Financial Reporting Department

What is a Financial Reporting department?

The Financial Reporting department is the core part of the finance department. They have the ultimate responsibility of final reporting and taking care of general ledger. There are more responsibilities for the department apart from the above. Assisting external auditors, Preparing Ad-Hoc reports, Fixed Asset register handling, Monitoring and preparation of Balance sheet and P&L reconciliations etc. All the departments are linked to the financial reporting department. It is like the hub of the company as well as in the finance department.

Scope of the Financial Reporting department

The scope and the size of the financial reporting department would be decided based on the size of the company. There would be more professionals in the department if the organization was larger. Below are the main highlighted tasks that the financial reporting team has.

Handling the General Ledger

The financial reporting team is the main party for the taking care of general ledger. They need to monitor the ledger transactions coming from other departments such as accounts receivable, accounts payable, bank reconciliation etc. Also, the department should monitor and prepare balance sheet and P&L reconciliations, which helps to monitor the ledger easily. The reporting department can raise the queries and escalations for the entries recorded by other departments.

Reporting

One of the main objectives of the financial department is reporting. Reporting can be divided into a few main categories.

1.      Management Reporting

The reporting team needs to prepare periodically accounts such as monthly, quarterly, semi annually and yearly. Also, the team must prepare ad-hoc reports when the management and the other teams requests. The management report shows the operation’s performance, and it helps management to take the decisions. Also, this helps to reward people.

2.      Financial Reporting

Financial Reporting is normally done based on yearly. But the team must update it monthly or quarterly too. After completing the financial reports yearly, the external auditors will audit those and verify. This is normally done in the year end and it shows all the comparisons with prior years and also the other performances.

3.      Ad-Hoc Reporting

The reporting team must prepare ad-hoc reports for the management, for other departments, for the regulatory body, for auditors, etc. This reporting normally has no specific time frame or specific format (It can be changed from time to time).

4.      Regulatory Reporting

Every company has a regulatory reporting requirement at least for the tax authority. Normally larger companies and other economic key players such as banks, financial institutes, Insurance companies have mandatory regulatory reporting to central bank and the inland revenue authorities.

Handling the External Audit

The financial reporting team has the ultimate responsibility for the handling and supporting the external auditors. Normally the main contact points are appointed by the finance reporting team. The finance reporting team should coordinate and guide for collecting evidence for the audit.

Fixed Asset Register Handling

Fixed Asset Register is a major task for the financial reporting team. The financial reporting team has below major tasks on fixed asset register maintaining.

  • 1.      Checking the Quotations/invoices
  • 2.      Approving the payments
  • 3.      Recording the asset
  • 4.      Monitoring the asset
  • 5.      Depreciating & recording the depreciation cost into financials
  • 6.      Writing off the Fixed assets

Hierarchy of the Financial Reporting department

The financial reporting team is headed by an assistant manager or manager and he or she will be reporting to the chief financial officer. Whenever management needs the data regarding the organization, management will contact the financial reporting team. Hierarchy size is depends on the size of the organization.



Internal Controls Perspective

The financial reporting team has a major power and a major role in implementing internal controls to the organization. To make smooth the results of preparing financial reports and management reports, they have authority to implement or insist on internal controls over any process or any department.

New Developments in Financial Reporting

New Software

Nowadays we can see much software are being developed by various parties. Companies have moved from paper-based reporting to computer-based reporting completely everywhere in the world. Now with the emerging of knowledge-based world, even individual people are developing software worldwide. Companies are fully automating the financials apart from preparing manually in excels.

AI Reporting

Artificial intelligence is the newest trend in the newer world. With services like ChatGPT, people do no need technical knowledge for doing digital tasks. Anything works with a command. Reporting can be easily done through AI. It reduces the research time and the technical time. It is super-fast too. Hence nowadays software companies are focusing on creating more tools for Artificial Intelligence which helps for financial reporting.

Shared Service Centers (Outsourced)

This concept was developed in the 2000’s and multinational and large companies are practicing this method. Reporting is an area that need high expertise and the knowledge. Companies can hire a shared service for doing their financial reporting. They will charge for the task basis, and they take the responsibility for their work. Report will come through few supervision levels.

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