Client stories

A Local Council underwent significant restructure which resulted in a need to provide formal training to managers that had budgetary responsibilities, in order to increase their skills and knowledge of general accounting theory as well as council specific processes.

A national firm wanted to enhance the financial literacy skills of their junior and middle level lawyers to enable them to relate more confidently to their clients' finances. The program was to be rolled out nationally. The client had unsuccessfully engaged 2 other finance training providers before they engaged Financial Training Australia.

A large hospital group based in Victoria identified a need to raise the financial skills of their Nurse Unit Managers and other managers to manage their cost centre budgets more effectively.

We won a tender to carry out a Training Needs Analysis and design a 2-day program on Finance Management for the top 265 senior managers, both academic and non-academic, of one of Australia's largest universities.

A national company with a branch network wanted to improve the financial understanding and business planning skills of their branch managers. This program needed to be rolled out across each region in Australia.

We were initially engaged to design and run financial training for middle to senior managers of this client and then were re-engaged in 2014 to run training for their senior managers. The most recent brief covered providing general knowledge on Finance to increase the business savviness / acumen of their leaders and the ability to understand the financial analysis required to put up a compelling business case, understanding the financial KPIs that are linked to rewards like EVA, RSP, PCP etc. and how leaders can translate these to operational KPIs

To improve the financial literacy skills of the senior management team of the Victorian part of a national charity. To further assist the CEO with coaching.

To improve the financial literacy skills of the senior management team of this rapidly growing company so that they could take on more budgetary responsibility.

The CFO wanted his finance team to become ‘Indispensable Business Partners‘ to demonstrate more value add and in recognition of the changing role of Finance. The assignment was specifically about improving the quality of the monthly commercial commentary on the monthly business performance.

To improve the instructional design of an Operational Finance workshop to be delivered internally.

Financial Acumen Training for their Sales and Pre sales teams to enable them to more confidently engage with the C-Suite and fully understand the financial impact of their proposed solutions, in particular, the impact of moving from on-prem to off-prem.

Financial Acumen Training for their Investment Managers to enable them to read the financial statements of the businesses whom they are supporting in applying for grants.