your learning experience.

Who Should Attend

This course is designed for finance professionals, business analysts, and aspiring data consultants who want to master the art of financial modeling, visualization, and data storytelling. It is ideal for anyone who works with complex financial data and needs to communicate insights clearly to executive teams, investors, or stakeholders. If you’re looking to elevate your skill set to create interactive dashboards, automate reporting, and present financial information compellingly, this course is perfect for you. Professionals aiming for roles like financial analysts, business intelligence consultants, or executive decision-support analysts will benefit the most from this course.

 

Curriculum

Instructors

*Where courses have been offered multiple times, the “# Students” includes all students who have enrolled. The “%Recommended” shown is also based on this data.
1Chapter 1: Modeling Fundamentals
2Chapter 2: Scenario Design & Automation
3Chapter 3: Controls & Automation
4Chapter 4: Visualization Principles-Clear Charts for Financial Decisions
5Chapter 5: Crafting Narrative and & impactful Delivery
6Chapter 6: Dashboards-From Static Charts to Interactive Decisions
7Chapter 7: Capstone Preparation
8Chapter 8: Execution Sprint
9Chapter 9: Wrap-Up and Next Steps

You need to enroll in this course to access the curriculum. Click 'Enroll' to get started!

You need to enroll in this course to access the curriculum. Click 'Enroll' to get started!

Segment 00: Welcome to the Course: Course Overview

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Manish Gupta

Manish Gupta

Manish is a seasoned finance and business management professional with over 15 years of experience in the hospitality industry. As the Chief Financial Officer at Htoo Hospitality, he oversees operations across six destinations and 15 hotels, managing an inventory of over 800 rooms and a workforce of 1,500+. In addition to his CFO responsibilities, he also serves as the acting CEO and head of business, leading strategic initiatives, financial planning, and the post-COVID reopening of key hotels. His expertise includes implementing ERP systems, financial planning processes, and data visualization tools to optimize hotel performance and efficiency. A passionate advocate for learning and development, Manish is the founder of eHotel Management School, an online platform offering over 30 courses in hospitality management. With a global student base of over 100,000, his mission is to empower one million professionals in finance, business management, and technology. He has also authored a comprehensive guide on budgeting and forecasting principles for hospitality and collaborates with platforms like Coursera and Alison as an instructor. Through his work, he continues to drive innovation, lean management, and knowledge-sharing in the hospitality sector, equipping professionals with the skills needed to thrive in a dynamic industry.
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You need to enroll in this course to access the curriculum. Click 'Enroll' to get started!

You need to enroll in this course to access the curriculum. Click 'Enroll' to get started!

You need to enroll in this course to access the curriculum. Click 'Enroll' to get started!

You need to enroll in this course to access the curriculum. Click 'Enroll' to get started!

You need to enroll in this course to access the curriculum. Click 'Enroll' to get started!

You need to enroll in this course to access the curriculum. Click 'Enroll' to get started!