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 Duration 14 hours

Course Outline

Introduction to WrenAI for Financial Analytics

  • Core features and advantages for finance teams
  • Comparison against conventional BI tools
  • Specific use cases in the finance sector

Financial Data Modeling in WrenAI

  • Establishing KPIs for financial performance
  • Standardized metrics for FP and A and risk analysis
  • Administration of financial data sources

Regulatory and Audit Considerations

  • Compliance frameworks within financial reporting
  • Dashboard design optimized for audits
  • Maintaining data integrity and traceability

Creating Regulatory-Aware Dashboards

  • Constructing dashboards for risk management purposes
  • Embedding compliance checks and annotations
  • User roles and access controls in financial dashboards

Integration with Finance Systems

  • Connecting WrenAI to ERP and accounting platforms
  • Real-time data synchronization for financial reporting
  • Managing data refresh cycles

Advanced KPI Modeling

  • Scenario-based financial modeling
  • Forecasting using AI-driven metrics
  • Stress testing for risk evaluation

Monitoring and Governance

  • Usage tracking and audit log management
  • Workflows for regulatory reporting
  • Best practices for governance in financial analytics

The Future of WrenAI in Financial Analytics

  • AI-assisted regulatory reporting
  • Evolving compliance requirements
  • Expanding the scope of financial use cases for WrenAI

Summary and Next Steps

Requirements

  • A solid grasp of financial reporting structures and KPIs
  • Hands-on experience with data analysis or BI platforms
  • Knowledge of regulatory compliance standards in the finance sector

Target Audience

  • Finance analytics teams
  • FP and A specialists
  • Risk analysts

Number of participants


Price per participant (excl. VAT)

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