Training Roadmap
This roadmap features possible training programmes audit associates can enroll in to upskill as part of the job redesign process. Training tracking templates are available to download and serve as a guide to help organisations monitor training progress.
Audit Associate
Tech-enabled Audit Associate
| Skills Required | Training Programmes* | Check-in | Milestones (Demonstration of skills) |
|---|---|---|---|
| Robotic Process Automation | Intermediate Robotic Process Automation | Completion of training course | Be able to carry out the exercises in the training independently. |
| On-the-job training: Supervisor walkthrough on existing scripts | Post-walkthrough | Be able to explain each script, what they are used for, and key areas to adapt based on clients’ needs back to the supervisor. | |
| On-the-job experience | 2 weeks after using RPA scripts | Be able to use and adapt the scripts as required for the clients independently. | |
| Data analysis | A hands-on approach towards Data Analytics for Accountants and Analysts Analytics for Accountants and Auditors (Live Webinar) | Completion of training courses | Be able to understand capabilities and limitations of data analytics, and apply data analytics processes. |
| On-the-job training: Supervisor walkthrough on existing data analysis software | Post-walkthrough | Be able to explain how data analysis works, and key areas to adapt based on the organisation’s needs and circumstances. | |
| On-the-job experience | After 1 audit filing cycle | Be able to carry out data analysis with minimal guidance from the supervisor. Troubleshoot and/or debug simple errors to produce desired output independently. |
|
| Data management | Cybersecurity Risk – What it means to Auditors Steps to Develop an Effective Cybersecurity Strategy | Completion of training courses | Be able to understand cybersecurity risks and potential areas of security breach. Implement cybersecurity best practices within the organisation. |
| On-the-job training: Sharing by senior associates on cybersecurity practices | Post-sharing | Be able to identify potential cybersecurity breaches. | |
| Data visualisation | Data Visualisation with Tableau | Completion of training course | Be able to create useful and interactive visualisations and dashboards for presentation and recommendations to stakeholders. |
| On-the-job training: Sharing by senior associates on data visualisation practices | Post-sharing | Be able to identify appropriate visualisation techniques for various forms of information. | |
| On-the-job experience | After 1 audit filing cycle | Be able to utilise software to create impactful reporting based on clients’ needs. |
*These training programmes are recommendations based on publicly available courses. If your company has internal training covering these topics, those trainings can be used instead.
Click Here to download the file
Financial Data Management Executive
| Skills Required | Training Programmes* | Check-in | Milestones (Demonstration of skills) |
|---|---|---|---|
| Digital Fluency (RPA) - Intermediate | 1 day training - Robotic Process Automation (RPA) by Singapore Polytechnic | Completion of Robotic Process Automation 1 day training | Be able to carry out the exercises in the training independently |
| 2 day training – Intermediate Robotic Process Automation: Intermediate Robotic Process Automation | Completion of Robotic Process Automation 2 day training | Be able to carry out the exercises in the training independently | |
| RPA Script Testing (part of the Job Redesign project) | Post-RPA script testing | Be able to execute RPA Script with test documents successfully | |
| On-the-job training: Supervisor walkthrough on existing scripts | Post-walkthrough | Be able to explain each script, what they are used for, and key areas to adapt based on clients need back to the supervisor | |
| On-the-job experience | 2 weeks after using RPA scripts | Be able to use and adapt the scripts as required for the clients independently | |
| Data Analytics | 1.5 days training – Applied data analytics: Applied Data Analytics in Business 2 days training – IT008Cv : Essential Excel Spreadsheet Skills (Live Webinar) | Completion of training | Be able to carry out the exercises in the training independently |
| On-the-job training: Supervisor to share about exception cases examples through workplace case studies | Post-sharing by supervisor | Be able to identify common exception cases in the script and how to fix it | |
| Post-on-the-job training | Be able to solve a live case study provided by their supervisor | ||
| Client Management | Interpersonal Communication, Active Listening & Empathetic Speaking -OR- Advanced Communication Strategies: Using Strategic Persuasion To Get What You Want | Completion of training course | Be able to execute and identify moments to apply active listening and empathetic speaking techniques |
| On-the-job training: Observation of senior accountants in client meetings | Post-observation | Be able to identify how senior accounts use listening and empathetic speaking techniques and its effect on the client | |
| On-the-job training: Lead client meetings for 1-2 clients observed by senior accountants | Post-meeting | Be able to use listening and empathetic speaking techniques during appropriate moments in the meeting |
Click Here to download the file
