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Lead Like a CFO
Advanced 
Controller Training

Every great team should have a strong financial leader who can confidently contribute to growth.

 

We teach controllers and accounting managers in mid-market businesses how to think and lead like a CFO. 

We believe that excellent financial leaders:

  • Provide actionable analysis of future opportunities

  • Hold other leaders accountable 

  • Create dynamic budgets and forecast that are understood by all

  • Present executive data to internal and external parties

  • Are advocates for strategic growth

  • Contribute to a high performing leadership team

  • Lead an efficient finance team

Becoming a Financial Leader

Great financial leaders are able to make financial statements and results relatable and clear to all. The financial statements are highly motivating tools in well led organizations. 

 

The key differentiator for a strong financial leader or a CFO, is a focus on the future and the ability to collaborate & communicate effectively

 

They are able to look at historical data, perform analysis and make recommendations to leadership that guide the company to its goals. Great CFO's ask "How can we do this?"

 

Can a Controller learn how to lead like a CFO?  

 

Yes. 

We believe that the primary driver for a great CFO is actually seeing a CFO in practice. But what if your company has never had a CFO?

 

Midsized businesses often grow into needing a CFO. They want to promote their controller but they don’t have a proven method for training. So the controller or accounting manager doesn't know what they don't know. A CFO is more than a controller with several years of accounting experience.  Growing into a CFO, takes intentional development. 

BauerHouse Coaching fills this gap by introducing controllers to expert CFO practices over the course of 10 weeks. 

 

We teach Controllers to become influential financial leaders in businesses in the $10 to $100M revenue range.  

 

We do this by:

 

  • Providing one on one live training and coaching for 10 weeks

  • Clearly illustrating the differences in Controller vs. CFO daily practices 

  • Defining the strategic mindset of a CFO

  • Using your financials to create better forecasts and analysis 

  • Teaching advanced presentation skills

  • Teaching technical knowledge gaps 

  • Situational coaching- aka- "how would a CFO handle this?"

 

This program is designed specifically for businesses with a high functioning executive leadership team earning $10-$100M in annual revenue. We work with Controllers, experienced Accounting Managers and EOS Integrators.

 

Prior to commitment to the program, we will provide an assessment to determine appropriate development goals for the potential coachee. All training is led by a CPA with CFO experience. 

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