Career Pathways

Career Learning Pathways

2-3 Year Illustrative Development Plans

New Joiners

Most companies initially train their new joiners on:

  • Onboarding and Basic Setup
  • Business Culture and Vision
  • Company Values
  • Ethics in Business and Finance
  • Professional Qualifications
  • Technical and Risk Management

Senior Pathway
(all new joiner items, plus)

Manager Pathway
(all previous items, plus)

Director Pathway
(all previous items, plus)

Senior Pathway

What we cover: Personal Branding, Quality Output, Time Management, Prioritization, Problem-Solving, Decision-Making

The Challenges: Managing time, solving problems, prioritizing tasks, lacking quality, feeling undervalued, misunderstood.
The Barriers: Overwhelmed, inconsistent messaging, distractions, procrastination, overcommitting, indecisiveness, emotional bias.
Learning Outcomes: Working efficiently, solving issues, delegating tasks, enhancing personal brand, demonstrating worth.

Business Benefits: Enhanced Productivity, Reduced Costs, Improved Accuracy, Better Decision-Making, Highly Valued

What we cover: Developing Business Acumen, Analyzing Investment Opportunities, Measuring Commercial ROI, Enhancing Company Performance

The Challenges: Determining commercial impact of decisions, complex data, integrating non-financial data, mitigating risks, measuring ROI.
The Barriers: Data overload, time constraints, insufficient tools, not seeing the big picture, knowledge gaps, stakeholders lack knowledge of finance.
Learning Outcomes: Using ROI to influence commercial decisions, how to think commercially, framing plus solving strategic and commercial opportunities.

Business Benefits: Scalable Growth, Value Creation, Improved Accuracy, Greater Collaboration, Performance Improvement, Risk Reduction, Competitive Advantage

What we cover: Financial Storytelling, Finance Business Partnering, Financial Modeling, Planning & Forecasting

The Challenges: Simplify complex data, create accurate forecasts, build reliable financial models, turn data into strategy, align business strategy and financial plans.
The Barriers: Complex financial models, manual spreadsheets, difficulty in presenting data, building stakeholder trust, navigating conflicts of interest in your role.
Learning Outcomes: Enhanced planning, optimizing budgeting and forecasting processes, creating insightful financial models, delivering impactful presentations.

Business Benefits: Reliable Forecasts, Improved Accuracy, Scenario Planning, Better Decision-Making, Strategic Insights, Scalable Growth

What we cover: Sharing Powerful Data Insights, Influencing Other People, Supporting Decision-Making, Presenting with Confidence

The Challenges: Building strong cross-functional relationships, generating value, presenting data insights, influencing other people, supporting timely decision making.
The Barriers: Talking finance to non-finance people, interpreting complex data, overcoming fear of presenting, gaining stakeholder trust, engaging your audience.
Learning Outcomes: Create firm-wide value, share AI-powered strategic data insights, build credibility, become a critical and influential voice, enhance reputation.

Business Benefits: Greater Collaboration, Improved Accuracy, Strategic Insights, Better Decision-Making, Increased Buy-In

What we cover: Process Optimization, Technology and Automation, Data Integration and Analytics

The Challenges: Inefficient processes, data silos, resistance to change, complex analytics, outdated systems, lack of automation and AI.
The Barriers: Legacy technology, limited budgets, lack of change skills ,inconsistent data, cultural inertia, integration challenges.
Learning Outcomes: Efficient workflows, tech proficiency, integrated data, change leadership, enhanced data analysis, effective system integration.

Business Benefits: Reduced Costs, Increased Efficiency, Value Creation, Employee Retention

What we cover: Power Pivot, Power Query, Power BI, Python for Excel, Copilot, Management Reporting

The Challenges: Leveraging automation and AI solutions, working inefficiently, handling large datasets, combining different tools, creating tailored reports.
The Barriers: Identifying affordable tech solutions, small budgets, isolated data sources, software integration issues, resistance to new tools, lack of tech proficiency.
Learning Outcomes: Advanced data modeling, efficient data transformation, comprehensive data visualization, automated data analysis, clear insightful reports.

Business Benefits: Increased Operational Efficiency, Strategic Insights, Cost Savings, Employee Retention

Manager Pathway

What we cover: People Management, Retention, Delegation, Problem-Solving, Conflicts, High-Performance Teams

The Challenges: Managing diverse teams, retaining top talent, effective delegation, solving intricate problems, resolving disputes, building high-performance teams.
The Barriers: Lack of management skills, low motivation levels, reluctance to delegate due to trust, poor communication and conflict resolution, inconsistent performance.
Learning Outcomes: Strong ability to manage, develop and retain people, improved task delegation, advanced problem-solving abilities, effective dispute resolution.

Business Benefits: Enhanced Productivity, Employee Retention, Increased Efficiency, Stronger Compliance

What we cover: Psychometrics Assessment. Personality Style Interpretation. Adapting Styles to Situations

The Challenges: Understanding personal impact, gaining deep personality insights, adapting to diverse personality styles, minimizing personal biases.
The Barriers: Lack of psychometric expertise, limited access to tools, identifying and reducing unconscious biases, difficulty applying theory to practice.
Learning Outcomes: Gain deep personality understanding, adapt styles to situations, implement insights effectively, enhanced sensitivity to diversity.

Business Benefits: Greater Collaboration, Strategic Insights, Improved Accuracy, Value Creation

What we cover: Effective Communication, Emotional Intelligence, Relationship-Building

The Challenges: Conveying messages clearly, improving listening skills, establishing trust, empathy, identifying emotions, managing disagreements effectively.
The Barriers: Misunderstandings and misinterpretations, lack of self-awareness, overcoming cultural barriers, working under pressure, resistance to feedback.
Learning Outcomes: Effective communication, stronger trusted relationships, better emotional awareness, greater influence, enhanced resolution techniques.

Business Benefits: Greater Collaboration, Better Decision-Making, Risk Mitigation, Value Creation

What we cover: Confidence & Gravitas, Influence, Negotiation & Conflicts, Delivering Impact and Outcomes in Group Meetings

The Challenges: Self-doubt, lack of influence, managing disputes effectively, navigating group dynamics, struggling with meeting impact, establishing gravitas.
The Barriers: Imposter Syndrome, overcoming opposition, negotiating deadlocks, communication breakdown, challenging the group consensus, lack of assertiveness.
Learning Outcomes: Confidence building and self-assurance, persuasion skills, negotiation techniques, leading impactful meetings, developing a commanding presence.

Business Benefits: Great Collaboration, Better Decision-Making, Strategic Insights, Risk Mitigation

What we cover: Team Culture, Dynamics, Impact, Trusted Relationships, Conflicts, Shared Values and Vision

The Challenges: Suboptimal team due to fragmented culture, lack of cohesion, and group conflicts, resulting in poor relationships, team values, and business culture.
The Barriers: Diverse backgrounds, ambiguous team roles, lack of mutual trust, poor communication skills, differing individual values, unclear team objectives.
Learning Outcomes: Harmonized team cultures, enhanced team interactions, trusted relationships, effective dispute handling, shared team values, and clear team vision.

Business Benefits: Greater Collaboration, Employee Retention, Stronger Compliance, Better Decision-Making

What we cover: Imposter Syndrome, Stress & Overwhelm, Work-Life Balance & Resilience

The Challenges: Imposter syndrome, excessive stress, overwhelming workloads, balancing work and life, building resilience, avoiding professional burnout.
The Barriers: Battling internal criticism, difficulty prioritizing tasks, challenges in setting boundaries, lack of emotional support, high job demands, undervaluing self-worth.
Learning Outcomes: Self-confidence, stress reduction techniques, workload management, better work-life balance, strategies to prevent burnout, emotional resilience.

Business Benefits: Employee Retention, Risk Mitigation, Enhanced Productivity, Cost Savings

Director Pathway

What we cover: Leadership Style, FD Transition, Professional Actors, Influence, Communication, Strategic Value

The Challenges: Transitioning into a Finance Director, adjusting leadership style, adding strategic value, engaging stakeholders, developing influence skills.
The Barriers: Lack of authority, influence and board room experience, junior personal brand, different skills requirements, limited exposure to strategy and leadership.
Learning Outcomes: Mindset of a leader, evolve personal brand, effective leadership style, enhanced strategic value, elevated persuasion, clear and concise messaging.

Business Benefits: Employee Retention, Value Creation, Strategic Insights, Better Decision-Making

What we cover: Amplifying the impact your finance leaders bring to your business and the wider world

The Challenges: Developing a strategic mindset, board level presence, aligning finance vision with business goals, and driving meaningful social impact.
The Barriers: Narrow business focus, lack of strategic mindset, difficulty engaging stakeholders, limited perspective, lack of tangible opportunities for social impact
Learning Outcomes: Enhancing big picture strategic thinking, stakeholder engagement, positive social contribution

Business Benefits: Strategic Leadership, Employee Productivity and Retention, Corporate Reputation and Social Responsibility

What we cover: Strategic Planning Roadmap, Frameworks, Leadership, Communication, Facilitation and Rollout

The Challenges: Aligning strategic goals, understanding planning frameworks, leadership impact, effective Communication, productive sessions, smooth implementation.
The Barriers: Lack of strategic clarity and clear objectives, communication breakdowns, stakeholder buy-in, ineffective meetings, implementation issues, lack of ownership.
Learning Outcomes: Understand what makes a great strategy, facilitate the development of a strategy, influence decisions and measure ongoing progress.

Business Benefits: Improved Accuracy, Risk Mitigation, Better Decision-Making, Strategic Insights

What we cover: Psychometrics Assessment, Personal Motivation, Team Alignment

The Challenges: Identifying motivational factors, managing diverse personalities, aligning fostering team cohesion, personal and team goals.
The Barriers: Hesitancy to undergo evaluation, determining intrinsic motivation, personality clashes, lack of team collaboration and cohesion.
Learning Outcomes: Enhanced self-awareness, motivation techniques, improved team dynamics, synchronizing personal and team goals, effective teamwork.

Business Benefits: Greater Collaboration, Employee Retention, Enhanced Productivity, Increased Efficiency

What we cover: Measuring Business Impact, Improving ESG Performance, Regulatory Reporting

The Challenges: Quantifying business impact, enhancing ESG performance, meeting regulatory requirements, measuring and reporting key performance indicators.
The Barriers: Defining impact metrics, navigating complex regulations, evolving compliance landscape, ensuring high-quality data, adapting to reporting standards.
Learning Outcomes: Implementing ESG measurement techniques, understanding regulatory requirements, identifying data metrics, reporting standardized KPIs.

Business Benefits: Stronger Compliance, Risk Mitigation, Strategic Insights, Value Creation

What we cover: Leadership, Soft Skills, Issues, Strategy, Impact, Problem-Solving, Board Dynamics, Career Planning

The Challenges: Leadership progression, transformational growth, gravitas and charisma, influence, board meeting impact, handling complex issues, strategic impact.
The Barriers: Experience gaps, skills deficiency, strategic understanding, problem-solving ability, board engagement, lack of career direction, personal challenges.
Learning Outcomes: Enhanced leadership and soft skills, issue resolution techniques, strategic thinking, impact awareness, board engagement, career strategy.

Business Benefits: Employee Retention, Better Decision-Making, Enhanced Productivity, Scalable Growth

What we cover: Leadership, Soft Skills, Issues, Strategy, Impact, Problem-Solving, Board Dynamics, Career Planning.

The Challenge: Navigating leadership, personal challenges, transformational growth, and career planning.
Learning Outcomes: Becoming the best version of yourself and delivering full potential as an executive leader.

Business Benefits: Employee Retention, Better Decision-Making, Enhanced Productivity, Scalable Growth

What we cover: Psychometrics Assessment. Personality Style Interpretation. Adapting Styles to Situations.

The Challenge: Adapting to diverse personality styles and understanding personal impact.
Learning Outcomes: Build strong relationships and collaboration with diverse personalities.

Business Benefits: Greater Collaboration, Strategic Insights, Improved Accuracy, Value Creation.

Get in Touch to Book a Call with
Catherine or Shelly

Catherine Marks

Course Facilitator

Shelly Adams

Finance Team Training Director

Frequently Asked Questions

Our pricing is flexible and scalable to accommodate the size and needs of your corporation. Contact us to discuss customized pricing options.

Our facilitators are seasoned finance professionals with extensive industry experience and a passion for nurturing talent. Meet our expert team of delivery partners here.

We offer versatile delivery formats including interactive Zoom sessions, on-demand video courses and in-person workshops, providing flexibility to suit your team’s preferences and schedule.
Our courses are available year-round, with multiple sessions scheduled to accommodate your team’s availability. Contact us today to find out when we can get your team scheduled in.