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Duration 14 hours
Course Outline
AI Fundamentals for Finance Professionals
- Understanding AI and machine learning within the financial sector
- Overview of AI model types: classification, regression, and generative models
- Ethical AI: Ensuring accuracy, transparency, and responsible use in reporting
Automation of Financial Data Processing
- Utilizing AI tools for ingesting and extracting data from PDFs and spreadsheets
- Data cleaning and transformation for analytical purposes
- Applying OCR, NLP, and LLMs to interpret unstructured financial content
AI-Enhanced Financial Statement Analysis
- Streamlining ratio analysis and industry benchmarking
- Identifying trends and variances through machine learning techniques
- Presenting insights via AI-driven dashboards
Generative AI for Narrative Reporting
- Drafting executive summaries and variance explanations using LLMs
- Developing management discussion and analysis (MD&A) with AI assistance
- Refining prompts for financial storytelling while maintaining accuracy
AI in Scenario Planning and Forecasting
- Basics of scenario modelling and simulation using ML
- Constructing dynamic models for forecasting revenue, expenses, and cash flow
- Conducting stress tests on financials based on macroeconomic factors
Embedding AI into FP&A Workflows
- Enhancing spreadsheet workflows with Python or AI integrations
- Implementing collaborative tools and automation for monthly and quarterly closing processes
- Integrating AI into Excel, Power BI, or cloud-based FP&A platforms
Audit, Governance, and Control Frameworks
- AI interpretability and preparation for internal audits
- Recording assumptions and AI outcomes for compliance adherence
- Establishing controls for AI-supported financial reporting processes
Conclusion and Future Recommendations
Requirements
- Proficiency in core financial statements and key performance indicators
- Practical experience with spreadsheets or fundamental data applications
- Basic knowledge of Python or a readiness to work with AI-enhanced interfaces
Target Audience
- Corporate finance analysts
- Finance, Performance & Analysis (FP&A) teams
- Controllers
Testimonials (1)
The background / theory of LLMs, the exercise
