Presentation Skills for Managers and Finance Professionals: How to Master This Crucial Skill

30 January 2024
Effective presentation skills for managers, lawyers, accountants, bankers, and finance professionals are not just desirable but imperative. The ability to convey complex financial information with clarity and precision is essential for success in the financial industry.
man presenting on stage to an audience
It's vital that you know how to communicate, gain the trust and confidence of your audience, prepare correctly, and even add in some light humour.

These are all elements of effective presentation skills you will learn below.

The Importance of Presentation Skills for Managers and Finance Professionals

A good place to start is with these five ideas to help boost your delivery and mindset:

Communicating Complex Financial Information

Finance is often synonymous with complexity. It involves intricate data sets, sophisticated analyses, and detailed reports. Managers and finance professionals need to distil this complexity into information that is not only understandable but also actionable.

A manager or finance professional equipped with strong presentation skills can transform complex financial data into digestible insights. Enabling better comprehension and more informed decision-making. A study featured in the Financial Management Magazine underscores the need for clear communication in finance. Presentation skills for managers are imperative to convey intricate financial information with precision and clarity.

By mastering the art of presenting financial information, professionals in finance can bridge the gap between complexity and comprehension, fostering a more insightful and collaborative decision-making process.

Gaining Stakeholder Trust and Confidence

The financial landscape involves constant interactions with a diverse array of stakeholders, including clients, investors, and internal teams. Building trust and confidence is paramount in these interactions.

A manager or finance professional armed with polished presentation skills can deliver financial information in a manner that not only informs but also inspires trust. Clear communication fosters transparency and credibility, establishing a positive perception of both the individual and the financial decisions they present.

Harvard Business Review emphasises the role of presentation skills in building trust. A well-delivered presentation enhances the presenter's credibility and instils confidence in the audience. In the financial world, where trust is often as valuable as currency, mastering presentation skills becomes a strategic asset for professionals seeking to navigate the complexities of stakeholder relations successfully.

Mental Preparation

Before stepping into the spotlight, effective presenters in the finance sector engage in thorough mental preparation. This involves not only familiarising yourself with the content but also anticipating potential questions and concerns.

Mental preparation allows presenters to exude confidence and control during their presentations, creating an environment conducive to audience engagement. Consider a finance manager preparing to present a new investment strategy to a group of high-profile investors. Mental preparation would involve rehearsing the presentation, visualising the key points, and mentally navigating potential queries. This readiness not only enhances the presenter's self-assurance but also contributes to a seamless and impactful delivery.

Non-Verbal Communication Skills

In the realm of finance, where numbers and data often dominate the narrative, non-verbal communication also plays a crucial role. Effective presenters pay attention to their body language, facial expressions, and gestures.

To help improve this key area, consider these points:

  • Maintaining eye contact
  • Standing tall
  • Using purposeful gestures
These will convey confidence and authority, reinforcing the message being delivered.

For instance, imagine a finance professional presenting quarterly financial results to the executive team. By maintaining steady eye contact, the presenter conveys conviction and sincerity. Non-verbal cues such as open body language and confident posture contribute to a positive impression, enhancing the impact of the financial information being presented.

Make Them Laugh a Little

An often overlooked aspect of highly effective presenting is comedy. Injecting humour into financial presentations might seem unconventional, but when done tastefully, it can be a powerful tool for engagement.

Humour not only lightens the atmosphere but also creates a connection with the audience. Whether through a relevant anecdote or a well-timed quip, a touch of humour can make the presentation more memorable and relatable.

Consider a scenario where a finance manager is presenting the budget forecast for the upcoming year. Introducing a light-hearted comment about the challenges of predicting financial markets or a witty observation about industry trends can break the ice and captivate the audience. Humour, when used judiciously, can transform a dry financial presentation into an engaging and enjoyable experience.
Just avoid overusing comedy. It's something that should be used sparingly. Otherwise, your presentation comes across as one giant comedy skit and loses the point.

Examples of Effective Presentation Skills in Finance

Here are two further tips to level up your presentation skills:

Tailoring Communication to the Audience

A hallmark of effective presentation skills in finance is the ability to tailor communication to the audience's level of understanding. For instance, when presenting financial results to non-finance executives, using layman's terms and visual aids can enhance understanding.

On the other hand, when communicating with fellow finance professionals, utilising technical terminology and providing detailed analyses may be more appropriate.

Consider a scenario where a finance manager is presenting quarterly financial results to the board of directors. Skilful presentation skills would involve translating complex financial jargon into language that resonates with a diverse board, ensuring that all members, regardless of their financial expertise, can grasp the significance of the figures. This adaptability showcases not only the presenter's expertise but also their ability to connect with various stakeholders effectively.

Utilising Visual Aids and Technology

In the contemporary digital age, effective presentation skills extend beyond verbal communication. Integrating visual aids and technology is crucial for engaging and holding the audience's attention. Managers and finance professionals can use graphs, charts, and multimedia presentations to illustrate financial trends and projections effectively.

Imagine a finance professional presenting the annual financial report to a group of investors. Instead of overwhelming the audience with a barrage of numbers, the presenter employs visual aids, such as infographics and interactive charts, to convey key financial insights.

This not only enhances the presentation but also showcases the presenter's adaptability and proficiency in leveraging technology—a valuable trait in an industry where staying abreast of technological advancements is essential.

How to Further Your Presentation Skills

In the world of finance where numbers often tell the story, effective presentation skills for managers and finance professionals are indispensable. These skills go beyond merely relaying information—they are a conduit for distilling complexity, building trust, and establishing credibility.

By mastering the art of presenting financial information clearly and persuasively, professionals in finance position themselves not only as experts in their field but also as trusted communicators capable of navigating the multifaceted challenges of the financial landscape. Moreover, by incorporating mental preparation, honing non-verbal communication skills, and infusing a touch of humour, presenters can elevate their skills.

Now, armed with a comprehensive understanding of the pivotal role presentation skills play in the finance sector, it's time to take proactive steps towards honing these skills. Enrol in Redcliffe Training's comprehensive Presentation Skills Workshop, meticulously crafted by industry experts to provide practical insights and hands-on exercises. Any team members who are required to deliver presentations will benefit from this course. including sales representatives, compliance and risk staff, as well as managers and personnel staff.

This workshop is your gateway to refining your ability to communicate complex financial information with clarity and confidence, ultimately propelling your career to new heights in the competitive world of finance.


What kind of presentation is suitable for accounting?

A clear and concise financial presentation is suitable for accounting. Use slides to showcase key financial statements like income statements, balance sheets, and cash flow statements. Include graphs and charts for visual representation, focusing on key performance indicators. Emphasise trends, variances, and financial ratios to aid understanding. Ensure the presentation is organised, transparent, and addresses the audience's level of financial expertise.

What is the 5-second rule in a presentation?

The 5-second rule in presentation refers to capturing the audience's attention within the first five seconds. It involves delivering a compelling opening that sparks interest, curiosity, or relevance. This brief timeframe is crucial for grabbing attention and setting the tone for the entire presentation, making it more likely for the audience to stay engaged throughout.

How many times should you go through a presentation?

The number of times you should go through a presentation depends on your level of preparation and comfort. Yet, it's generally advisable to rehearse many times to ensure fluency and confidence. Some recommend at least three complete run-throughs. Practice helps refine content, timing, and delivery, reducing the likelihood of errors and increasing effectiveness. Adjust the frequency based on complexity, audience importance, and personal preferences, striving for a balance between thorough preparation and avoiding over-rehearsal.

How long should a good presentation be?

A good presentation's length depends on various factors, including the content, audience, and purpose. In general, keeping it within 15-20 minutes is often effective, as audiences tend to lose focus over extended periods. However, for complex topics or formal settings, presentations may last up to 30-45 minutes. Always prioritise clarity, engagement, and relevance over length. Ensure your presentation fits the allotted time and allows for interaction or Q&A, as audience engagement is crucial for a successful presentation.
Eager to learn more about presentation skills for finance professionals? Click below to find out more about Redcliffe Training’s Presentation Skills Workshop:

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