Yogesh Soleti - FinTech & Data analytics Trainer

Class Location

Online class via Zoom

Student's Home

Tutor's Home

Years of Experience in Tally Software classes

5

Class Location

Online class via Zoom

Student's Home

Tutor's Home

Years of Experience in Microsoft Excel Training classes

6

Teaching Experience in detail in Microsoft Excel Training classes

With over 5 years of professional experience in finance, accounting, and reporting, I have developed strong expertise in Microsoft Excel for financial analysis, data management, reporting, budgeting, and process automation. I use Excel extensively to improve reporting accuracy, streamline financial operations, and support management decision-making. My expertise includes advanced Excel functions such as VLOOKUP, XLOOKUP, INDEX-MATCH, IF, SUMIFS, COUNTIFS, IFERROR, and nested formulas to perform complex calculations, reconcile financial data, and analyze large datasets efficiently. I am proficient in PivotTables, PivotCharts, conditional formatting, data validation, sorting, filtering, and advanced lookup techniques to generate meaningful insights from financial and operational data. I have hands-on experience in preparing monthly management reports, financial statements, budget-versus-actual analysis, variance reports, expense tracking, and MIS reports. I use Excel to consolidate data from multiple companies, perform intercompany reconciliations, identify discrepancies, and monitor key financial performance indicators. I also leverage Power Query to clean, transform, and combine data from multiple sources, reducing manual intervention and improving reporting efficiency. Additionally, I have experience in developing automated Excel-based reporting templates, dashboards, and reconciliation tools to minimize repetitive tasks and improve productivity. I apply formulas, structured tables, and automation techniques to simplify month-end closing activities and ensure timely delivery of financial information. Where required, I use basic macro and VBA concepts to automate recurring processes. My Excel skills also support operating budget preparation, financial forecasting, trend analysis, cost control, and variance investigation. I focus on maintaining data integrity, implementing appropriate validation checks, and presenting information in a clear, professional, and easy-to-understand format. Overall, my 5+ years of practical experience enable me to use Microsoft Excel beyond basic spreadsheets—as a powerful analytical and automation tool for finance and accounting functions. I continuously seek opportunities to optimize existing processes, reduce manual errors, and deliver accurate, reliable, and actionable financial insights to management.

Class Location

Online class via Zoom

Student's Home

Tutor's Home

Years of Experience in Microsoft Power BI classes

6

Teaching Experience in detail in Microsoft Power BI classes

With over 5 years of professional experience in finance, accounting, and financial reporting, I have developed practical expertise in Microsoft Power BI for data visualization, financial analysis, dashboard development, and management reporting. I leverage Power BI to transform raw financial and operational data into meaningful insights that support business decisions and improve reporting efficiency. My expertise includes connecting Power BI to multiple data sources, including Excel files, CSV files, and structured datasets. I have hands-on experience in data cleaning, transformation, and integration using Power Query Editor, ensuring data accuracy, consistency, and reliability before analysis. I work with data modeling techniques, relationships, calculated columns, and measures to build effective reporting models. I have experience developing interactive dashboards and reports using various Power BI visualizations, including bar charts, line charts, tables, matrices, KPI cards, slicers, and filters. These dashboards help management monitor financial performance, business trends, expenses, revenue, profitability, and key performance indicators. I use DAX (Data Analysis Expressions) for creating measures, calculated columns, and business-specific calculations to support financial reporting and analytical requirements. My reporting experience includes budget-versus-actual analysis, variance analysis, expense monitoring, financial performance tracking, and management information system (MIS) reporting. I have contributed to implementing Power BI reporting solutions to improve the efficiency of recurring financial reports, reduce manual Excel-based reporting activities, and provide better visibility into business performance. I focus on designing user-friendly dashboards that enable stakeholders to analyze data by company, department, reporting period, and other relevant business dimensions. Additionally, I understand the importance of data validation, report accuracy, refresh management, and maintaining consistency between source data and dashboard outputs. I collaborate with finance and intercompany teams to understand reporting requirements and deliver dashboards aligned with business objectives. Overall, my experience in finance and accounting, combined with practical Power BI skills, enables me to convert complex datasets into clear, actionable insights, improve reporting processes, and support data-driven decision-making across business functions.