Nobody reads your finance reports all the way through.
That's the uncomfortable truth most finance professionals don't want to hear.
Your readers are drowning in emails, back-to-back meetings, and competing priorities. If your opening doesn't grab them immediately, they'll skim the executive summary and move on.
Here are 3 ways to open a finance report that actually gets read:
1. Lead with something unexpected
Don't bury the headline. If you've found something surprising or controversial, put it right at the top. "Our ICT project is 20% overspent" beats "This report analyses capital expenditure on IT" every time.
Too bold? Frame it as a question instead: "Should we stop spending money on our ICT project?"
2. Start with a relevant quotation
Not some inspirational quote from a famous CEO. Use something real from your organisation. An internal audit report could open with a comment from a fieldwork interview. A budget report could quote a department head's concern.
It makes the report feel immediate and grounded in reality.
3. Describe a specific event
Tell the reader what happened and why it matters. "Last quarter, three major funders delayed payments by 60+ days" is more compelling than "This report covers accounts receivable trends."
All three approaches work for the same reason: they create a question in the reader's mind that your report then answers.