Stepping up as your company's controller comes with its unique set of skills- requiring you to master financial accountability and reporting, while stepping up to a leadership role. Mastering the right financial tools for forecasting, reporting and analyzing your company's business are keys to your success. Do you have what it takes to step up and become a controller? Join us for this 4-part, live instructor-led training that will examine the roles and responsibilities of the controller in today's environment, and provide you with the technical tools needed to succeed, including:
What it takes to become a successful controller: Where to start, what to do
How to become a key financial advisor in your company's business decisions
Critical skills to apply for effective forecasting, reporting and analytics
Essential strategies for financial reporting and benchmarking
Effective tools for communicate with senior leadership and other key partners
How to apply strategic excel functionality to achieve financial modeling success
Bonus: Includes financial modeling checklist & sample Excel models to use!
Roles & Responsibilities of the Controller: All Companies are Not the Same (Day 1, Pt.1)
What other controllers want to tell you: Learn from the pros
Controller vs. the roles of Treasurer, CFO, & Financial Analyst - Key differences
Flexing your role: Conquering the primary duties & responsibilities
Effective leadership: How to advance in this powerful role
Strategies to tweak and fit the role of the controller to your company
Technical Tools: Forecasting, Reporting, and Analytics (Day 1, Pt. 2)
Forecasting techniques: Best practices for reporting your data
Reporting: Compliance and reporting issues you need to follow
Analytics: Key performance tools that you need to succeed
Financial modeling: How to utilize all of Excel's powerful tools3
Presenting your work: Gain an advantage using effective presentation
Proven Management Tools: Become an Effective Controller and Leader (Day 2, Pt. 1)
Develop credible and achievable operational and capital expenditure plans
Managing the budgeting process: How to control company costs
Getting the information you need: Working with outside departments & units
Forecasts that stick: Best practices for accurate financial modeling
Partnering with your boss: Tools to ensure proper team balance
How to Perform Effective Financial Analysis: Working with Excel Models (Day 2, Pt. 2)
Financial reporting: Best practices in reporting the financial results of operations
Enhance your knowledge skills: Research tools for the busy controller
How to benchmark financial results: Analyze in-house and competitor data
Introduction to Excel's best sensitivity tools to use in your role
Test drive an Excel model containing horizontal, vertical, and ratio analysis
Live Question & Answer Session - Have your questions answered by the expert!
About The Speaker
Miles Hutchinson is a CGMA and experienced businessman.
He has been an auditor with PriceWaterhouseCoopers and the Chief Financial Officer of a $1 billion real estate development company.
Miles is a professional speaker and consultant, who has presented over 2,000 seminars and training sessions on a myriad of business and financial topics, like financial analysis and modeling, accounting, strategic planning, and compliance with the Sarbanes-Oxley Act.
Miles is recognized as an expert in payroll and sales & use tax, as well as financial modeling & analysis, business strategy and communications.
He is the author of several useful accounting and tax tools available at www.soxpolicies.com and www.salestaxadvisor.com. Please visit his websites to see how you can further benefit from his expertise.
During this jam packed, two-day webinar series, you will discover everything you need to know about successfully transitioning to the Controllership position within your organization.