Reporting and Presentation Skills for Finance and Accounting Professionals

Reporting and Presentation Skills for Finance and Accounting Professionals

OBJECTIVES

• Gain knowledge of essential skills to enhance their ability to run the Finance Department.
• Manage finance functions in an organized and professional manner.
• Understand the reporting requirements for the Finance Department.
• Become skilled at important personal organization, staffing and time management skills.
• Apply finance policies and procedures to add-value and
• Communicate effectively with other departments.

WHO SHOULD ATTEND?

Financial managers, financial controllers, finance department heads, chief financial officers, accounting managers, senior finance officers, accountants, finance staff and analysts

COURSE OUTLINE

The Macro Finance Picture

• Vision and Goals
• The Purpose of the Finance / Accounting Function

Managing the Financial Function

• Managing Assets and Liabilities
• Customers and Vendors

Providing Financial Information

• Financial Statements and Budgetary Reports
• Other Internal Reports

Personal Organization and Time Management

• Staffing and Supervisory Structure
• Delegation and Priorities
• Meetings, Meetings, Meetings
• Peak Performance Time

Staffing the Finance Function

• Hiring the Best
• Communication Skills
• Evaluating Staff Performance
• Motivation, Compensation and Perks

Organizing the Accounting Function

• Teamwork
• Organization Types
• Cross Training and Backup
• Scheduling the Monthly Accounting Cycle

Finance’s Role Within the Organization

• Operational, Financial and Administrative Goals
• To Plan or Not to Plan
• Special Projects

Policies and Procedures

• Purposes of the Policies and Procedures Manual
• Communicating Financial Policies
• General Procedures