About this course
Close redesign and automation. For CA partners; CFOs; finance directors; independent directors; audit committee members. Seven topic lessons and narrated animated explainers, seven knowledge checks, five applied activities and a sampled final assessment. Complete the guided Close improvement roadmap. Prerequisite: JQ-CLS-I01. Original fictional cases develop practical finance and governance decisions. Confirm current rules, exemptions and live filing requirements for the actual entity. The study estimate measures all required learning; the workbook's 55-minute value was a planning target.
Who this is for
Learners interested in this course
What you will learn
Course outline
1. Bottleneck and rework analysis
- Bottleneck and rework analysis
- Bottleneck and rework analysis — video
- Topic 1 knowledge check
- Decision Mission: Bottleneck and rework analysis
2. Standard journal and reconciliation templates
- Standard journal and reconciliation templates
- Standard journal and reconciliation templates — video
- Topic 2 knowledge check
3. Automation candidates and data lineage
- Automation candidates and data lineage
- Automation candidates and data lineage — video
- Topic 3 knowledge check
- Case Quest: Standard journal and reconciliation templates
4. Exception-based review
- Exception-based review
- Exception-based review — video
- Topic 4 knowledge check
5. Control design after system change
- Control design after system change
- Control design after system change — video
- Topic 5 knowledge check
- Roleplay Studio: challenge an unsafe speed target
6. Benefits, owners and pilot metrics
- Benefits, owners and pilot metrics
- Benefits, owners and pilot metrics — video
- Topic 6 knowledge check
- Impact Simulator: stress the close pilot
7. Case: Redesign a slow multi-entity close
- Case: Redesign a slow multi-entity close
- Case: Redesign a slow multi-entity close — video
- Topic 7 knowledge check
- Practice Lab: build a controlled close roadmap
Final assessment
- Final assessment