Lean Finance (ICAS)

Applying lean methods to the finance function

Course level: Specialist


Finance directors and CFOs, financial controllers and accountants who are involved in sponsoring, planning and delivering finance transformation projects and continuous improvement in finance.

Course Content

  • Introduction to lean and six sigma and the concepts underpinning them.
  • How to identify what finance customers want and link that directly into the process design and performance measures.
  • The concept of waste and how it applies to the work that the finance function performs.
  • Methods to eliminate error and control risk in processes.
  • Methods to reduce the time taken to complete processes especially the close process.
  • Methods to establish demand-pull processes and thereby improve their supervision, reduce work in process and eliminate backlogs.
  • Methods to minimise process complexity and thereby reduce error and improve turnaround times and control.
  • The design of lean projects to ensure rapid, on-time delivery of project deliverables.

Learning outcomes include obtaining a greater understanding of:

  • The benefits to be gained by using lean and six sigma methodologies.
  • How to apply lean to the finance function.
  • How to use the core lean tools to deliver quicker, better and cheaper finance processes.
  • How to design and do lean projects that deliver benefits quickly.

A CPD certificate of completion will be provided by BPP Professional Education Limited upon successful completion of the online course.

CPD Points: 1

CPD Duration (hours): 1

Access: 12 months from purchase date

Price: £35.00 (excludes VAT)