Advanced Finance Leadership

November 1, 2022 – November 29, 2022 | Virtual | Applications due October 20, 2022

Tuesdays from 2:00 pm – 3:30 pm ET

Designed for Finance Leaders, Open to Associate and Executive Members

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Overview

The Head of Finance is often the Jack-of-all-trades in an organization as it manages most, if not all, of the back office functions. In this role, you must understand operational accounting, corporate finance, and various ops functions as well as know how to build a world-class team.

This 4-week course is designed to help current Heads of Finance to “level up” across the role’s many facets and help you gain confidence in becoming a strategic and operational partner to the C-Suite.

Designer

Peter Nesbitt is COO at Teampay and 3 time head of finance at VC-backed SaaS startups. At each company, he was instrumental in (re)building the tech stack, implementing new processes, and hiring and developing teams. Additionally, he has helped raise >$100m of equity and debt capital and led a successful sell-side process at one of the companies.

Peter co-founded the FinOps Pavilion and regularly writes for Forbes on finance and ops topics. He recently launched a podcast, where he interviews CFOs on awkward conversations. In his most recent role, as Head of Finance at Teampay, a leading spend management software provider, he has been deeply involved in the future of technology for the CFO’s office. Before startup life, he worked in private equity at Carlyle and investment banking at Deutsche Bank. He also served in the US Army Intelligence Corps.

Information

About

This 4-week course is meant to help you level up across the four major fundamental areas of leading finance including operational accounting, corporate finance, managing various ops functions, and building your team.

Who Should Enroll

This course is designed for early to mid-career finance and accounting professionals who want to lead the finance department of an early-stage organization with at least 3 years of finance and/or accounting experience.

This course is also recommended for first or second-time Heads of Finance that are wanting a community of leaders in the same field that also lead the finance department at an early-stage organization.

Why Enroll

Heads of Finances are expected to be multifaceted even without having prior accounting, investment banking, and operational experience. But understanding these different areas including sourcing and hiring top talent is critical to your success in effectively leading the finance department.

Impact

By the end of this course you will have the knowledge and skills to be able to:

  • Better manage the month-end close process including paying vendors and employees as well as getting paid by customers in a timely manner
  • Set up financial models and reporting including an operating cadence around financial planning and budgeting that allows you to better track the business and finances
  • Partner with SalesOps and PeopleOps to build financial reporting and compliance
  • Structure a finance team including assigning key roles and responsibilities as well as structure your hiring and interviewing process to identify top talent

Curriculum

Session #1
Operational Accounting

November 1, 2022

By the end of this class, you will be able to:

  • Manage the month-end close process, even if part-time bookkeepers are doing your entries
  • Pay your vendors and employees
  • Get paid by your customers on time and report revenue accurately
  • Leverage technology to build stage appropriate stack
Session #2
Corporate Finance

November 8, 2022

By the end of this class, you will be able to:

  • Set up financial models and reporting (KPIs, Dashboards)
  • Set up an operating cadence around financial planning and budgeting
  • Effectively support management and manage the board including creating board decks and investor materials
Session #3
All About Ops

November 15, 2022

By the end of this class, you will be able to:

  • Partner with SalesOps to build the function assisting in creating accurate financial reporting
  • Partner with PeopleOps to help with financial reporting and ensure compliance
  • Manage tax, insurance, compliance, legal, treasury, corporate development, BizOps, strategy, and all the other functions you may need to manage as Head of Finance
Session #4
Building the Team

November 29, 2022

By the end of this class, you will be able to:

  • Structure a finance team including identifying and assigning key roles and responsibilities that make for a high-performing team
  • Look for the right experience, expertise, and characteristics when seeking top talent

Frequently Asked Questions

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