Five-day professional program. Approximately 25-30 training hours. Final agenda, language and delivery arrangements are confirmed in the proposal.

Course Overview

Improve financial data consistency through structured checks and exception resolution.

This proposed five-day program develops a structured approach through case analysis, facilitated discussion and practical working documents. Participants adapt the learning to their organizational context and produce a final financial data quality and reconciliation plan.

Learning Outcomes

Assess data sources and quality requirements.

Evaluate reconciliation scope and matching logic.

Apply a structured approach to exceptions, investigation and ownership.

Develop recommendations for quality reporting and preventive actions.

Prepare and present a financial data quality and reconciliation plan.

Who Should Attend

Finance professionals, budget owners, business analysts and departmental managers.

Relevant professional experience is recommended. Participant responsibilities and prerequisite knowledge are reviewed during scoping.

Training Methodology

Facilitated discussion, worked examples, anonymized case analysis, practical workshops, peer feedback and an applied final assignment.

Learning assessment may include a baseline discussion, review of working documents and a final presentation. Completion requirements are confirmed in the proposal.

Course Tools and Templates

Data sources and quality requirements working brief – proposed exercise document.

Reconciliation scope and matching logic working brief – proposed exercise document.

Exceptions, investigation and ownership working brief – proposed exercise document.

Quality reporting and preventive actions working brief – proposed exercise document.

Financial data quality and reconciliation plan – proposed exercise document.

Delivery Requirements

Classroom, live online and in-house formats can be arranged by agreement. Venue, platform, language, timetable, trainer and materials are confirmed in writing.

A laptop may be needed for planning and analytical exercises. Required software, access and prerequisite skills are agreed before delivery.

Course Customization

The proposed five-day agenda can be adapted to the participant group, sector and organizational objectives. Dates, fees, delivery suitability and final activities are confirmed in the written proposal.

Course Outline

Proposed sequence, subject to the agreed training proposal.

Day 1 – Data sources and quality requirements

Define the context, assess current practices and identify the key decisions relating to data sources and quality requirements.

Practical output: Data sources and quality requirements working brief

Day 2 – Reconciliation scope and matching logic

Interpret sample information, compare suitable approaches and document assumptions for reconciliation scope and matching logic.

Practical output: Reconciliation scope and matching logic working brief

Day 3 – Exceptions, investigation and ownership

Apply structured tools to an anonymized case and develop recommendations for exceptions, investigation and ownership.

Practical output: Exceptions, investigation and ownership working brief

Day 4 – Quality reporting and preventive actions

Review responsibilities, risks and follow-up measures through a practical exercise on quality reporting and preventive actions.

Practical output: Quality reporting and preventive actions working brief

Day 5 – Financial data review workshop

Integrate the course learning into a practical assignment on financial data review workshop; present recommendations and an implementation roadmap.

Practical output: Financial data quality and reconciliation plan