Global Learning for Operational Leaders
Classroom
14 sessions
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Online / Live
14 sessions
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Introduction
Course overview
Management reports should help leaders understand performance and decide what to do next. Many finance packs are long, backward-looking and hard to act on.
This Aractech course covers management reporting principles, KPI selection, financial and non-financial measures, report design, variance commentary, rolling forecasts in reporting, dashboards and automating the reporting cycle. Participants redesign a management report pack.
What you will achieve
Learning objectives
- Apply management reporting principles
- Select financial and non-financial KPIs
- Design concise management reports
- Write insightful variance commentary
- Integrate forecasts into reporting
- Automate and improve reporting processes
Who should attend
Target audience
- Management accountants
- Financial controllers
- FP&A analysts
- Finance business partners
- CFOs
- Reporting specialists
Methodology
Learning approach
- Report redesign workshop
- KPI exercises
- Case studies
- Group discussions
- Reviews
Complete course outline
Five focused days of learning and application
The timings provided are estimates and may vary depending on the number of participants and the discussions taking place during the sessions. They are indicative only and do not constitute a binding commitment.
Day 1
Reporting Principles
- Purpose of management reporting
- Users
- Common problems
- Best practice
- Coffee break
- Best practice (continued)
- Exercise: Report critique
Day 2
KPIs
- Financial KPIs
- Operational KPIs
- Leading indicators
- Coffee break
- Leading indicators (continued)
- Targets
- Workshop: KPI selection
Day 3
Report Design
- Structure
- Visuals
- One-page summaries
- Coffee break
- One-page summaries (continued)
- Exception reporting
- Lab: Report redesign
Day 4
Commentary and Forecasts
- Variance commentary
- Insight
- Forecasts
- Coffee break
- Forecasts (continued)
- Actions
- Exercise: Writing commentary
Day 5
Process and Automation
- Reporting calendar
- Data
- Automation
- Coffee break
- Automation (continued)
- Continuous improvement
- Capstone: Reporting pack
FAQ
Frequently asked questions
What does Management Reporting and KPIs for Finance (AF-041) cover?
This course covers Accounting and Finance through a structured five-day outline focused on practical application, discussion, and implementation planning.
When is the next available session?
The next scheduled session starts on 9 - 13 November 2026. See the course schedules section for the available dates and delivery formats.
Who should attend this course?
Management accountants, Financial controllers, FP&A analysts
Is bilingual course delivery available?
Yes. All course materials and presentations are provided in English, while bilingual explanation and discussion support may be available depending on the selected location and trainer availability. For example, when attending a course in Istanbul, you may request a Turkish-speaking trainer to explain the English course content in Turkish. Arabic explanation support may also be requested at this location. Other languages are available in selected cities. You can choose your preferred language support as an optional preference during registration.
How can I register for a session?
Use any Register button next to the available course dates to open the participant registration page and submit your booking request for the selected session.
Is this course available online as well as classroom-based?
Check the course schedules section for currently published classroom and Online / Live sessions.
Where are classroom sessions delivered?
Current classroom venues include Vienna, Barcelona, Rome, Geneva, Madrid, London, Istanbul, Cape Town, Dubai.
How long is the training programme?
The programme runs for five days from 09:00 to 14:00, which gives 25 contact hours, including a daily 30-minute break (22.5 hours of instruction).
Quick request
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Choose an available date and venue, add your participants, and we will email a formal quotation for Management Reporting and KPIs for Finance to your business address.