In the world of accounting, data analysis is playing an increasingly important role in driving better decision making for clients. ACCA’s recent report on the future of professional accountants identified that ‘expert use of analytics will enable better and close to real time reporting, more predictive analysis and greater interconnectedness of financial and non-financial performance.’
The analyst can see beyond the past to explore the future world of the client in relation to growth, value, profit and cashflow. Being curious about the numbers can open up immense opportunities for you and your firm to add real value to clients.
Do you encourage your accountants and managers to look beyond the numbers?
What’s this course all about?
This eLearning course is designed to provide accountants, managers and partners with a step-by-step guide to understanding what lies behind the numbers so they can engage with their business clients in a more meaningful way. Client engagement and project management strategies are also discussed in detail. Each module includes clear learning objectives, recorded presentations, workbooks, support materials and assessment tasks.
Who’s it for?
This course is suitable for accountants, managers and partners who want to spend more time thinking beyond the numbers and engage their business clients in deeper and broader discussions about their financial future.
If you’re interested in this course, you might also be interested in Business Analytics for Bookkeepers – CLICK HERE to read more
This course consists of 8 modules:
1. The role of Business Analyst
- The journey from accountant to analyst and advisor
- Core roles and responsibilities of business analyst
- Where are you now and where do you want to go?
2. How to look beyond the numbers
- Core principles of financial analysis
- Key financial ratios for business health
- Understanding financial patterns and trends
3. Small business financial analysis
- How to identify underlying causes
- Business potential analysis
- Budgeting and forecasting essentials
4. Engaging the business client
- Options for the business health check
- Getting clients across the line
- The first 12 months of an advisory project
5. Key relationship management
- Keys to setting and managing expectations
- Preparing monthly and quarterly reports
- Running effective business meetings
6. Operational systems and tools
- Tools for business analysis and reporting
- How to add value to business reporting
- Principles of effective delegation and leverage
7. How to keep the business relationship alive
- A formal process for regular review and feedback
- Bringing new ideas and concepts into play
- Re-aligning the scope to new circumstances
8. Your professional development action plan
- Review of your personal SMART action list
- Development of a 12-month action plan
- Regular review and follow-up process
- Learners can complete courses at a place that suits them, within and outside work hours
- Each learner will have a dedicated login to give them personal access to their course
- Module material includes online presentations, workbooks, PowerPoint Slides, templates, scripts and articles
- All modules also incorporate formal qualitative assessment tasks that encourage learners to develop practical actions demonstrating understanding of the concepts
- All assessment tasks are scored, with directed feedback to learners on their response
- As the learner progresses, they develop their personal SMART action list to drive change
- Managers are able to see at a glance how their staff are progressing
- All learners have access to course content for 12 months following their enrolment
Our self-paced eLearning courses follow a 4-step process in relation to learning objectives:
All modules are structured with specific learning objectives and assessment tasks. Learners are expected to demonstrate that they understand learning objectives and can apply concepts through completion of the assessment tasks. A SMART action planning template is used to consolidate specific actions and to ensure that a timeframe for completion is established and followed. Regular review of progress is ensured through commitment to completing the course.
Business Analytics for Client Managers – From Accountant to Analyst and Advisor
Number of learnersPlease note:
After purchasing this course, you will receive a welcome email including an induction guide.
This guide provides instructions on how to enrol and commence the course.
If you are registering on behalf of others, the guide should be forwarded to them.
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