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Professional Skills for Finance and Accounting - Billing and Collections Focus

Professional Skills for Finance and Accounting Training Course
Technical knowledge alone no longer defines a successful finance or accounting professional. Employers increasingly expect finance, billing and collections teams to communicate clearly, influence decisions, manage stakeholders, and operate as trusted business partners rather than back-office number crunchers. This programme is designed for finance, billing and accounts receivable professionals who want to strengthen these professional and interpersonal skills alongside their technical expertise.
Course Duration
5 Days
Corporate Days
5 Days
Learners Enrolled
500+
Modules
10
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Course Rating
4.8
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Mode of Delivery
Online
Classroom
Corporate
Certification by

Upcoming Batches

Start Date Duration Batch Type Time Mode Price Register
22-Nov-2026 5 DAYS Corporate Batch 09:00 AM - 05:00 PM Classroom
Doha, Qatar
$4,000 USD
06-Dec-2026 5 DAYS Corporate Batch 09:00 AM - 05:00 PM Manama, Bahrain $4,000 USD

Customise This Training

Select your preferred location and schedule — customised training tailored to your goals.

What Do You Learn from Edoxi's Professional Skills for Finance and Accounting Training

Clear Billing Communication
Communicate billing and account information clearly to customers and colleagues
Business Partnering
Build stronger relationships as a trusted business partner across sales, operations and finance teams
Negotiation and Dispute Resolution
Negotiate payment terms and resolve billing disputes effectively while protecting valuable customer relationships
Confident Financial Presentations
Present financial and collections information with confidence and clarity to management and customers
Structured Critical Thinking
Apply structured critical thinking to identify root causes of billing and collections problems
Professional Business Writing
Write clear, professional reports and correspondence for collections and account management purposes
Time and Priority Management
Manage time and priorities effectively across a diverse portfolio of customer accounts
Ethical Professional Judgement
Apply ethical standards and professional judgement when handling sensitive customer financial data
Leadership and Personal Effectiveness
Demonstrate greater leadership and personal effectiveness within finance and accounting teams

About Our Professional Skills for Finance and Accounting Training

Technical knowledge alone no longer defines a successful finance or accounting professional. Employers increasingly expect finance, billing and collections teams to communicate clearly, influence decisions, manage stakeholders, and operate as trusted business partners rather than back-office number crunchers. This programme is designed for finance, billing and accounts receivable professionals who want to strengthen these professional and interpersonal skills alongside their technical expertise.

Over five days, participants build the communication, influencing, analytical, writing, and leadership skills needed to operate effectively across the business. The programme addresses real challenges finance professionals face daily: explaining balances and billing issues to customers and colleagues, negotiating payment terms, presenting collections and aging data, and managing time across competing accounts and deadlines.

By the end of the course, participants will be able to communicate financial and account information with clarity and confidence, build stronger relationships with customers and business stakeholders, and bring greater professionalism, structure, and influence to their day-to-day work.

Enrol now to develop the professional and interpersonal skills that finance, billing and collections teams need to succeed.

Key Features of Edoxi's Professional Skills for Finance and Accounting Training

5-Day Instructor-Led Programme

This intensive corporate training programme runs over 5 consecutive days for 30 hours of instructor-led learning

Practical, Hands-On Approach

Facilitated discussion, role-play, case studies and structured group exercises reinforce every professional skill taught

Real Billing and Collections Scenarios

Participants practise explaining account information, negotiating terms and resolving genuine billing and collections problems

Face-to-Face Delivery

The course is delivered face-to-face by an experienced instructor for maximum engagement and interaction

Personal Development Plan

Participants leave with a personal development plan they can apply immediately in their own role

Corporate Group Training

The programme is tailored for corporate teams, allowing organisations to upskill finance staff together

Who Can Join Our Professional Skills for Finance and Accounting Course?

Billing and Collection Analysts

Billing and Collection Analysts looking to strengthen communication and negotiation skills for daily collections work

Accounts Receivable Professionals

Accounts Receivable Professionals wanting to manage customer accounts and aging reports more effectively

Finance Managers and Financial Analysts

Finance Managers and Financial Analysts seeking stronger presentation and stakeholder management capabilities

Accountants and Senior Accountants

Accountants and Senior Accountants aiming to build broader professional and business partnering skills

Finance Business Partners

Finance Business Partners who work closely with sales, operations and customers on billing matters

Credit Control Professionals

Credit Control Professionals responsible for negotiating payment plans and resolving overdue balances

Finance Team Leaders and Supervisors

Finance Team Leaders and Supervisors developing leadership and personal effectiveness within their teams

Professional Skills for Finance and Accounting Course Modules

Module 1: Communication Skills for Finance Professionals
  • Chapter 1.1: Communicating Billing and Account Information

    • Lesson 1.1.1: The role of communication in the finance function
    • Lesson 1.1.2: Translating billing and account information for customers and internal teams
    • Lesson 1.1.3: Verbal, written and non-verbal communication
    • Lesson 1.1.4: Active listening and questioning techniques
    • Lesson 1.1.5: Adapting communication style to different stakeholders, including difficult customers
    • Lesson 1.1.6: Practical Workshop: Explaining an overdue balance clearly and professionally
Module 2: Business Partnering and Stakeholder Management
  • Chapter 2.1: Building Trusted Business Relationships

    • Lesson 2.1.1: What business partnering means for finance
    • Lesson 2.1.2: Working across sales, operations and customers on billing and collections issues
    • Lesson 2.1.3: Identifying and mapping key internal and external stakeholders
    • Lesson 2.1.4: Building trust and credibility with customers and colleagues
    • Lesson 2.1.5: Managing competing priorities between customer relationships and collection targets
    • Lesson 2.1.6: Practical Workshop: Stakeholder mapping exercise for billing and collections
Module 3: Influencing and Negotiation Skills
  • Chapter 3.1: Negotiating Payment and Settlement Terms

    • Lesson 3.1.1: Principles of influence without authority
    • Lesson 3.1.2: Negotiating payment plans and settlement terms
    • Lesson 3.1.3: Preparing for a collections conversation
    • Lesson 3.1.4: Handling objections, excuses and pushback
    • Lesson 3.1.5: Reaching win-win outcomes while protecting the relationship
    • Lesson 3.1.6: Practical Workshop: Collections negotiation role-play exercise
Module 4: Presenting Financial Information Effectively
  • Chapter 4.1: Delivering Confident Financial Presentations

    • Lesson 4.1.1: Structuring a financial or aging report presentation
    • Lesson 4.1.2: Choosing the right level of detail for the audience
    • Lesson 4.1.3: Visualising accounts receivable and collections data clearly
    • Lesson 4.1.4: Presenting with confidence to management and customers
    • Lesson 4.1.5: Handling questions under pressure
    • Lesson 4.1.6: Practical Workshop: Practical AR aging report presentation exercise
Module 5: Critical Thinking and Problem Solving
  • Chapter 5.1: Solving Billing and Collections Problems

    • Lesson 5.1.1: Principles of critical thinking in finance
    • Lesson 5.1.2: Identifying root causes of billing disputes and payment delays
    • Lesson 5.1.3: Structured problem-solving frameworks
    • Lesson 5.1.4: Evaluating assumptions and evidence
    • Lesson 5.1.5: Making recommendations under uncertainty
    • Lesson 5.1.6: Practical Workshop: Billing dispute case study
Module 6: Data Analysis and Excel Skills for Finance
  • Chapter 6.1: Analysing Billing and Collections Data in Excel

    • Lesson 6.1.1: Organising and cleaning billing and collections data
    • Lesson 6.1.2: Key Excel functions for finance professionals
    • Lesson 6.1.3: Building simple aging and collections trackers
    • Lesson 6.1.4: Using pivot tables for analysis
    • Lesson 6.1.5: Presenting data through charts and dashboards
    • Lesson 6.1.6: Practical Workshop: Hands-on Excel exercise using accounts receivable data
Module 7: Business and Report Writing Skills
  • Chapter 7.1: Writing Clear Collections Correspondence

    • Lesson 7.1.1: Principles of clear business writing
    • Lesson 7.1.2: Structuring collections correspondence and account statements
    • Lesson 7.1.3: Writing executive summaries
    • Lesson 7.1.4: Avoiding jargon and improving clarity
    • Lesson 7.1.5: Proofreading and quality checking reports
    • Lesson 7.1.6: Practical Workshop: Collections letter and report writing exercise
Module 8: Time Management and Prioritisation
  • Chapter 8.1: Managing a Portfolio of Accounts

    • Lesson 8.1.1: Managing a portfolio of accounts and competing deadlines
    • Lesson 8.1.2: Prioritisation frameworks for collections workload
    • Lesson 8.1.3: Planning around the billing and reporting cycle
    • Lesson 8.1.4: Delegation basics
    • Lesson 8.1.5: Managing interruptions and distractions
    • Lesson 8.1.6: Practical Workshop: Personal prioritisation planning exercise
Module 9: Professional Ethics and Standards
  • Chapter 9.1: Upholding Ethical Standards in Finance

    • Lesson 9.1.1: Core ethical principles in finance and accounting
    • Lesson 9.1.2: Professional codes of conduct in billing and collections
    • Lesson 9.1.3: Identifying and managing conflicts of interest
    • Lesson 9.1.4: Confidentiality and handling sensitive customer financial data
    • Lesson 9.1.5: Speaking up and escalation routes
    • Lesson 9.1.6: Practical Workshop: Ethical dilemma case study discussion
Module 10: Leadership and Personal Effectiveness
  • Chapter 10.1: Leading with Credibility and Presence

    • Lesson 10.1.1: Leading without formal authority
    • Lesson 10.1.2: Building personal credibility and presence
    • Lesson 10.1.3: Giving and receiving feedback
    • Lesson 10.1.4: Managing change and ambiguity
    • Lesson 10.1.5: Building a personal development plan
    • Lesson 10.1.6: Practical Workshop: Personal development action planning

Download Course Syllabus

Professional Skills for Finance and Accounting Course Outcome and Career Opportunities

Gain the professional and interpersonal skills finance, billing and collections teams need to operate as trusted business partners.

Course Outcome Image
Communicate billing and account information clearly to customers and colleagues
Build stronger relationships as a trusted business partner across the wider organisation
Negotiate payment terms and resolve disputes effectively without damaging customer relationships
Present financial and collections information with greater confidence and clarity
Apply structured critical thinking to resolve billing and collections problems
Write clear, professional reports and correspondence for account management purposes
Manage time and priorities more effectively across a portfolio of accounts
Apply ethical standards and professional judgement in daily finance work
Demonstrate greater leadership and personal effectiveness within finance teams

Job Roles After Completing the Professional Skills for Finance and Accounting Training

  • Billing and Collections Analyst
  • Accounts Receivable Specialist
  • Credit Control Officer
  • Finance Business Partner
  • Senior Accountant
  • Finance Team Leader
  • Financial Analyst

Professional Skills for Finance and Accounting Training Options

Classroom Training

  • Face-to-face instructor-led sessions over 5 consecutive days

  • Hands-on role-play, case studies and group exercises

  • Networking with finance professionals from other organisations

  • Access to Edoxi's Kochi and Dubai training facilities

Live Online Training

  • Interactive live sessions delivered remotely by expert instructors

  • Flexibility to attend from anywhere without travel

  • Real-time discussion, role-play and Q&A with the trainer

  • Recorded sessions available for later revision

Corporate Training

  • Customised delivery for finance, billing and collections teams

  • Content tailored to your organisation's billing and collections processes

  • Flexible scheduling to suit business and reporting cycles

  • Dedicated trainer support throughout the programme

How to Get a Professional Skills for Finance and Accounting Certification?

Complete the 5-day programme and practical workshops to earn your certificate of completion from Edoxi.

Get Certified

Enrol now to become certified in Professional Skills for Finance and Accounting

Why Choose Edoxi for Professional Skills for Finance and Accounting?

Edoxi combines expert trainers, practical workshops and a KHDA-approved framework to build finance professionals who can lead with confidence.

KHDA-Approved Training

Edoxi is a KHDA-approved training institute delivering recognised, quality-assured finance and accounting programmes

Experienced Finance Trainers

Learn from trainers with real-world billing, collections and finance business partnering experience

Hands-On Practical Workshops

Every module includes a practical workshop so participants can apply skills immediately in their role

Flexible Training Modes

Choose from classroom, live online or corporate delivery to suit your team's needs

Real Billing and Collections Focus

Course content is built around genuine billing, collections and accounts receivable challenges

Personal Development Support

Participants leave with a personal development plan and ongoing support to apply new skills

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Edoxi is Recommended by 95% of our Students

FAQ

Who should attend the Professional Skills for Finance and Accounting course?

The course is designed for Billing and Collection Analysts, Accounts Receivable Professionals, Finance Managers, Accountants, Finance Business Partners, Credit Control Professionals, and Finance Team Leaders who want to strengthen their professional and interpersonal skills.

How long is the Professional Skills for Finance and Accounting training?

The programme runs over 5 consecutive days, totalling 30 hours of instructor-led training combining concept sessions with practical workshops.

What topics does the course cover?

The course covers communication, business partnering, negotiation, presenting financial information, critical thinking, Excel and data analysis, business writing, time management, ethics, and leadership.

Will I receive a certificate after completing the course?

Yes, participants who complete the 5-day programme and practical workshops receive a certificate of completion from Edoxi Training Institute.

Is this course available for corporate teams?

Yes, the course can be delivered as a customised corporate training programme for finance, billing and collections teams within your organisation.

What is the average salary after completing Professional Skills for Finance and Accounting training?
Salaries vary by role and location.

Job RoleAverage Annual Salary (USD)
Billing and Collections Analyst$42,000
Accounts Receivable Specialist$45,000
Credit Control Officer$48,000
Finance Business Partner$68,000
Senior Accountant$65,000
Finance Team Leader$72,000