Course ID: MMFC

Modernizing the Monthly Financial Close

Discover a transformative approach to revolutionize your monthly financial close process through this dynamic course, which will empower finance professionals to conquer the complexities of financial closing with confidence. This immersive learning experience is meant to provide the strategies needed to not only overcome challenges but also uncover untapped opportunities within your monthly close and consolidation. Guided by industry experts, this course delves into the intricacies of pre-close planning, understanding the pivotal role it plays in the overall efficiency of the process. By utilizing cutting-edge software solutions from Oracle and OneStream, you’ll optimize every facet of your financial close and reporting cycle, enhancing accuracy and saving valuable time.


Learning Objectives

1. Determine a pre-close planning strategy
2. Gain awareness of the challenges being faced by organizations which may disrupt the monthly close and consolidation process
3. Identify areas of improvement for the monthly close and consolidation
4. Establish a post close reporting strategy


Major Topics

1. Explore opportunities to streamline your close and consolidation process
2. Optimize the end to end close and reporting cycle utilizing best in class software from Oracle and OneStream
3. Reexamine the company’s existing close process to ultimately establish the organization’s future state vision.


Who Should Attend

This course is specifically tailored for senior finance leaders, including CFOs, finance directors, controllers, and other top-level executives in the finance and accounting field. It is designed for individuals who are responsible for overseeing finance operations, driving financial strategy, and leading transformation initiatives within their organizations.


Fields of Study
Computer Software & Applications

Prerequisites

Understanding and experience in monthly financial close


Provider
Business Learning Institute

CPE Credits
4.0

Level
Intermediate

This course is available for your group as:

 

Let's Roll!

To learn more or customize this course for your group, complete this form and a BLI team member will get back with you shortly.


Or, contact BLI: or team@blionline.org
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