Management Reporting & Business Partnering
Reports executives read and finance partners they trust.
The executive challenge
The problem this program solves
Your finance team spends most of its week extracting, reconciling and re-keying — the work management reporting should have automated years ago. Executives who inherit a broken management reporting function spend their tenure firefighting instead of shaping strategy. This is where management reporting graduates from reporting function to decision intelligence: faster closes, trusted numbers, and finance at the table where choices are made.
Context
Why this matters now
Capability
What you will be able to do
- Build management reporting reporting that changes decisions — speed, quality and trust.
- Produce the management reporting dashboard a board actually uses.
- Redesign the management reporting operating model around decision support, not transaction processing.
- Automate close and reconciliation processes in management reporting with controls auditors accept.
The IPAT Course Standard
The five-day journey
Each day is a deliberate progression in managerial capability — from strategic context, to analytical frameworks, to applied practice, to executive judgement under pressure, to a capstone that produces something your organisation keeps.
IPAT Signature Case™
The Close That Ate the Month
Finance at a county treasury spends the first two weeks of every month closing the books; by the time the numbers land, the decisions they were meant to inform are already made. The CFO’s management reporting mandate has become a board question.
Your decision: Redesign the management reporting data architecture, buy a consolidation platform, or add headcount to the close — and decide which to present first to a sceptical board.
IPAT Data Lab™
A national power utility cannot produce one set of numbers its directors trust.
Dataset: Synthetic consolidated statements and transaction data for a multi-division a national power utility.
Your task: Clean, map and automate the close, then design the decision dashboard the board actually needs.
A working decision dashboard and the management reporting data architecture behind it.
Data → Analysis → Decision, not Data → Code → Certificate
Day 5 · The Capstone
What will you change when you return to work?
Design the finance function your institution needs: data architecture, automated processes, and a decision dashboard — with a 90-day starting sequence.
Methodology
Frameworks you will master
- • IPAT FIT Framework™
- • IPAT Data-to-Decision Framework™
- • Financial close and reporting benchmarks
- • Master data management principles
- • Zero-based process design
Cohorts
Upcoming cohorts
New dates are being scheduled
Register with your preferred start date and our admissions team will match you to the next available cohort — or contact us to arrange an in-house delivery for your organisation.
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