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Course Details

Learning Objectives

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

  • Confidently transition into a finance leadership role in a small 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 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