Global Learning for Operational Leaders
Professional training course
Professional Skills for Finance and Accounting
This course covers the essential skills needed for finance staff to excel in their companies. The outline covers The macro finance picture, Personal organization and time management, Managing the finance function & Key E...
- 5 daysClassroom or online
- 14Upcoming dates
- 7Cities
- €1,978Fees from
Classroom
14 sessions
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Online / Live
14 sessions
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Introduction
Course overview
This course covers the essential skills needed for finance staff to excel in their companies. From macro level management and financial overview to personal organization and time management, various skills are put into practice to help participants become more successful at the workplace.
What you will achieve
Learning objectives
- Identify the relationship between the various financial statements
- Explain the characteristics of 'delegation' and apply various personal organization management techniques
- Evaluate skills and attitudes of finance staff and identify their communication personality styles
- Practice some of the essential Excel skills to increase efficiency and productivity
- Apply finance policies and procedures to add value and communicate effectively with other departments
Who should attend
Target audience
- Financial managers, financial controllers, finance department heads, chief financial officers, accounting managers, senior finance officers, accountants, finance staff and analysts.
Methodology
Learning approach
- This course relies on a variety of individual and team exercises supported with role plays as well as individual and group presentations and Excel workshops.
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
The macro finance picture
- Understanding the accounting cycle
- The income statement
- The balance sheet
- Changes in owners’ equity statements
- Cash flow statements
- Coffee break
- Cash flow statements (continued)
- The relationship of financial statements
- Functions of management
- Elements of a vision for finance and accounting department
- Effectiveness versus efficiency
- Supporting the operating departments
- Purpose of the finance and accounting function
Day 2
Personal organization and time management
- The new skills set
- Delegation and priorities
- Delegation characteristics
- Rules of delegation
- Coffee break
- Rules of delegation (continued)
- Handling meetings effectively
- Maintaining clean desk policy
- Managing your in-box
- Peak performance time
Day 3
Managing the finance function & Key Excel functions and tools to enhance efficiency
- Managing the finance function
- Hiring the best people
- Identifying recruitment criteria
- Developing interviewing skills
- Interpersonal communication
- Fundamentals of communication skills
- Coffee break
- Fundamentals of communication skills (continued)
- Personality communication styles
- The attitude and skills matrix
- Evaluating finance staff performance
- Employee motivation tools
- Key Excel functions and tools to enhance efficiency
- Consolidating multiple sets of data
- Applying control at the data entry through data validation
- Reconciling accounts by using 'vlookup'
Day 4
Organizing the finance function
- Teamwork skills in finance and accounting
- Assessing the need for team building program
- Finance as a project
- Organizing by function
- Coffee break
- Organizing by function (continued)
- Organizing by purpose
- Staff duties and responsibilities
- The need for review and authorization procedures
- The authorization matrix and control of processes in organizations
- Cross training and backup strategies
- Scheduling the monthly accounting cycle
Day 5
Policies and procedures
- Purposes of the policies and procedures manual
- Documenting and communicating financial policies
- Coffee break
- Documenting and communicating financial policies (continued)
- Staff involvement and responsibilities
Course FAQs
Questions about this course
What participants and training managers usually ask before booking Professional Skills for Finance and Accounting. Can't find your answer?
What does Professional Skills for Finance and Accounting 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 16 - 20 November 2026. See the course schedules section for the available dates and delivery formats.
Who should attend this course?
Financial managers, financial controllers, finance department heads, chief financial officers, accounting managers, senior finance officers, accountants, finance staff and 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 Istanbul, Vienna, Barcelona, Rome, Geneva, Madrid, London.
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).
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