Applied Finance and HR
Master Human Resource Management through ERP systems by learning how to streamline HR operations, manage employee data, and automate processes with modern ERP tools.
About the Course
Course Overview
This program blends finance, technology, and AI to equip learners with the ability to manage accounting data, model financials, visualize insights, and leverage AI for faster, smarter reporting. By the end, participants will be ready to generate end-to-end financial dashboards and reports used in modern business decision-making.
About the Course
Traditional financial workflows are time-consuming and siloed, often limiting decision-makers’ ability to act quickly.
This course equips learners with practical, job-ready skills in Zoho Books ERP, Excel modelling, Power BI dashboards, and AI-driven financial reporting. From recording transactions to delivering boardroom-ready insights, students gain the complete toolkit for financial analysis in the digital era.
Learning Outcomes
Accounting ERP Systems: Company setup, transactions, and generating keyfinancial reports (P&L, Balance Sheet, Salary Slips). Comparison of Zoho Books with Tally Prime; exposure to HR systems like Zoho Payroll/Keka.
Excel & Financial Modeling: Cleaning and analyzing raw data, using advanced Excel functions (VLOOKUP, INDEX-MATCH, PivotTables), and building 3-statement financial models with dashboards and sensitivity analysis.
Power BI & Data Visualization: Importing Excel models into Power BI, creating relationships and DAX measures, designing interactive dashboards, and publishing reports for actionable insights.
AI Tools for Finance: Automating financial modeling, generating insights and HR documentation with AI, and converting raw data into impactful reports, presentations, and business visuals.
Key Takeaways
Proficiency in Zoho Books, Excel, Power BI, and AI tools for finance.
Ability to design 3-statement models and interactive dashboards.
Skills to automate financial reporting and HR documentation with AI.
Capability to generate business-ready presentations and insights.
Final Capstone Project: Integrated financial report using Zoho + Excel + Power BI + AI.