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Course Outline
AI Fundamentals for Finance Specialists
- Defining AI and machine learning within the financial sector.
- Overviews of AI model types: classification, regression, and generative models.
- Responsible AI practices: focusing on accuracy, transparency, and ethical usage in reporting.
Streamlining Financial Data Processing
- Employing AI tools for data intake and extraction from PDFs and spreadsheets.
- Data cleaning and transformation for analytical purposes.
- Utilizing OCR, NLP, and LLMs to process and interpret unstructured financial text.
AI-Powered Financial Statement Analysis
- Automating ratio analysis and industry benchmarking.
- Detecting trends and analyzing variances through machine learning.
- Presenting insights via AI-enabled dashboards.
Generative AI for Narrative Reporting
- Drafting executive summaries and variance comments using LLMs.
- Generating management discussion & analysis (MD&A) sections with AI assistance.
- Applying prompt engineering techniques to ensure financial storytelling accuracy.
AI for Scenario Planning and Forecasting
- Basics of scenario modeling and simulation using machine learning.
- Constructing dynamic models for forecasting revenue, expenses, and cash flows.
- Conducting stress tests on financials based on macroeconomic conditions.
Embedding AI into Current FP&A Processes
- Enhancing spreadsheet workflows using Python or AI plugins.
- Using collaborative tools and automation for monthly or quarterly close processes.
- Integrating AI 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 meet compliance requirements.
- Implementing controls for AI-supported processes in financial reporting.
Wrap-up and Future Directions
Requirements
- Knowledge of core financial statements and key performance indicators.
- Practical experience with spreadsheets or fundamental data management tools.
- Basic exposure to Python or the readiness to utilize AI-enhanced user interfaces.
Target Audience
- Corporate finance analysts.
- Finance, Planning & Analysis (FP&A) teams.
- Controllers.
14 Hours
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized 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
