Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
Course Outline
AI Foundations for Finance Professionals
- Understanding AI and machine learning in the context of finance
- Overview of AI models: classification, regression, and generative models
- Responsible AI: ensuring accuracy, transparency, and ethical use in reporting
Automation of Financial Data Processing
- Employing AI tools for data ingestion and extraction from PDFs and spreadsheets
- Data cleaning and transformation for advanced analysis
- Using OCR, NLP, and LLMs to interpret unstructured financial text
AI-Driven Analysis of Financial Statements
- Automated ratio analysis and benchmarking
- Detecting trends and analyzing variances using machine learning
- Visualizing insights through AI-powered dashboards
Generative AI for Narrative Reporting
- Drafting executive summaries and variance commentary using LLMs
- Creating management discussion & analysis (MD&A) with AI assistance
- Prompt engineering for financial storytelling and precision control
Scenario Planning and Forecasting with AI
- Introduction to scenario modeling and simulation via ML
- Developing dynamic models for forecasting revenue, expenses, and cash flow
- Stress testing financials against macroeconomic assumptions
Integrating AI into Existing FP&A Workflows
- Enhancing spreadsheet workflows with Python or AI plugins
- Collaborative tools and automation for monthly and quarterly closes
- Embedding AI into Excel, Power BI, or cloud-based FP&A platforms
Audit, Governance, and Internal Controls
- AI explainability and preparation for internal audits
- Documenting assumptions and AI outputs for compliance purposes
- Establishing controls for AI-assisted processes in financial reporting
Summary and Next Steps
Requirements
- Knowledge of key financial statements and metrics
- Experience with spreadsheets or basic data tools
- Some familiarity with Python or a willingness to utilize AI-enhanced interfaces
Target Audience
- Corporate finance analysts
- FP&A teams
- Controllers
14 Hours
Testimonials (1)
The background / theory of LLMs, the exercise
