---
title: Course Details
description: Gain essential skills for finance leadership in small businesses. Learn to manage systems, analyze data, and enhance team dynamics for effective performance and growth with this online course.
---

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### Send me the detailed curriculum

# Course Details (Click the + to see more details)

Learning Objectives

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

- Confidently transition into a finance leadership role in a commercial business
- Set up systems for email, time management, reporting, and recurring work
- Navigate small business dynamics, stakeholders, and leadership expectations
- Analyze data, create reports, and communicate insights clearly
- Implement process improvements using LEAN and no-code tools
- Build trust, delegate well, and grow your leadership identity
- Present yourself professionally in interviews and beyond

Module 1: Mastering Admin Foundations

*Build personal systems that make the chaos manageable.*

- Apply time-blocking, task reviews, and deep work habits
- Use Inbox Zero and email management tactics
- Organize files, knowledge, and systems from day one

Module 2: Setting Up Structure

*Create systems when no one else has.*

- Design effective meetings and decide when they’re needed
- Document repeatable finance and admin processes
- Build a scalable knowledge base & data room

Module 3: Onboarding & Understanding the Business

*Your first 30 days are your most valuable—don’t waste them.*

- Map internal relationships and understand roles
- Analyze risks, processes, and responsibilities
- Deliver your first reports aligned with leadership expectations

Module 4: Owning the Numbers

*Tell the story behind the numbers.*

- Understand how to report on revenue, costs, KPIs and OKRs
- Create reports that inform and persuade
- Run stakeholder walkthroughs and clarify financial context

Module 5: Creating Rhythm Through Recurring Work

*Become known for reliability and visibility.*

- Master recurring vs. project-based work
- Delegate effectively using checklists
- Build consistent reporting and task flows

Module 6: Continuous Improvement

*Stop firefighting—start improving.*

- Use best practice principles to find and fix inefficiencies
- Prioritize improvements using time/impact frameworks
- Develop a roadmap for smarter finance operations

Module 7: Delivering Projects That Matter

*Take initiative and create business value.*

- Prioritize, scope, and launch meaningful projects
- Gain buy-in through clear communication and rationale
- Use best practice methods to track and report progress

Module 8: Using & Presenting Data

*Go beyond Excel—become a storyteller with numbers.*

- Validate messy business data
- Analyze using practical formulas and statistics
- Present insights stakeholders can act on

Module 9: Embracing Technology

*Work smarter, not harder.*

- Audit current systems and tech stack
- Use no-code tools to automate processes
- Find, evaluate and implement new systems

Module 10: Building Your Team & Leadership Identity

*Think like a leader and build your team.*

- Hire and onboard well
- Delegate recurring work with clarity
- Build culture through systems and shared expectations

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