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Thu 18 Jun 2020
10:00 - 12:00

CANCELLED

Provided by: Finance Training


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Finance Division Taster Sessions - Reporting

Thu 18 Jun 2020
CANCELLED

Description

To provide an opportunity for someone from elsewhere in Finance Division to spend half a day in the Financial Reporting Team to get an overview and appreciation of what they do.

Target audience

Staff within the Finance Division only

Sessions

Number of sessions: 1

# Date Time Venue Trainer
1 Thu 18 Jun   10:00 - 12:00 10:00 - 12:00 Greenwich House, Heidelberg Room map Helen Turner
Topics covered

Chart of accounts.

For each of the 5 different segments:

  • Design and purpose
  • Documentation and sources of advice
  • Impact on financial statements
  • Tricky areas (donations, transfers, etc)

Data handling and working papers

  • TB - Access database
  • Cognos GL datamarts
  • Pivot tables
  • Expenditure query / FS from TB / Other income analysis

University level financial reporting

A review of the regular internal and external financial reports, explaining the purpose of each and the relationship between them:

  • Financial statements / FMI / HESA FSR / heidi / HEFCE Annual Return / Office of National Statistics / Red Book / Key data
  • Optional elements: SORP / consolidation

Audit trail

  • Running through the trail behind figures in the financial statements / Red Book
  • Can either be general or focussed on your area of work or interest
Objectives
  • Improve knowledge of the chart of accounts, including the impact of coding decisions on financial reporting
  • See different techniques in handling large volumes of financial data
  • Understand the types of internal and external reporting
  • Understand the relationship between your own work and figures appearing in the University’s financial statements / Red Book
Duration

Half Day

Frequency

Monthly

Theme
Events for Finance Division staff only

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