An Interactive 5-Day Training Course
Finance and Accounting for Office Administrators & Secretaries
Contributing & Benefiting from Accounting and Finance Systems
Course Overview
This Finance and Accounting training course for Office Administrators & Secretaries provides an introduction to finance and accounting for those who have no prior knowledge of this business area. It is designed to train the participants to support operational and financial processes. Those attending this Finance and Accounting training course will gain a clear understanding of the essential terminology of finance and accounting. They will also learn the principles and techniques of accounting systems through practical examples and exercises.
The overall aim of this Finance & Accounting for Office Administrators & Secretaries training course is to ensure that those who attend will be able to perform their roles more effectively and efficiently within the workplace.
The highlights of this GLOMACS Finance and Accounting for Office Administrators & Secretaries training course will be:
- The Basic Principles of Accounting clearly explained
- Knowledge and Confidence in Accounting for a range of business transactions will be developed by using straightforward worked examples
- Simple but Effective Tools for Analysing your Business Performance and Position
- Basic Management Accounting Principles that help to ensure your business is efficient and profitable
- How and Why the Use of Budgets can help to achieve overall business targets and objectives
Training Objectives
At the end of this Finance and Accounting for Office Administrators & Secretaries training course participants will:
- Appreciate the importance of the accounting and finance function
- Understand accounting for routine business transactions
- Be able to prepare simple financial statements
- Be able to analyse company performance using basic ratios
- Be aware of costing and budgeting techniques to maintain efficiency and profitability
Who should Attend?
This Finance & Accounting for Office Administrators & Secretaries training course is suitable for a wide range of non-financial employees within the organization. It is designed for those who contribute to, and use, all types of financial information within the organization. Examples are:
- Secretaries
- Office Administrators
- Personal Assistants and Executive Assistants
- Administrative Professionals and Support Staff
- Production and Marketing Professionals
- Anyone wishing to increase or update their awareness and understanding of finance and accounting methods and terminology
About Saudi Glomacs
At Saudi GLOMACS, we specialize in delivering world-class training courses in Saudi Arabia and across various international locations. Our training courses are tailored to meet the unique demands of Saudi Vision 2030 and the Human Capability Development Program, focusing on empowering Saudi citizens and enhancing workforce skills. We offer diverse courses spanning leadership, management, engineering, and technical disciplines to cultivate expertise and drive professional growth. Our flexible learning options—whether in-person, online, or in-house—ensure accessibility and convenience for individuals and organizations alike.
With over 30+ years of experience through the GLOMACS global network, we are committed to delivering innovative, results-driven training solutions. Our expert instructors combine industry knowledge with dynamic teaching methods, fostering practical skill development and long-term career success. By choosing Saudi GLOMACS, you're investing in personal excellence and contributing to the Kingdom’s sustainable economic growth and vision-driven transformation.
Training Outline
DAY 1: Introduction to Finance and Accounting
- The Three Meanings of Finance
- How Finance supports the roles of Office Administrators and Secretaries?
- The Two Types of Accounting – financial (external) and management (internal)
- The Basic Principles of the Double-entry Financial Accounting System
- How to Record Transactions in the Financial Accounting System?
- The Contribution Made by Office Administrators and Secretaries
DAY 2: The Financial Statements
- Understanding the Income Statement
- The Four Levels of Profit, and What They Signify
- Understanding the Balance Sheet
- Measuring the Consumption of Non-current Assets by Depreciation, Amortization, and Impairment
- What is inventory, and how is it valued?
- The Cash Flow Statement – Why we need it, and How it is prepared
DAY 3: Evaluation of Financial Statements
- The Annual Reports of Public Companies – format and content
- Who are the company stakeholders and what are their information needs?
- Why we need to analyse these reports in order to understand them?
- How to calculate Accounting Ratios?
- How to use Ratio Analysis to assess performance?
DAY 4: Introduction to Management Accounting
- Collecting and Analysing Costs for the Management Accounting Database
- Understanding Direct Costs and Indirect Costs
- Preparing Cost Structures for our Products and Services
- Using Cost Structures to Determine our Break-even Point
- Making Cost-effective Decisions using Cost-Volume-Profit Analysis
DAY 5: Budgets
- Why do we need budgets? – the link between corporate strategy and operations at all levels of the organisation
- The Budget Preparation Process – timetables, documentation and procedures
- Preparing a Departmental Budget
- Preparing the Cash Budget
- Comparing Actual Performance with the Budget using Variance Analysis
- The Essential Role of Office Administrators and Secretaries in Budget Preparation
Certificates
- On successful completion of this training course, GLOMACS Certificate will be awarded to the delegates
- Continuing Professional Education credits (CPE) : In accordance with the standards of the National Registry of CPE Sponsor, one CPE credit is granted per 50 minutes of attendance
Accreditation


GLOMACS is registered with NASBA as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. NASBA have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
All Training Seminars delivered by GLOMACS by default are eligible for CPE Credit.
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