Understand how planning, reporting, and decision forums fit together. Know what good looks like, who owns what, and why today.
🧭 Role clarity: Know what each cycle is for and what good outputs look like.
🤝 Cleaner handoffs: Coordinate with partners using shared expectations and a common cycle map.
🏢 Faster cycles: Reduce early mistakes and rework so reviews focus on decisions.
Junior controller and FP&A analyst starting budgeting, forecasting, or monthly reporting for a small scope.
Cost accountant or plant controller changing scope who wants a fast map of cycles and deliverables.
Knowledge: Basic familiarity with financial statements and common P&L terms.
Tools: Spreadsheet tool and access to a recent performance pack or dashboard for your scope.
Map the main planning and performance cycles at work.
Identify owners for key outputs across common finance roles.
Connect your deliverables to decisions for your scope.
Prioritize learning topics that reduce rework and confusion.
Eligibility: not eligible - introductory only
Watch time: about 1 hour
Total learning: about 1.5 hours
Estimated credits: 0
In this module, you will get oriented on what controlling is, why it exists, and how it creates value in real decisions (close, outlook, budget, business reviews). You will clarify where the controller fits in the finance ecosystem, including clear boundaries vs accounting and FP&A, plus the handoffs that most often create rework. You will finish by mapping how the year runs for your scope and defining what “good” looks like for one core deliverable.