Call for Expression of Interest for Provision of Training in Microsoft Excel Proficiency Applied to Accounting

Background

The Finance Team plays a critical role in financial reporting, budgeting, analysis, and decision-making. To enhance efficiency, accuracy, and data management capabilities, there is a need to strengthen the team's proficiency in Microsoft Excel.

This training aims to equip 18 finance team members with practical Excel skills tailored to their day-to-day financial operations.

Training Objectives

Overall Objective:

To improve the capacity of the finance team in using Excel for efficient financial data management, analysis, and reporting.

Specific Objectives:

• Strengthen understanding of Excel functions and formulas
• Improve data organization and data cleaning skills
• Enhance financial reporting and analysis using Excel tools
• Build capacity in using Pivot Tables and dashboards
• Increase efficiency and accuracy in financial tasks

Training Scope

The training will cover the following core modules:

• Excel fundamentals (navigation, formatting, shortcuts)
• Data management and cleaning techniques
• Key formulas and functions (IF, SUMIF, VLOOKUP/XLOOKUP, COUNTIF)
• Financial data analysis techniques
• Pivot Tables and Pivot Charts
• Data visualization (charts and dashboards)
• Error checking and data validation
• Basic automation (introduction to macros – optional)

Participants

• Total Participants: 18 Finance Team members
• Roles May Include: Finance Coordinators, Finance Officers, Regional Finance Officers, Branch Accountants

Training Structure

Phase 1: In-Person Introduction (2 Days)

• Kick-off session
• Introduction to Excel fundamentals
• Alignment on training objectives and expectations
• All logistics to be covered by Stitching BRAC International Rwanda

Phase 2: Online Training (3–4 Weeks)

• Delivery via online platform (e.g., Teams, Zoom, or other)
• Weekly virtual sessions: Two (2) sessions per week