Performance Management & Financial Reporting

Develop meaningful performance metrics and reporting that drives organisational success.

What is this course about?

Effective performance management relies on finance professionals who can go beyond producing reports to create metrics that genuinely drive behaviour and organisational outcomes. Too often, KPIs and dashboards fail to connect financial results to strategic priorities in a way that stakeholders find useful or actionable.

This course shows you how to develop meaningful performance metrics, build balanced scorecards and clear performance dashboards, apply recognised financial reporting standards, and communicate results to stakeholders with compelling, concise narratives. You will leave with practical tools to transform your organisation’s performance reporting from a compliance exercise into a genuine driver of improvement.

This course is part of our full range of financial training courses – explore the complete programme to find the right development for you and your team.

Who is this course for?

This course is designed for finance professionals responsible for performance reporting and management information. It is also suitable for:

Finance business partners who want to develop more impactful KPIs and dashboards
Management accountants producing regular performance reports
Finance managers who want to improve how performance is communicated across the organisation
Any finance professional looking to make their reporting more strategic and decision-focused

What you'll gain from this course

By the end of this session, delegates will be able to:

Design meaningful KPIs that are aligned to organisational strategy and priorities
Build balanced scorecards and performance dashboards that stakeholders actually use
Apply recognised financial reporting standards to management information
Communicate performance results with compelling, action-oriented narratives
Identify gaps between what is being measured and what actually drives performance
Present performance data in a way that stimulates discussion and drives decisions

This course sits within our broader financial training courses – browse the full range to build a complete development pathway for your organisation.
Remember, all sessions include:

4 weeks of follow-up email refreshers to further embed the learning
CPD points as an independently accredited Provider of Training Excellence

Course Reviews

Excellent course! The practical frameworks and templates we received have transformed how we approach our work. The instructor's real-world experience really came through.

Helen, Finance Manager, Cardiff

Clear, practical techniques we could apply immediately. Exactly what our team needed.

Paul, Senior Financial Analyst, Birmingham

Why Choose Us?

Qualified trainers

All our instructors are fully qualified accountants, experienced to Finance Director or equivalent level.

Proven success

Our techniques have helped propel countless finance professionals to the next level of their career.

Follow-up support

All sessions include 4 weeks of follow-up email refreshers to further embed the learning.

Trusted by industry experts

Book this course

Ready to transform your performance reporting with Finance Training Academy? We’re here to help you build metrics and dashboards that drive real organisational impact. Book this course today to get started.