Transforming Finance Professionals into Business Leaders
By Bryan Ng
A Must Know for all New Edge Finance Professionals
Target Audience: Chief Financial Controller, Financial Controller, Finance Leader, Accountant, Finance Manager, Finance Analyst, Public Practice, Accounting Professional, Accounts Supervisor
Economic upheaval has made many business leaders place an increased emphasis on recruiting finance professionals who can function as fully integrated finance leaders in the business, providing strategic insight and cooperating with other departments to ensure the long term financial stability of the company.
However, the mistake too many companies make is simply to re-draw organisation charts, change the designation into a fanciful name and expect a conventional Accountant /Finance manager to transform overnight. By merely re-appointing and re-branding traditional accounting and finance background managers to become business partners and tell them to get more involved in the business without defining in detail WHAT are the expectations from the Top, WHICH business decisions to focus on, and HOW they should work with their business colleagues will only create confusion and more frustrations within the organisation.
Your starting point should always be to understand where you honestly stand today, in the eyes of your business leaders. What values are you to your organisation and which role does the Top management expect you to play today, what mindset and skill set you need to possess to be effective at this new role.
Transforming the role of Finance to become strategic business partners is a change journey that takes time and requires improvements across several dimensions:
1. Business Acumen & Finance Leadership: The ability to understand business dynamic, the ability to gain trust, respect from others, providing positive hope and directions on overcoming business challenges even in the most difficult time.
2. Financial & Management Accounting Mastery: The ability to use quick & effective financial and management techniques and toolkits in performing quick what-if analysis & forecast for effective management decision making.
3. Excel and Powerpoint Skills: The ability to creatively integrate Excel functions to prepare various forecast and dashboard allowing quick what-if analysis; The ability to leverage on Powerpoint to create clear, impressive slides during presentation.
4. Engagement and Communication: The ability to convert technical language into clear and simple-to-understand layman language for top executives for better decision making while engaging the team in driving better business results.
Depending on what you need, we would recommend that you look into the following topics:
| COMPETENCIES | TRAINING TOPICS | DURATION | KEY LEARNING |
| Business Acumen & Finance Leadership | Transform to Perform for Finance Leaders | 1 Day | Mindset change program aim to transform the mindset of a Finance Leader |
| Financial & Management Accounting Mastery | Financial Analysis & Decision Making for Accountants | 1 Day | Revisit key management concepts, ratios and strategies in decision making |
| Excel & Powerpoint Skills | Automating Financial Functions for Data Analysis & Decision Making | 2 Days | Learn tips and tricks in various Excel functions in preparing financial analysis |
| Engagement, Communication & Presentation | The Bridge : Applied Psychology in Effective Communication Skills | 1 Day | Master the fundamentals in Communication Skills |
| Impactful Presentation with Powerpoint: The 3C Principles | 1 Day | Learn to build an effective case for presentation using speech and slides | |
| COMPETENCIES | TRAINING THEMES | DURATION | KEY LEARNING |
| Business Acumen & Finance Leadership | Leadership Enhancement Program Series (LEP) | 6 Days | Learn critical leadership skillsets to be a true leader |
| Financial & Management Accounting Mastery | Finance for Non Finance Manager Series (FNF) | 3 Days | Revisit fundamental accounting concepts |
| Excel & Powerpoint Skills | Financial Model & Dashboard Reporting Series (FMD) | 6 Days | Learn to build interactive financial models and dashboards for decision making |
| Engagement, Communication & Presentation | Communication, Engagement & Presentation Series (CEP) | 3 Days | Master Advance communication in engaging and influencing others |
Leadership Program
We provide many pre and post training supports, from personality test to follow through coaching to help participants to better internalise the change
From Training to learning transfer!
Pre/Post Training Support
Excel Program
We provide both pre and post training supports to help participants to effectively create reports and model that allow what if analysis and drive efficiency
From Training to learning transfer!