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Course Outline
AI Foundations for Finance Professionals
- Understanding AI and machine learning principles within the financial sector
- Overview of AI model types: classification, regression, and generative architectures
- Responsible AI practices: ensuring accuracy, transparency, and ethical application in reporting
Automating Financial Data Processing
- Utilising AI tools for efficient data ingestion and extraction from PDFs and spreadsheets
- Techniques for cleaning and transforming data to prepare for analysis
- Harnessing OCR, NLP, and Large Language Models (LLMs) to interpret unstructured financial texts
AI-Driven Financial Statement Analysis
- Performing automated ratio analysis and industry benchmarking
- Applying machine learning for trend detection and advanced variance analysis
- Visualising key insights through AI-powered dashboards
Generative AI for Narrative Reporting
- Using LLMs to draft executive summaries and detailed variance commentary
- Assisting in the creation of Management Discussion & Analysis (MD&A) sections
- Mastering prompt engineering to ensure financial storytelling is accurate and controlled
Scenario Planning and Forecasting with AI
- Introductory concepts of scenario modelling and simulation using machine learning
- Constructing dynamic models for forecasting revenue, expenses, and cash flows
- Stress testing financial positions against various macroeconomic assumptions
Integrating AI into Existing FP&A Workflows
- Enhancing traditional spreadsheet workflows with Python scripts or AI plugins
- Implementing collaborative tools and automation for monthly and quarterly closes
- Embedding AI capabilities into Excel, Power BI, or cloud-based FP&A platforms
Audit, Governance, and Internal Controls
- Ensuring AI explainability and readiness for internal audits
- Documenting assumptions and AI outputs to meet compliance standards
- Establishing robust controls for AI-assisted processes in financial reporting
Summary and Strategic Next Steps
Requirements
- Working knowledge of core financial statements and key performance metrics
- Proficiency with spreadsheets or basic data manipulation tools
- Familiarity with Python or a willingness to adopt AI-enhanced user interfaces
Target Audience
- Corporate finance analysts
- FP&A teams
- Controllers
14 Hours
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 2600 € + VAT*
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Testimonials (1)
The background / theory of LLMs, the exercise
