Turn CMA technology and analytics topics into practical patterns for planning systems and performance insights.
💻 Systems literacy: Understand how accounting, planning and performance systems fit together and show up in CMA questions.
👥 Better collaboration: Speak confidently with IT, data and operations teams about system changes and analytics projects.
✅ Trusted numbers: Support data governance and analytics practices that improve the reliability and usefulness of planning and performance information.
FP&A analysts and controllers who rely on ERP, planning and BI systems to run budgeting, forecasting and performance reporting.
Finance managers and CMA candidates sponsoring or contributing to analytics, automation and finance transformation initiatives.
Knowledge: Familiarity with your organization’s core finance systems and basic data concepts.
Tools: Access to at least one planning or reporting system plus a spreadsheet and visualization tool (for example Excel, Power BI).
Explain the roles of accounting, ERP and performance management systems in planning and controlling work.
Assess data governance policies and controls relevant to finance.
Identify technology enabled finance transformation tools and their implications.
Apply basic data analytics and visualization ideas to performance questions.
Eligibility: currently not eligible
Watch time: about 2.5 hours
Total learning: about 5 hours
Estimated credits: 3.0