About the Finance Function training

Warren Buffett has some famous financial advice—“Rule number 1: Never lose money. Rule number 2: Never forget rule number 1.” It sounds simple, but finance leaders like CFOs and Finance VPs know the reality is much more complex. Finance as an enterprise function is about maintaining a company's financial health while balancing three key goals: profitability, liquidity, and a strong balance sheet. Each of these requires careful management and collaboration across the organization. In this primer, we’ll break down the essentials of running a large-scale finance function, including the key activities, roles, metrics, and technologies that support it all.

Audience

This course is designed specifically for our sales professionals to deepen their understanding of large-scale finance operations and gain insights into the inner workings that drive financial success. By grasping the fundamentals of finance functions—such as key activities, roles, metrics, and technologies—you’ll be equipped to engage more effectively with finance stakeholders, anticipate their needs, and position solutions with greater relevance. With a clearer view of how finance operates at scale, you’ll enhance your ability to create value in conversations, align on objectives, and ultimately support our clients and organization in achieving strategic financial outcomes.

Learning objectives

At the end of this course, you will learn:

· What are the key activities that the finance function is responsible for?

· Who are the key teams and leaders in the finance function?

· What are the key KPIs that measure the performance of the finance function?

· What are some important finance-related technology solutions?