Core Objective:

Explore Your Career Path and Build a Strong Foundation

This course is designed to help you explore and navigate diverse career paths within financial operations, accounting, and management. You’ll build a solid foundation in essential concepts and skills that are critical in Financial Operations. The session will focus on the practical knowledge needed to succeed, providing a roadmap to guide your career choices and preparing you to take on challenges in Financial Operations roles.

Ideal Audience:

• Entry-Level Professionals – Those looking to start their careers in financial operations, focusing on core financial transaction processes like accounts payable, accounts receivable, and general ledger.
• ERP Professionals – Individuals seeking to explore new roles and responsibilities within the Financial ERP landscape.
• Aspiring Financial ERP Analysts – Professionals aiming to begin a career in Financial ERP consulting and operations.
• Key Executives in Financial Operations – Leaders interested in understanding foundational financial processes to drive strategic financial operations.

Course Objectives:

• Understand Core Principles in Financial Operations Management: Gain an overview of the fundamental principles that form the basis of financial operations management.
• Identify Key Financial Processes in ERP Systems: Learn the essential processes, such as accounts payable, accounts receivable, general ledger, and month-end closing, that are critical in financial operations.
• Learn the Knowledge Needed for Effective Financial Decision-Making: Understand the key tools and methods required to make data-driven financial decisions, even without hands-on experience.
• Prepare for Career Growth in Financial Operations: Build a roadmap for career advancement, focusing on the essential skills and knowledge required for entry-level roles and future progression in financial operations.

Topics Covered:

• Introduction to Financial Operations Management and Analysis
  An overview of financial operations management, its key role in maintaining organizational financial health, and the critical tasks involved in effective financial operations.
• Understanding Key Financial Operations Activities
  Explanation of essential financial processes such as accounts payable, accounts receivable, general ledger management, period-end closing, financial reporting, and audit preparation, and how each contributes to smooth financial operations.
• Operational Planning and Management in Financial Operations
  Core concepts for developing and managing financial operational plans, including transaction management and monthly or quarterly reporting.
• Modern Financial Operations Management Strategies
  A look at current strategies for optimizing financial operations, focusing on technology integration, automation of transactions, and streamlining operational processes.
• ERP Tools and Techniques for Financial Operations
  Introduction to key ERP systems (like Oracle or SAP) and methods used for managing financial transactions, optimizing process efficiency, and ensuring compliance across various financial operations functions.
• Expectations for Various Roles in Financial Operations
  Overview of roles like Accounts Payable Accountant, ERP Analyst, Financial Close Executive, and General Ledger Specialist, emphasizing their responsibilities and key skills in managing financial transactions and reporting.
• Building Your Learning Path in Financial Operations
  Guidance on the specific skills and knowledge needed to succeed in entry-level financial operations roles, setting a foundation for future career growth in financial operations.
• Planning Your Career Path in Financial Operations Management
  Insights into career growth and advancement in the field of financial operations, with an emphasis on various roles within financial transaction management and ERP system expertise.

Target Audience "Roles":

• Implementers: Professionals responsible for executing day-to-day financial transaction operations and ensuring the accuracy and efficiency of processes like accounts payable/receivable, general ledger, and period-end close.
• Analysts: Individuals focused on analyzing financial data, preparing reports, and contributing to the optimization of financial transaction systems and processes.
• Power Users: Advanced users of financial ERP tools, optimizing financial transactions and reports within ERP systems like Oracle or SAP.
• Strategic Planners: Professionals responsible for operational and financial planning, overseeing processes such as budgeting, reporting, and ensuring effective month-end close procedures.
• Risk Managers: Individuals identifying and managing risks associated with financial transactions, helping the organization stay compliant and financially healthy.
• Compliance Officers: Ensuring financial transaction processes adhere to regulatory standards, audit requirements, and organizational policies.

Course Format:

• Live Expert-Led Sessions: Interactive sessions led by industry professionals with hands-on experience in financial operations and ERP systems.
• No Pre-Recorded Content: All training is conducted live to ensure real-time engagement and personalized feedback.
• Core Industry Insights: Industry-specific knowledge on the financial operations landscape, helping participants understand the operational nuances and challenges.

Benefits to You:

• Career Clarity: Gain a clear understanding of the diverse roles within financial operations and how to chart your path forward.
• Solid Foundation: Establish a strong understanding of core financial transaction processes, preparing you for entry-level positions in financial operations.
• Certification: Receive a certificate that validates your knowledge of financial operations, preparing you for career progression in the industry.
• Direct Insights: Engage directly with financial operations experts to receive valuable, real-world career insights.

Learning Outcomes:

• Understand the key financial transaction processes and their roles in financial operations.
• Learn how to manage operational financial tasks such as month-end close, transaction processing, and reporting.
• Get an introduction to the ERP tools used to streamline and manage financial transactions efficiently.
• Build a career roadmap tailored to entry-level financial operations roles and beyond.

Laying the Foundation for These Positions:

• Accounts Payable Accountant
• Accounts Receivable Accountant
• General Ledger Specialist
• ERP Analyst
• R2R Operations Analyst
• Financial Close Executive
• Transaction Process Analyst
• Financial Reporting Analyst
• Compliance Officer
• Treasury Operations Manager