Publication date : 02/02/2024
Course : Establish relevant and effective financial reportingto monitor and control financial performance
Practical course - 2d
- 14h00 - Ref. RFE
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 | Master the challenges of financial reporting |
| Identify the elements required for effective reporting |
| Identify or design relevant indicators for reporting |
| Implement a structured reporting approach |
| Analyze and explain discrepancies between budget and reporting |
Intended audience
Management controller, anyone in charge of updating financial, accounting or financial reporting, progressing to management controller or financial director.
Prerequisites
Good command of accounting and financial basics.
Practical details
Teaching methods
La formation inclut les fondamentaux, les exercices, les exemples de cas pratiques
Tour de table - questions / réponses et échanges d'expérience.
Course schedule
1 Master the general principles of reporting
- Understand the challenges of reporting.
- Identify objectives: financial performance control, decision-making tool, dialogue tool.
- Identify the various recipients and select the information to be communicated.
- Reporting players and their place in the finance function.
Hands-on work
Exchange practices, difficulties encountered, constraints and needs to set up or improve reporting.
2 Preparing and formalizing reporting: conditions for efficiency
- Reporting scope and methods (frequency, distribution, etc.).
- Determining the sources that will be used to guarantee data reliability and feed reporting.
- Identify the challenges involved in producing accurate information on time.
- Formatting and presentation of reporting.
Case study
Critical analysis of corporate reporting. Implementation of recommendations.
3 Structuring, preparing and mastering the elements of financial reporting
- Measurement of business levels, profitability and balance sheet structure.
- Identify the objectives, choice of content and indicators best suited to your business and strategy.
- Define the approach to be implemented and establish a balance between financial and non-financial indicators.
- Reconciling different needs.
- Qualitative elements of reporting: analyses, explanations, comments.
Hands-on work
Reflection on the relevance of the indicators monitored in relation to the company's strategy and defined objectives.
4 Budgetary and financial analysis
- Budget monitoring perimeters and applications in financial reporting.
- Budget analysis: margins, variance analysis, distinction between fixed and variable costs.
- Financial analysis: WCR, inventories, cash flow...
- Analysis of variances between budget and reporting. Implementation of corrective actions.
Hands-on work
Analysis and explanation of discrepancies between budget and reporting. Corrective action plan.
Customer reviews
5 / 5
Customer reviews are based on end-of-course evaluations. The score is calculated from all evaluations within the past year. Only reviews with a textual comment are displayed.
NATHALIE G.
19/05/25
5 / 5
The content was very dense but the course was too short, and the trainer was very attentive and educational.
PARTICIPANTS
Management controller, anyone in charge of updating financial, accounting or financial reporting, progressing to management controller or financial director.
PREREQUISITES
Good command of accounting and financial basics.
TRAINER QUALIFICATIONS
The experts leading the training are specialists in the covered subjects. They have been approved by our instructional teams for both their professional knowledge and their teaching ability, for each course they teach. They have at least five to ten years of experience in their field and hold (or have held) decision-making positions in companies.
ASSESSMENT TERMS
The trainer evaluates each participant’s academic progress throughout the training using multiple choice, scenarios, hands-on work and more.
Participants also complete a placement test before and after the course to measure the skills they’ve developed.
TERMS AND DEADLINES
Registration must be completed 24 hours before the start of the training.
ACCESSIBILITY FOR PEOPLE WITH DISABILITIES
Do you need special accessibility accommodations? Contact Mrs. Fosse, Disability Manager, at psh-accueil@orsys.fr to review your request and its feasibility.
Management controller, anyone in charge of updating financial, accounting or financial reporting, progressing to management controller or financial director.
PREREQUISITES
Good command of accounting and financial basics.
TRAINER QUALIFICATIONS
The experts leading the training are specialists in the covered subjects. They have been approved by our instructional teams for both their professional knowledge and their teaching ability, for each course they teach. They have at least five to ten years of experience in their field and hold (or have held) decision-making positions in companies.
ASSESSMENT TERMS
The trainer evaluates each participant’s academic progress throughout the training using multiple choice, scenarios, hands-on work and more.
Participants also complete a placement test before and after the course to measure the skills they’ve developed.
TEACHING AIDS AND TECHNICAL RESOURCES
• The main teaching aids and instructional methods used in the training are audiovisual aids, documentation and course material, hands-on application exercises and corrected exercises for practical training courses, case studies and coverage of real cases for training seminars.
• At the end of each course or seminar, ORSYS provides participants with a course evaluation questionnaire that is analysed by our instructional teams.
• A check-in sheet for each half-day of attendance is provided at the end of the training, along with a course completion certificate if the trainee attended the entire session.
• The main teaching aids and instructional methods used in the training are audiovisual aids, documentation and course material, hands-on application exercises and corrected exercises for practical training courses, case studies and coverage of real cases for training seminars.
• At the end of each course or seminar, ORSYS provides participants with a course evaluation questionnaire that is analysed by our instructional teams.
• A check-in sheet for each half-day of attendance is provided at the end of the training, along with a course completion certificate if the trainee attended the entire session.
TERMS AND DEADLINES
Registration must be completed 24 hours before the start of the training.
ACCESSIBILITY FOR PEOPLE WITH DISABILITIES
Do you need special accessibility accommodations? Contact Mrs. Fosse, Disability Manager, at psh-accueil@orsys.fr to review your request and its feasibility.
Dates and locations
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Remote class
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