2019 - 4-hr Virtual Seminar: Financial Controller Job - Roles, Responsibilities and Skills for Success

Session 1:
Roles and responsibilities of the controller – All companies are not alike. How to fit the role of controller to the company.
Controller vs. treasurer, CFO, and financial analyst - How many shoes must you fill: flexing your role.
Skills possessed by successful controllers – What other controllers want to tell you.
Effective leadership – Key skills, the absence of which could be terminal.
Proven management tools – Clear instructions, balanced reviews, resolving conflict, best motivators.
Partnering with your boss – Providing the assurance that you have things under control and are keeping them informed.
Session 2:
Technical tools – Forecasting, reporting, analytics.
Managing the budgeting process – Discover best practices for working with departmental and business unit leadership to develop believable and achievable operational and capital expenditure plans.
Preparing believable forecasts – Receive a checklist of best practices in financial modeling; introduction to Excel’s best sensitivity tools.
Performing effective financial analysis – Test drive an Excel model containing horizontal, vertical and ratio analysis of the income statement, balance sheet, and cash flow statement. Bonus: Receive a copy of this model for later use.
Managing regulatory audits – Being supportive while appropriately managing regulator’s access to information
Managing financial audits – how your approach must differ from regulatory audits