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Course Outline
AI Fundamentals for Finance Teams
- Understanding AI and machine learning concepts within the financial sector
- Overview of AI model types: classification, regression, and generative systems
- Responsible AI practices: ensuring accuracy, transparency, and ethical application in reporting
Streamlining Financial Data Processing
- Employing AI tools for data ingestion and extraction from PDFs and spreadsheets
- Preparing data through cleaning and transformation for effective analysis
- Utilizing OCR, NLP, and LLMs to decode unstructured financial texts
AI-Powered Financial Statement Analysis
- Automating ratio analysis and industry benchmarking
- Detecting trends and conducting variance analysis using machine learning techniques
- Presenting insights via AI-enhanced dashboards
Generative AI for Narrative Reporting
- Drafting executive summaries and variance commentary using LLMs
- Supporting the creation of Management Discussion and Analysis (MD&A) reports
- Mastering prompt engineering for precise financial storytelling and accuracy control
AI-Assisted Scenario Planning and Forecasting
- Foundations of scenario modeling and simulation using machine learning
- Developing dynamic models for forecasting revenue, expenses, and cash flow
- Stress-testing financial projections against macroeconomic variables
Integrating AI into Existing FP&A Processes
- Enhancing spreadsheet workflows with Python 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 controls for AI-supported processes in financial reporting
Conclusion and Future Directions
Requirements
- Proficiency in understanding core financial statements and key performance metrics
- Practical experience with spreadsheets or foundational data analysis tools
- Basic familiarity with Python or a readiness to adopt AI-augmented user interfaces
Target Audience
- Corporate finance analysts
- FP&A teams
- Controllers
14 Hours
Testimonials (1)
The background / theory of LLMs, the exercise
