training Professional Skills for Finance and Accounting

Course Description

With the Professional Skills for Finance and Accounting course participants will gain the knowledge, behaviors and confidence to meet the challenges of today’s difficult economy. The participants will benefit from the latest financial management strategies and techniques to keep their skills sharp and financial acumen strong. They will also broaden and deepen their expertise and improve their effectiveness in their jobs.

Course Objectives

  • Implementing essential skills to enhance their ability to run the finance department
  • Managing finance functions in an organized and professional manner
  • Determining the reporting requirements for the finance department
  • Practicing proper personal organization, staffing and time management skills
  • Applying finance policies and procedures 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 Details/Schedule

  • The Macro Finance Picture
  • Understanding the Accounting Cycle
  • The Income Statement
  • The Balance Sheet
  • The Changes in Owners’ Equity Statement
  • The Cash Flow Statement
  • The Relationship of Financial Statements
  • Functions of Management 
  • Personal Organization and Time Management
  • The New Skills Set
  • Delegation and Priorities
  • Delegation Characteristics
  • Handling Meetings Effectively
  • Maintaining Clean Desk Policy
  • Managing Your In-Box
  • Peak Performance Time
  • Organizing the Finance Function
  • Teamwork Skills in Finance and Accounting
  • Assessing the Need for Team-Building Program
  • Finance as a Project
  • Organizing by Function
  • Organizing by Purpose
  • Staff Duties and Responsibilities
  • Cross Training and Backup Strategies
  • Policies and Procedures
  • Purposes of the Policies and Procedures Manual
  • Communicating Financial Policies
  • Staff Involvement and Responsibilities
  • Enhancing Personal Efficiency
  • Staffing the Finance Function
  • Hiring the Best People
  • Developing Interviewing Skills
  • Fundamentals of Communication Skills
  • Personality Communication Styles
  • The Attitude and Skills Matrix
  • Delegation Rules and Levels