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.
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
- Responsible AI practices: focusing on accuracy, transparency, and ethical application in reporting
Streamlining Financial Data Processing
- Employing AI tools for data ingestion and extraction from PDFs and spreadsheets
- Data cleaning and transformation techniques for effective analysis
- Utilizing OCR, NLP, and LLMs to decode unstructured financial text
AI-Enhanced Financial Statement Analysis
- Automating ratio analysis and industry benchmarking
- Detecting trends and analyzing variances using machine learning techniques
- Presenting insights through AI-driven dashboards
Generative AI in Narrative Reporting
- Drafting executive summaries and variance commentary with LLMs
- Developing Management Discussion & Analysis (MD&A) sections with AI assistance
- Prompt engineering strategies for financial storytelling and precision control
AI-Based Scenario Planning and Forecasting
- Foundations of scenario modeling and simulation using machine learning
- Constructing dynamic models for forecasting revenue, expenses, and cash flows
- Stress testing financial models against macroeconomic variables
Embedding AI in Existing FP&A Processes
- Enhancing spreadsheet workflows with Python or AI plugins
- Automation and collaborative tools for monthly and quarterly closing processes
- Integrating AI capabilities into Excel, Power BI, or cloud-based FP&A platforms
Auditing, Governance, and Internal Controls
- Ensuring AI explainability and readiness for internal audits
- Documenting assumptions and AI outputs for regulatory compliance
- Establishing controls for AI-assisted procedures in financial reporting
Conclusion and Future Directions
Requirements
- A solid understanding of core financial statements and key performance metrics
- Proficiency with spreadsheets or fundamental data handling tools
- Basic familiarity with Python or a readiness to work with AI-enhanced user interfaces
Target Audience
- Corporate finance analysts
- FP&A teams
- Controllers
Testimonials (1)
The background / theory of LLMs, the exercise
