Data Visualization for Finance Professionals

Data visualization skills equip finance professionals to present complex financial data to clients and stakeholders in a clear and concise manner while simplifying the data itself and reducing the time taken for data analysis.

Including data visualizations in financial reports streamlines the reporting process and facilitates data storytelling for effective communication to executives, cross-functional team members, and external audiences. 

Join this webinar and live demo to deepen your data visualization knowledge including:  

🔹Why data visualization is a key skill for finance professionals in 2025
🔹Common financial use cases and how to visualize financial data

Learn more in these key areas of finance data visualization:

• I’m a numbers guy: Typography matters for tabular reporting
• I work with financial statements: Visualizing formatted statements
• I love my KPIs: Top chart types for visualizing performance indicators
• I’m a business modeler: Visualizing business drivers & outcomes
• I’m all about details: Mastering conditional formatting for alert-driven insights
• I’m an analyst: Pivoting and aggregating data
• I’m all about performance: Effectively analyzing variances
• I’m a risk manager: Visualizing risk and uncertainty
• I’m a compliance officer: Visualizing audit trails and regulatory data
• I’m a strategist: Visualizing long-term trends and forecasts
• I’m a communicator: Presenting data to non-finance audiences
• I’m a financial advisor: Visualizing portfolio performance and asset allocation

🔹Best practices, tips & tricks
🔹Learning resources – recommended books and blogs 

…… and more!