Discover Classes. Earn Rewards.

The Strategic Controller is unfortunately unavailable

Thankfully we have 109 other Business Classes for you to choose from. Check our top choices below or see all classes for more options.

$549

3 sessions

Gift it!

Instagram Marketing Bootcamp

Noble Desktop @ 185 Madison Ave, New York, NY & Virtually Online

Discover the secrets to mastering Instagram marketing and building a loyal following in this comprehensive workshop. Learn about content strategy, advertising, and effective social media marketing techniques to grow your online presence. Elevate your digital marketing skills with the Instagram Marketing Bootcamp at Noble Desktop.

(372) All levels 18 and older
$650

2 sessions

Gift it!

Intermediate Excel for Business

NYIM Training @ 185 Madison Ave, New York, NY & Virtually Online

Take your Excel skills to the next level with hands-on projects in this Intermediate Excel course. Master VLOOKUP, Pivot Tables, and advanced functions, and learn techniques to expedite your workflow. Unlock powerful techniques that will help you complete tasks more quickly.

(742) Intermediate 18 and older

Excel Level III: Advanced

Noble Desktop @ 185 Madison Ave, New York, NY & Virtually Online

Take your Excel skills to the next level with advanced techniques and tools in this comprehensive course. Learn to manipulate and analyze complex data, utilize advanced functions, and write macros for improved efficiency. Master Excel and enhance your productivity in any professional setting.

(372) Advanced 18 and older

Excel Expert Certification Program

Noble Desktop @ 185 Madison Ave, New York, NY

Become a master of Microsoft Excel with this comprehensive program. Learn formulas, functions, Pivot Tables, charts, and more through group classes, private training, and an exam with a free retake. Elevate your Excel skills and excel in your career.

(372) All levels 18 and older
$1,099

3 sessions

Gift it!
See all Business classes NYC

The Strategic Controller

Become a more valued business partner in your organization by improving your effectiveness as a controller. Learn how to protect your company's finances and navigate changing financial climates in this course offered by the American Management Association.

  • All levels
  • 21 and older
  • $2,695
  • 1601 Broadway, New York, NY
  • 22 hours & 30 minutes over 3 sessions
The Strategic Controller
Sold Out

Start Dates (0)

  • $2,695
  • American Management Association @ 1601 Broadway 6th Floor, New York, NY 10019
  • 22 hours & 30 minutes over 3 sessions
Showing 10 of 0

Class Description

Description

What you'll learn in this business training:

The Strategic Controller: Adding Value to Your Organization

Your immediate takeaway

• Identify the four quadrants of the controller’s role and their scope
• Protect your company’s finances in changing financial climates
• Be a more valued business partner in your company’s future

Not only has the scope of the controller’s role evolved significantly in companies of all sizes—but the demands of the job are constantly changing. To stay effective as a controller and add greater value to the organization, you must be acutely aware of how your job functions are impacted by today’s increasing expectations. That means taking a closer look at the four hats every controller must wear: number cruncher; custodian; analyst; business partner.

This course will help both new and experienced controllers in small, medium, and large organizations recognize these changes in scope. You’ll discover how to improve your effectiveness in the four key areas, or quadrants. As you go through the course, you will also experience a detailed case study in which you’ll work through real-life scenarios that explore the responsibilities of each quadrant. In addition, get the specific tools, knowledge, and hands-on experience you need in order to confidently perform your job in increasingly challenging circumstances.

Who Will Attend

Corporate controllers, division and plant controllers, and assistant controllers who want to add value to their organization and careers by increasing their effectiveness in the four quadrants of the controller’s job.

Note: Please bring a calculator with you to class.

How You Will Benefit

  • Define the scope and identify the four quadrants of the controller’s job in today’s business environment 
  • Controller as number cruncher: Ensure the timeliness and accuracy of financial statements 
  • Controller as custodian: Establish enterprise-wide controls to safeguard corporate assets and ensure compliance 
  • Controller as analyst: Define budgetary metrics and parameters to evaluate the financial health of the company 
  • Controller as business partner: Further the financial goals of the organization 
  • Align and apply the functions of the four quadrants of the controller role to a case study

What You Will Cover

The Four Quadrants of the Controller’s Job in Today’s Business Environment 

  • Knowing how a controller fits into a business 
  • Understanding the controller’s role in management 
  • Recognizing goals a corporation must achieve to succeed 
  • Exploring high-level controller functions, role quadrants, and organizational relationships 
  • Meeting staffing needs and competency levels 
  • Identifying basic areas of a controller’s responsibilities

Quadrant 1: Number Cruncher — Ensuring the Timeliness and Accuracy of Financial Statements 

  • Assembling a comprehensive chart of accounts 
  • Identifying areas of input for financial statements 
  • Recognizing the importance of developing internal controls over financial reporting 
  • Utilizing analytical tools to verify and reconcile account balances 
  • Using standardized entries for preparing timely financial reports

Quadrant 2: Custodian — Establishing Enterprise-Wide Controls to Safeguard Corporate Assets and Ensure Compliance 

  • Developing an internal control checklist related to enterprise-wide risk management 
  • Establishing effective controls safeguarding corporate assets 
  • Identifying compliance requirements for timely submission 
  • Recognizing strengths and weaknesses within the control environment

Quadrant 3: Analyst — Defining Budgetary Metrics and Parameters to Evaluate Financial Health 

  • Checking financial statements for reasonableness 
  • Delineating the informational needs of the users of external financial information 
  • Identifying the content of and comparing types of budgets 
  • Differentiating between levels of internal reporting needs 
  • Identifying measurable units for products, product lines, departments, sectors, and regions 
  • Understanding variance analyses for identified measurable units 
  • Predicting future activity or budgets using cost-volume profit analysis

Quadrant 4: Business Partner — Furthering the Financial Goals of the Organization 

  • Aligning and evaluating an organization’s value proposition, goals, and objectives 
  • Recognizing activities that add value to the organization 
  • Identifying and evaluating nonfinancial areas for cost control measures 
  • Communicating with and building alliances with business partners 
  • Applying the functions of the four quadrants to a case study

Outline

Introduction

  • Describe How a Controller Fits into a Business
  • Recognize Goals and Objectives for a Corporation to Succeed
  • Align High-Level Controller Functions, Roles, and Organizational Relationships
  • Define Staffing Needs and Competency Levels
  • Explain the Controller’s Role in Management • Identify the Controller’s Basic Areas of Responsibility

Number Cruncher

  • Assemble a Comprehensive Chart of Accounts
  • Identify Areas of Input for Financial Statements
  • Recognize the Importance of Developing Internal Controls Over Financial Reporting
  • Utilize Analytical Tools to Verify and Reconcile Account Balances
  • Describe How Using Standardized Entries Is a Best Practice for Preparing Timely Financial Reports

Custodian

  • Develop an Internal Control Checklist Related to Enterprise-Wide Risk Management
  • Establish Effective Controls to Safeguard Corporate Assets
  • Identify Compliance Requirements for Timely Submission
  • Recognize Strengths and Weaknesses Within the Control Environment

Analyst

  • Check Financial Statements for Reasonableness
  • Delineate the Informational Needs of the Users of External Financial Information
  • Identify the Content of and Compare Types of Budgets
  • Recognize and Differentiate Between Levels of Internal Reporting Needs
  • Identify Measurable Units for Products, Product Lines, Departments, Sectors, and Regions
  • Discuss Variance Analyses of Identified Measurable Units
  • Predict Future Activity or Budgets Using Cost-Volume-Profit Analysis

Business Partner

  • Align and Evaluate an Organization’s Value Proposition, Goals, and Objectives from Its Mission Statement
  • Recognize Activities That Add Value to the Organization
  • Identify and Evaluate Nonfinancial Areas for Cost-Control Measures
  • Communicate and Build Alliances with Business Partners

Putting It All Together

  • Align and Apply the Functions of the Four Roles of the Controller

Refund Policy

For Classroom, Live Online, Express Skills Courses and Webinar programs, you may transfer to a future session, send someone to take your place, or cancel for a 5% fee up to 23 days prior to your program.

If you provide AMA with less than 23 days’ notice, or fail to attend, you will be liable for the entire program fee.

Programs included in AMA On Demand offerings are not eligible for substitution, transfer, cancellation, return, or refund. We appreciate that this is an important investment for you and your company and would like to accommodate your needs the best we can.

Please email us at [email protected]

In any event where a customer wants to cancel their enrollment and is eligible for a full refund, a 5% processing fee will be deducted from the refund amount.

Reviews of Classes at American Management Association (5)

Similar Classes

Benefits of Booking Through CourseHorse

  • Booking is safe. When you book with us your details are protected by a secure connection.
  • Lowest price guaranteed. Classes on CourseHorse are never marked up.
  • This class will earn you 26950 points. Points give you money off your next class!

Questions & Answers (0)

Get quick answers from CourseHorse and past students.

American Management Association

The American Management Association, International (AMA) is the global leader in talent development. Founded in 1923, AMA supports the goals of individuals and organizations through a complete range of educational products and services, including instructor-led classroom and virtual seminars, webinars,...

Read more about American Management Association

CourseHorse Approved

This school has been carefully vetted by CourseHorse and is a verified NYC educator.

American Management Association

American Management Association

All classes at this location

Entrance on 48th St

Google Map

Give This Course as a Gift Card

  • Thousands of classes
  • No expiration
  • Unique and memorable gifts for any occasion
  • Personalized
  • Explore a passion, gain a new skill, discover a new hobby, engage in a memorable experience
  • Instant delivery
  • Lock in a price with the Inflation Buster Gift Card Price Adjuster™

Buy a Gift Card

Book this Class as a Group Event

Booking this class for a group? Find great private group events

Or see all Professional Group Events

Explore group events and team building activities ranging from cooking, art, escape rooms, trivia, and more.

CourseHorse Gift Cards

  • Creative & unique gift for any occasion
  • Thousands of classes & experiences
  • No expiration date
  • Instant e-delivery (or choose a date)
  • Add a personalized message
  • Lock in a price with the Inflation Buster Gift Card Price Adjuster™
Buy a Gift Card
gift card with the CourseHorse logo gift card with the CourseHorse logo
Loading...