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Key Performance Indicators (KPIs) and Metrics for Your Financial Close


Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 22, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaAccounting
Course LevelBasic
Course Description

The financial closing process is often a blur with little time to consider measuring the results and areas that need process improvements or may indicate a financial statement fraud.  Financial statements are the ultimate scorecard for a company. A company's financial statements reflect the company's business results and trends, its products, services, and macro-fundamental events.
There is a competing demand for improved financial governance and increased transparency and reliability of data.  Finance and accounting organizations need to proactively manage the challenges of data quality and prepare for new regulatory requirements to avoid creating a “perfect storm” for their financial close and consolidation processes. How can these challenges be tackled in a concise and predictable manner? We’ll look at both the Key Performance Indicators (KPIs) needed to measure the closing process as well as the metrics that can analyze your financial statements and indicate anomalies.
Learning Objectives:

  • Define the key components of a governance process for your financial close that will reduce surprises and improve predictability.

  • Learn how KPIs and metrics can help to identify process improvements and areas for automation.

  • Learn the differences between operational metrics and financial statement metrics and the need for both.

  • Obtain examples of scorecards for your financial close.

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Chris held senior finance and controller positions at Digital Equipment Corporation, Compaq, and Hewlett Packard which allowed her to develop and implement standards of internal control and leading practices for all aspects of financial operations. She was recruited to lead WorldCom (MCI) in the implementation of internal controls, policies, and corporate governance processes. She fine tuned her consulting experience in the Procure to Pay (P2P) area at APEX Analytix and BSI Healthcare.

As President of Doxey Inc., Chris uses her experience to provide best practice solutions to her clients for the P2P process and financial operations.

She holds a bachelor's degree in English, a bachelor's in accounting, a master's in business administration, and has a graduate certificate in project management.  She is a Certified Accounts Payable Professional (CAPP) and holds a Certification in Controls Self-Assessment (CCSA). Chis is also a Certified Internal Controls Auditor (CICA), and  a Certified Professional Controller (CPC).

About Our Presenter

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Doxey Inc. provides consulting and educational services for financial operations.