Financial Operations

Accounting & Corporate Finance


Year Up's Accounting & Corporate Finance specialty trains toward skills in financial management, data management, analysis, and reporting, financial and managerial accounting, and accounting applications. Training covers financial management topics such as financial statements, accounting, financial analysis, financial forecasting, working capital, asset management, and financial ethics; using Excel, PowerPoint and Tableau/Power BI to load, prepare, analyze and report data; accounting to build financial statements for business organizations as well as accounting to aid in managerial decision making; and using Excel and QuickBooks to manage accounting records and prepare journals, ledgers, A/P, A/R and payroll.


Industry Training Focus Areas

  • Process Analysis
  • Financial Operations Fundamentals
  • Accounting Applications
  • Data Management, Analysis & Reporting
  • Year Up’s Essential Skills Training

Industry Skills Development at a Glance: You'll Learn How To...

  • Prepare trial balances and financial statements
  • Analyze trial balances to identify discrepancies and utilize accounting records to find, correct, and confirm the cause of discrepancies
  • Interpret common accounting reports (A/P, A/R, past due, payroll, etc.) and identify their purpose and uses
  • Utilize basic features of computer applications (e.g. Excel and Quickbooks) to develop and maintain accounting records and reports
  • Review financial statements and financial data; identifying trends and outliers to pull out key insights
  • Document and analyze accounting and corporate finance processes

Essential Skills Development at a Glance: You'll Learn How To...

  • Communicate professionally in-person and over digital platforms by utilizing strategies, tools, and feedback to adapt to the environment
  • Participate in meetings by contributing to conversation and supporting with planning and follow up actions across a team
  • Navigate challenging situations by regulating reactions to display grit and maintaining a positive composure
  • Utilize common management, editing, and conference tools such as Microsoft Outlook, PowerPoint, and Zoom
  • Gather and analyze data to provide support to and generate ideas for a business
  • Pursue opportunities for professional growth and maintain a well-formed resume

Training at Work: Typical Job Tasks

  • Assist accountants with routine tasks to evaluate performance and financial health of a business
  • Verify and prepare bills and invoices
  • Prepare reports and analyze data for a corporate finance department, articulating and implementing solutions
  • Prepare investment and cash reports

Path to a Career: Training-Enabled Role Pathways

  • Accounting Associate
  • Accounts Payable Support
  • Purchasing Specialist
  • Financial Reporting Analyst
  • Treasury Analyst
  • Grants Administration

Locations Currently Offering This Training Specialty


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