Audit Financier & Gestion : Comprendre, optimiser, décider
Audit Financier & Gestion : Comprendre, optimiser, décider
Walid Bergaoui
Financial Audit & Management: Understand, Optimize, Decide
Behind every business are numbers that tell a story — but you have to know how to read them. Financial and management auditing isn't just an obligation: it's the tool that reveals the company's true health, flushes out risks before they get expensive, and turns raw data into sound decisions. In this course, you'll learn to run an audit from start to finish — from reviewing the accounts to building an optimization plan — to become the person who brings clarity, ensures security, and drives progress.
The approach is hands-on and progressive. You start by auditing the financial data: quality of entries, consistency of accounts, reliability of reconciliations, provisions, the cash cycle, cost and margin analysis — to quickly spot anomalies and risk areas. You then move on to management analysis: team productivity, cost structure, profitability by product or segment, investment efficiency, self-financing capacity. From this reading comes a clear diagnosis — strengths, weaknesses, risks, opportunities — and then a genuine improvement plan: reducing losses, optimizing cash flow, strengthening internal control, revising processes.
Finally, you'll discover modern auditing, augmented by technology: analysis, visualization, and automation tools that make controls more reliable, eliminate repetitive tasks, and speed up decision-making. By the end of the program, you'll no longer simply observe: you'll diagnose, you'll recommend, you'll steer. A well-run audit informs decisions, secures growth, and strengthens governance — and that's exactly what you'll know how to do.
What you walk away with
Beyond the concepts, you walk away with a method and ready-to-use deliverables:
A complete audit methodology — from reviewing the accounts to the action plan, ready to apply Monday morning.
Your dashboards — clear management indicators and reusable analysis templates.
An actionable diagnosis — knowing how to turn numbers into concrete, quantified recommendations.
Mastery of modern tools — analysis, visualization, and automation to audit faster and more reliably.
Program — 12 sessions of 1 hour
A progressive path that follows the real order of an engagement: understanding the fundamentals, auditing the financial data, analyzing management, then turning the diagnosis into an action plan and sustainable steering — supported by modern tools.
Module 1 — The fundamentals of auditing (sessions 1-2)
1. Why audit: from control to strategic lever — objectives, scope, and stances of financial and management auditing; understanding what an audit truly reveals about a company's health.
2. Reading the financial statements — balance sheet, income statement, and cash flow: understanding them, connecting them to one another, and knowing where to look first.
Module 2 — Auditing the financial data (sessions 3-6)
3. Quality of entries & consistency of accounts — reliability of accounting data, bank reconciliations, spotting anomalies and inconsistencies.
4. Provisions, charges & commitments — assessing provisions, tracking down misclassified charges and unrecorded risks.
5. The cash cycle — receivables, payables, payment terms, and working capital requirements: where the money gets stuck and how to see it.
6. Cost & margin analysis — breaking down costs, measuring real margins, and identifying profitability leaks.
Module 3 — Management analysis (sessions 7-8)
7. Performance & profitability by segment — team productivity, cost structure, profitability by product or by activity.
8. Investments & self-financing — investment efficiency, self-financing capacity, and an actionable economic reading of performance.
Module 4 — Diagnosis & improvement plan (sessions 9-10)
9. Building the diagnosis — synthesizing strengths, weaknesses, risks, and opportunities into a clear, prioritized assessment.
10. Building the action plan — cost optimization, loss reduction, cash-flow improvement, and strengthening internal control.
Module 5 — Steering & automating (sessions 11-12)
11. Dashboards & management indicators — designing clear dashboards that turn data into decisions tracked over time.
12. Augmented auditing: analysis, visualization & automation — making controls more reliable, eliminating repetitive tasks, and speeding up decision-making with modern tools.
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