Cover Image for Lunch & Learn - Finance for Ops Leaders: Creating & Managing Reporting + Insights
Cover Image for Lunch & Learn - Finance for Ops Leaders: Creating & Managing Reporting + Insights
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Operations Nation
Operations Nation is a community-powered knowledge hub for operations leaders.
117 Went
Private Event

Lunch & Learn - Finance for Ops Leaders: Creating & Managing Reporting + Insights

Zoom
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About Event

​Are you a COO, VP of Operations, or Head of Operations responsible for creating and distributing reports to internal and external stakeholders?

Then this event was made for YOU. ✨

​This session will equip you with an approach to create and deliver impactful board / financial reports, including:

  • An overview of what stakeholders expect from the different reports

  • Suggested purpose, approach, and content for

    • Board reports

    • Management reports

    • Individual department reports

​We're here to help you step outside the day-to-day and have redefine your monthly & quarterly reporting. 💡

​​Who should join 👋

Operations Leaders (Head of Operations, VP of Ops, and COOs) who:

  • ​​would like to take a step back and explore what various stakeholders expect from the different reports

  • are responsible for delivering monthly / quarterly reporting

And anyone else who wants to understand more about reporting.

Who shouldn't join ❌

Non-ops leaders who are:

  • not ​responsible for building reports and communicating insights

  • working for an organisation that isn't at this stage of reporting and insights yet

​​Agenda 📌

  • Introduction & Overview (5 mins)

  • Purpose of each report type (10 mins)

  • Approach & content (15 mins)

  • Reporting tools (10 mins)

  • Q&A (20 mins)

​​Note: The agenda might change based on the questions you submit during the registration.


Together with 🙌

​​Onside Accounting

​​Onside Accounting are Cloud-based, Chartered Certificated Accounts, Business Advisors and Tax specialists supporting businesses across the tech and services industry.

​​Onside specialises in working with high-growth businesses. This means that they can support your business with the tax and compliance issues regularly faced by early-stage technology businesses, such as:

  • ​​R&D tax credits

  • ​​EIS and SEIS compliance 

  • ​​Share option scheme setup and reporting

​​Understanding that high-growth businesses have A LOT to focus on, Onside can help you create your finance systems and build on them as you grow - from incorporation, all the way to Series A & B.

​​

​​Imran Chagpar

​​I’ve had the privilege of working with two dynamic early stage companies, one backed by venture capital and the other by private equity:

At By Miles, a VC-backed InsurTech startup:

  • ​​I built and led the Finance, People, Operations, and Compliance functions, helping the company scale from 12 to 80 employees.

  • ​​I raised £20 million in equity and debt funding.

  • ​​Together with the CEO, I was the business lead during the acquisition by FTSE 250 company Direct Line Group (DLG).

  • ​​Post-acquisition, I was responsible for integrating By Miles with DLG, and also led the Customer Experience function.

​​Currently, I work as a Fractional CFO, partnering with early-stage businesses to support them through optimising their financial operations, fundraising and sustainable growth.

​​I’m excited to share my experiences and insights to help you gain the skills needed to drive business success! 🚀

Avatar for Operations Nation
Presented by
Operations Nation
Operations Nation is a community-powered knowledge hub for operations leaders.
117 Went