Building an Effective Finance Team
Assessing, Structuring, and Developing Your Finance Department
About This Course
Course Information
This CPD course will examine the steps to assess your finance function and what it could look like in the future to be more effective. It will be followed by what steps could be taken to achieve the desired future state.
Certificate on Completion
This course is made up of videos, questions and additional reading materials and accounts for 2 units of CPD. One unit is the equivalent of one hour of learning. A certificate will be issued once you have completed all 2 units.
Course Sections
This course is made up of the following sections:
- Building an Effective Finance Team – Part 1 (video)
- Building an Effective Finance Team – Part 1 (quiz)
- Building an Effective Finance Team – Part 2 (video)
- Building an Effective Finance Team – Part 2 (quiz)
What You Will Learn
- Assess the current state of a finance function by comparing it against a defined future-state profile
- Define the finance department's role, products, and services within the context of the broader organisation
- Identify low-value activities and reports that can be eliminated to free up team capacity
- Evaluate individual team members against a scorecard of experience, skills, and development potential
- Apply a structured approach to building an organisation chart based on required activities rather than existing personnel
- Describe the characteristics of a high-performing, customer-centric finance team
Who This Course Is For
- Finance managers responsible for structuring or reorganising their department
- Newly appointed heads of finance assessing an inherited team for the first time
- Senior accountants moving into a people-management role within a finance function
Prerequisites
- Working experience in a finance or accounting department
- No prior management training is required, though some supervisory experience is helpful
Frequently Asked Questions
Course Details
Pricing
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