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Finance & Accounting

Financial Close Acceleration and Reporting Automation

Many finance teams still need two or three weeks to close the books, leaving little time for analysis. This course shows how leading organisations close in days by redesigning the close calendar, standardising reconciliations, reducing manual journals and using automation and reporting tools. Participants map their own close process and leave with a practical acceleration plan.

5 days Classroom or live online English
Smart Horizon Certified - Global Leadership Consultants
Take the course details with you.

Download the full standard outline: why attend, methodology, objectives, audience, competencies, the daily outline and current plans.

Download course PDF
Why attend

From knowledge to real-world impact.

A faster, cleaner close frees finance to support decisions instead of chasing numbers. You will learn proven techniques to remove bottlenecks, improve accuracy and introduce automation without losing control.

Workplace challenges

Professional Problems This Course Is Designed to Solve

The programme explores practical approaches to the following challenges. Results depend on how the learning is applied in your organisation.

  • Difficulty translating subject knowledge into practical workplace decisions.
  • Inconsistent approaches to the activities covered in the course outline.
  • Lack of a structured plan for applying and reviewing new skills.
Course methodology

How you will learn.

Participants map their current close, analyse bottlenecks in groups, review automation demonstrations, benchmark against good practice and build a close improvement roadmap.

Course objectives

What you'll take away.

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

  • Map the end-to-end financial close and identify bottlenecks
  • Design a close calendar with clear ownership and deadlines
  • Standardise reconciliations and journal processes
  • Apply automation and robotic tools to repetitive close tasks
  • Strengthen controls while reducing cycle time
  • Build a roadmap for continuous close improvement
Target audience

Who should attend.

This course is suitable for:

  • Financial controllers and finance managers
  • Group reporting and consolidation teams
  • Accounting team leaders
  • Finance transformation professionals
  • Internal auditors reviewing the close
  • Shared service centre managers
Target competencies

Capabilities you will build.

Participants will develop competencies in:

  • Process mapping
  • Close management
  • Finance automation
  • Control design
  • Continuous improvement
Course outline

Your learning journey.

A focused, practical outline with time to explore, apply and reflect.

Day 1Understanding the Close

  1. 09:00–09:54Components of the month-end and year-end close
  2. 09:54–10:48Common causes of delay and error
  3. 10:48–11:00Measuring close performance
  4. 11:00–11:30Coffee break
  5. 11:30–12:12Measuring close performance (continued)
  6. 12:12–13:06Benchmarking against leading practice
  7. 13:06–14:00Exercise: mapping your close

Day 2Redesigning the Close Calendar

  1. 09:00–09:54Day-by-day close planning
  2. 09:54–10:48Pre-close and soft-close techniques
  3. 10:48–11:00Ownership, hand-offs and dependencies
  4. 11:00–11:30Coffee break
  5. 11:30–12:12Ownership, hand-offs and dependencies (continued)
  6. 12:12–13:06Materiality and estimation policies
  7. 13:06–14:00Workshop: building a close calendar

Day 3Reconciliations and Journals

  1. 09:00–09:54Account reconciliation standards
  2. 09:54–10:48Risk-based reconciliation frequency
  3. 10:48–11:00Reducing manual and recurring journals
  4. 11:00–11:30Coffee break
  5. 11:30–12:12Reducing manual and recurring journals (continued)
  6. 12:12–13:06Intercompany matching and settlement
  7. 13:06–14:00Exercise: reconciliation policy design

Day 4Automation and Tools

  1. 09:00–09:54Close management software
  2. 09:54–10:48Robotic process automation in finance
  3. 10:48–11:00Automated consolidation and reporting
  4. 11:00–11:30Coffee break
  5. 11:30–12:12Automated consolidation and reporting (continued)
  6. 12:12–13:06Data quality and system integration
  7. 13:06–14:00Demonstration: automated reporting pack

Day 5Control and Sustainability

  1. 09:00–09:54Keeping controls strong at speed
  2. 09:54–10:48Close dashboards and KPIs
  3. 10:48–11:00Change management for finance teams
  4. 11:00–11:30Coffee break
  5. 11:30–12:12Change management for finance teams (continued)
  6. 12:12–13:06Continuous improvement routines
  7. 13:06–14:00Personal close acceleration roadmap

The timings provided are estimates and may vary depending on the number of participants and the discussions taking place during the sessions. They are indicative only and do not constitute a binding commitment.

Dates & venues

Find a session that works for you.

Confirmed dates accept registration requests. Tentative dates are enquiry only.

London 9 Nov - 13 Nov 2026
Confirmed dates
£2,450.-Register
Online Live virtual classroom 9 Nov - 13 Nov 2026
Confirmed dates
£1,250.-Register
Kuala Lumpur 23 Nov - 27 Nov 2026
Confirmed dates
£1,450.-Register
Online Live virtual classroom 23 Nov - 27 Nov 2026
Confirmed dates
£1,250.-Register
Istanbul 14 Dec - 18 Dec 2026
Confirmed dates
£2,650.-Register
Online Live virtual classroom 14 Dec - 18 Dec 2026
Confirmed dates
£1,250.-Register
Barcelona 18 Jan - 22 Jan 2027
Confirmed dates
£2,840.-Register
Online Live virtual classroom 18 Jan - 22 Jan 2027
Confirmed dates
£1,250.-Register
Paris 8 Feb - 12 Feb 2027
Confirmed dates
£2,860.-Register
Online Live virtual classroom 8 Feb - 12 Feb 2027
Confirmed dates
£1,250.-Register
Frankfurt 1 Mar - 5 Mar 2027
Confirmed dates
£2,650.-Register
Online Live virtual classroom 1 Mar - 5 Mar 2027
Confirmed dates
£1,250.-Register
Vienna 15 Mar - 19 Mar 2027
Confirmed dates
£2,940.-Register
Online Live virtual classroom 15 Mar - 19 Mar 2027
Confirmed dates
£1,250.-Register
Cape Town 5 Apr - 9 Apr 2027
Confirmed dates
£1,890.-Register
Online Live virtual classroom 5 Apr - 9 Apr 2027
Confirmed dates
£1,250.-Register
Dubai 26 Apr - 30 Apr 2027
Confirmed dates
£3,150.-Register
Online Live virtual classroom 26 Apr - 30 Apr 2027
Confirmed dates
£1,250.-Register
Cape Town 17 May - 21 May 2027
Confirmed dates
£1,890.-Register
Online Live virtual classroom 17 May - 21 May 2027
Confirmed dates
£1,250.-Register
Rome 7 Jun - 11 Jun 2027
Confirmed dates
£2,450.-Register
Online Live virtual classroom 7 Jun - 11 Jun 2027
Confirmed dates
£1,250.-Register
Amsterdam 21 Jun - 25 Jun 2027
Confirmed dates
£2,540.-Register
Online Live virtual classroom 21 Jun - 25 Jun 2027
Confirmed dates
£1,250.-Register
Rome 12 Jul - 16 Jul 2027
Confirmed dates
£2,450.-Register
Online Live virtual classroom 12 Jul - 16 Jul 2027
Confirmed dates
£1,250.-Register
Dubai 2 Aug - 6 Aug 2027
Confirmed dates
£3,150.-Register
Online Live virtual classroom 2 Aug - 6 Aug 2027
Confirmed dates
£1,250.-Register
London 23 Aug - 27 Aug 2027
Confirmed dates
£2,450.-Register
Online Live virtual classroom 23 Aug - 27 Aug 2027
Confirmed dates
£1,250.-Register
Cape Town 13 Sept - 17 Sept 2027
Confirmed dates
£1,890.-Register
Online Live virtual classroom 13 Sept - 17 Sept 2027
Confirmed dates
£1,250.-Register
Dubai 27 Sept - 1 Oct 2027
Confirmed dates
£3,150.-Register
Online Live virtual classroom 27 Sept - 1 Oct 2027
Confirmed dates
£1,250.-Register
Barcelona 18 Oct - 22 Oct 2027
Confirmed dates
£2,840.-Register
Online Live virtual classroom 18 Oct - 22 Oct 2027
Confirmed dates
£1,250.-Register
Rome 8 Nov - 12 Nov 2027
Confirmed dates
£2,450.-Register
Online Live virtual classroom 8 Nov - 12 Nov 2027
Confirmed dates
£1,250.-Register
Vienna 29 Nov - 3 Dec 2027
Confirmed dates
£2,940.-Register
Online Live virtual classroom 29 Nov - 3 Dec 2027
Confirmed dates
£1,250.-Register

Good to know

A few things to know.

How is the course delivered?

Our classroom programmes combine facilitated discussion, case studies, exercises and reflection. The precise format will be confirmed before enrolment.

Can you deliver this programme for our team?

Yes, you can enquire about a tailored programme. Share your goals, group size and preferred dates with our learning team.

Will I receive a certificate?

Participants who complete the programme receive a Smart Horizon UK certificate of attendance. Smart Horizon UK programmes are not externally accredited and do not award a professional qualification, licence or designation. Where a course title or outline refers to a professional certification (for example, AACE International's Certified Cost Professional), the programme supports learning and preparation only; the credential itself is awarded solely by the relevant professional body under its own application and examination requirements.

What should I confirm before booking travel?

Please confirm the session, exact venue, accessibility arrangements, fees and any visa requirements with the team before arranging travel. Tentative dates are not confirmed sessions.

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