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Financial Data Management Training

(543 Ratings)
Rated 4.9 out of 5

Financial Data Management Training teaches the principles and techniques of organizing, analyzing, and managing financial data for accurate reporting, compliance, and decision-making. The training includes methodologies for data collection, storage, processing, and analysis, as well as tools and technologies for financial data management.

Financial Data Management Training is suitable for the following target audiences:

Finance Professionals: Finance professionals, including accountants, financial analysts, and controllers, benefit from effective data management and analysis.

Data Analysts: This course is ideal for financial data analysts looking to improve their ability to manage datasets and create informative reports.

Financial Managers: Financial managers need a strong understanding of financial data management to control budgeting, forecasting, and planning processes.

IT Professionals in Finance: IT experts in finance divisions must integrate financial data systems and assure data quality and security.

Compliance and Risk Analysts: Manage and interpret financial data for regulatory compliance and risk identification.

Financial Data Analyst: Examine financial data to aid decision-making and reporting procedures.

Financial Manager: Manage financial data and guarantee correct reporting and compliance.

Financial Systems Administrator: Oversees and maintains financial data systems, ensuring data accuracy and security.

Compliance Analyst: Ensure that financial data meets regulatory requirements and organizational regulations.

Data Governance Specialist: Create and implement policies for managing financial data while maintaining its integrity and security.

These positions are in high demand across a variety of industries, including banking, investing, insurance, and corporate finance, with attractive wages and chances for promotion in both the United States and Canada.

  • Agile Overview
  • Agile Manifesto & Principles
  • Agile vs. Traditional (Waterfall) Approaches
  • Scrum, Kanban, XP – overview of frameworks
  • Role of a Business Analyst in Agile BA responsibilities in Agile teams
  • Collaboration with Product Owner, Scrum Master, Dev Team
  • Scrum Deep Dive
  • Roles, Events, Artifacts
  • Product Backlog, Sprint Planning, Review, and Retrospective
  • Kanban Basics (WIP limits, continuous flow)
  • Scaling Agile (SAFe, LeSS, Nexus) – intro level
  • Tools included : Jira / Trello setup basics
  • Gathering Requirements in Agile
  • Just-in-time requirements
  • Collaborative discovery
  • User Stories & Acceptance Criteria
  • INVEST criteria and Definition of Ready / Done
  • Story Mapping & Backlog Grooming
  • Jira / Confluence Training
  • Backlog creation, story linking, boards
  • Wireframing & Prototyping
  • Tools: Balsamiq / Figma / Draw.io
  • Facilitation Techniques
  • Agile workshops (Story Mapping, Impact Mapping)
  • Agile Planning Levels (Roadmap, Release, Sprint planning)
  • Estimation Techniques (Planning Poker, T-Shirt sizing)
  • Prioritization Methods (MoSCoW, Kano Model, WSJF)
  • Performance Metrics (Velocity, Burnup/Burndown charts , Lead/Cycle Time)
  • BA Contribution Metrics (Requirements churn, value tracking)
  • How to create and maintain Dashboards in Jira
  • Case Study: Analyse sprint reports & suggest improvements
  • Stakeholder Management
  • Effective Communication
  • Facilitation & Conflict Resolution
  • Agile Project Simulation End-to-end product backlog creation
  • Resume Building for Agile BA
  • Mock Interviews & Job Placement

This course is ideal for aspiring Business Analysts, working professionals transitioning to Agile roles, Product Owners, Project Managers, and anyone interested in Agile practices and business analysis.

No technical background is required. The course is designed to help non-technical individuals understand Agile concepts and tools in a practical, easy-to-follow manner.

The duration for Agile Business Analyst training is 2 months (8 weeks), with sessions held 2 times per week (either during week or weekends), including theory, hands-on practice and project work.

Yes, upon successful completion, you’ll receive a Certificate of Completion from Checkmate IT Tech. We also guide you on pursuing global certifications like IIBA-AAC and ICAgile-BA.

Absolutely! The course includes hands-on exercises, case studies, and a capstone project to simulate real Agile environments.

We offer online training classes to promote easy access to all candidates. Recordings are also made available for revision or if you miss a session.

Yes. We provide resume reviews, mock interviews, LinkedIn optimization, and guidance on job portals to help boost your chances in the job market.

You can enroll via our website or contact our support team directly via email or phone. We’ll guide you through the quick and easy registration process.

https://checkmateittech.com/

Email info@checkmateittech.com     OR        Call Us +1-347-4082054


Job opportunities in USA and Canada

Financial Data Analyst: Examine financial data to aid decision-making and reporting procedures.

Financial Manager: Manage financial data and guarantee correct reporting and compliance.

Financial Systems Administrator: Oversees and maintains financial data systems, ensuring data accuracy and security.

Compliance Analyst: Ensure that financial data meets regulatory requirements and organizational regulations.

Data Governance Specialist: Create and implement policies for managing financial data while maintaining its integrity and security.

These positions are in high demand across a variety of industries, including banking, investing, insurance, and corporate finance, with attractive wages and chances for promotion in both the United States and Canada.

Student Reviews

The Agile BA training at Checkmate IT Tech was a game-changer for me. The sessions were practical, engaging, and full of real-world scenarios. I especially loved the capstone project in the final week—it helped me apply everything I’d learned and gave me the confidence to handle Agile ceremonies. The trainer was knowledgeable and always encouraged interaction. Highly recommend this course to anyone stepping into the Agile world

Priya. S

Hi, I’m a junior product analyst by profession. Excellent training conducted by Checkmate IT Tech .They balanced theory with hands-on learning. The Jira and Confluence modules were super helpful, and we got to write user stories, do story mapping, and even run mock sprints. It felt like I was already working in an Agile team. After this program, I landed a contract role within a month

David Kevin

Coming from a non-technical background, I was nervous, but the Agile BA course at Checkmate made everything approachable. The trainers explained concepts clearly and gave tons of real-life examples. The mock interviews and resume prep sessions in the final week were incredibly helpful. One star off only because I wish the wireframing tools had more coverage, but overall, an amazing learning experience.

Ayesha M