Course Overview
This program is designed to equip nance professionals with the knowledge and strategies to transform traditional, siloed nance operations into a digitally integrated, high-performing function.
Participants will explore modern work ow designs, collaboration techniques, and process automation concepts to streamline daily activities while improving accuracy, e ciency, and strategic impact.
The course emphasizes end-to-end process transformation, covering everything from transaction processing to real-time reporting and analytics. By reducing manual work and ine ciencies, nance teams will be empowered to focus on higher-value activities such as performance analysis, forecasting, and business partnering.
KEY FOCUS AREAS INCLUDE:
- Building a digitally connected nance ecosystem that links budgeting, reporting, and operational data for real-time insights.
- Designing work ows that break down silos and enable seamless collabora tion across teams and departments.
- Embedding governance, compliance, and audit readiness within automated processes for enhanced transparency and control.
- Preparing the nance function to act as a strategic advisor, delivering timely, data-driven insights to support executive decision-making.
- Identifying opportunities for continuous improvement to keep pace with evolving business needs and external regulations.
By the end of this program, participants will have a practical roadmap to modernize their nance departments, boost operational e ciency, and provide actionable insights that drive organizational growth and resilience in a rapidly changing business environment.
WHO SHOULD ATTEND
Finance managers, controllers, analysts, and senior nance leaders seeking to transform their department into a digital, collaborative, and data-driven unit.
LEARNING OUTCOMES
By the end of the program, participants will:
- Understand modern work ow structures for nance functions.
- Develop strategies for integrating digital tools and reporting systems.
- Design transparent and e cient processes for approvals and controls.
- Align nance processes with strategic business goals.
5-DAY PROGRAM AGENDA
DAY 1: FOUNDATIONS OF FINANCE DIGITAL
TRANSFORMATION
Main Topics:
1. Understanding the Modern Finance Function
- Evolution of nance from record-keeping to strategic driver.
- Key pain points in traditional nance departments.
- Digital transformation roadmap overview.
2. Core Concepts of Process Digitization
- Di erence between digitization, digitalization, and transformation.
- Identifying processes for automation vs. optimization.
- Key metrics for nance e ciency (cycle time, cost per transaction, error rates).
Subtopics:
- Role of nance in overall organizational strategy.
- Global trends shaping modern nance (compliance, analytics, AI).
- Real-world examples of successful digital nance transformations.
DAY 2: PROCESS MAPPING AND
WORKFLOW DESIGN
Main Topics:
1. Mapping the Finance Work ow
- Tools for visualizing processes (e.g., owcharts, swimlane diagrams).
- Identifying bottlenecks and ine ciencies.
- Cross-functional process mapping between nance, procurement, and operations.
2. Designing Scalable Work ows
- Approval hierarchies and segregation of duties.
- Work ow standardization vs. customization.
- Building controls into the work ow.
Subtopics:
- Examples of typical nance work ows (AP, AR, payroll, expense
management). - Key considerations for integrating regulatory and compliance steps into work ows.
- Hands-on mini-exercise: map a simple approval process.
DAY 3: AUTOMATION AND INTEGRATION
ACROSS FUNCTIONS
Main Topics:
1. Automation Fundamentals
- Types of automation: robotic process automation (RPA), rule-based, and AI-driven.
- Identifying processes most suitable for automation.
- Steps to pilot and scale automation.
2. System Integration for End-to-End E ciency
- Linking nance systems with HR, procurement, and sales data.
- Importance of data consistency and avoiding silos.
- Managing integration projects: stakeholders, timeline, risks.
Subtopics:
- Realistic examples of nance automation such as invoice processing and reconciliations.
- Discussion of risks like over-reliance on technology.
- Group activity: identify one process for automation in a hypothetical organization.
DAY 4: DATA-DRIVEN DECISION MAKING AND
ANALYTICS
Main Topics:
1. Building a Finance Analytics Culture
- Moving from backward-looking reports to predictive analytics.
- Essential KPIs for nance leaders.
- Role of dashboards and visualization tools.
2. Scenario Planning and Forecasting
- Using data to simulate business scenarios.
- Linking operational metrics to nancial performance.
- Hands-on demonstration with simple case study data.
Subtopics:
- How clean data drives accurate decision-making.
- Translating analytics into actionable decisions.
- Case discussion: comparing two forecasting approaches.
DAY 5: IMPLEMENTATION STRATEGY AND
CHANGE MANAGEMENT
Main Topics:
1. Strategic Roadmap for Digital Transformation
- Phased implementation: quick wins vs. long-term goals.
- Governance structures for ongoing success.
- Risk management and compliance considerations.
Managing People and Change
- Overcoming resistance to new tools and processes.
- Training and upskilling nance teams.
- Building a culture of innovation and accountability.
Subtopics:
- Role of leadership in driving transformation.
- Best practices for communicating change to stakeholders.
- Wrap-up workshop: participants create a basic roadmap for their
organization.
TRAINER’S PROFILE
With over 45 years of experience at the intersection of international Treasury and Investment Banking Consulting, Peter has developed a comprehensive and nuanced expertise across both conventional and Islamic treasury environ ments. His career has been marked by the development of advanced trading models that have become foundational to innovative trading strategies. Through detailed portfolio analysis, he has enhanced asset performance and brought precision to asset allocations.