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Duration 14 hours
Course Outline
Foundations of AI for Finance Professionals
- Understanding AI and machine learning within the financial sector
- Categories of AI models: classification, regression, and generative models
- Responsible AI: ensuring accuracy, transparency, and ethical application in reporting
Automation of Financial Data Processing
- Utilising AI tools for data ingestion and extraction from PDFs and spreadsheets
- Data cleaning and transformation for analytical purposes
- Harnessing OCR, NLP, and LLMs to interpret unstructured financial text
AI-Powered Financial Statement Analysis
- Automated ratio analysis and benchmarking techniques
- Trend identification and variance analysis via machine learning
- Visualising key insights through AI-driven dashboards
Generative AI for Narrative Reporting
- Using LLMs to draft executive summaries and variance commentary
- Developing management discussion & analysis (MD&A) with AI assistance
- Prompt engineering for precise financial storytelling and output control
Scenario Planning and Forecasting with AI
- Introduction to scenario modelling and simulation using ML
- Constructing dynamic models for forecasting revenue, expenses, and cash flow
- Conducting stress tests on financials under various macroeconomic assumptions
Integrating AI into Existing FP&A Processes
- Enhancing spreadsheet workflows with Python or AI plugins
- Collaborative tools and automation to support monthly and quarterly close processes
- Embedding AI capabilities into Excel, Power BI, or cloud-based FP&A platforms
Audit, Governance, and Internal Controls
- AI explainability and preparation for internal audits
- Documenting assumptions and AI outputs to satisfy compliance requirements
- Establishing controls for AI-assisted processes in financial reporting
Summary and Future Steps
Requirements
- Working knowledge of key financial statements and performance metrics
- Practical experience using spreadsheets or basic data management tools
- Some familiarity with Python or a readiness to utilise AI-enhanced interfaces
Intended Audience
- Corporate finance analysts
- FP&A teams
- Controllers
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customised 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 £3200 + VAT*
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Testimonials (1)
The background / theory of LLMs, the exercise
