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Course Outline
AI Fundamentals for Finance Professionals
- Understanding AI and machine learning in a financial context.
- Overview of AI model types: classification, regression, and generative models.
- Responsible AI practices: ensuring accuracy, transparency, and ethical usage in reporting.
Automation of Financial Data Processing
- Employing AI tools for data ingestion and extraction from PDFs and spreadsheets.
- Techniques for cleaning and transforming data for analytical purposes.
- Applying OCR, NLP, and LLMs to interpret unstructured financial text.
AI-Enhanced Financial Statement Analysis
- Performing automated ratio analysis and benchmarking.
- Detecting trends and analysing variances through machine learning.
- Visualising insights via AI-driven dashboards.
Generative AI for Narrative Reporting
- Drafting executive summaries and variance commentary using LLMs.
- Assisting in the creation of Management Discussion & Analysis (MD&A) reports.
- Mastering prompt engineering for financial storytelling and precision control.
Scenario Planning and Forecasting with AI
- Introduction to scenario modelling and simulation using ML.
- Developing dynamic models for forecasting revenue, expenses, and cash flows.
- Conducting stress tests on financials based on macroeconomic assumptions.
Integrating AI into Existing FP&A Workflows
- 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-assisted processes within financial reporting.
Summary and Future Steps
Requirements
- Working knowledge of key financial statements and metrics.
- Practical experience with spreadsheets or foundational data tools.
- Basic familiarity with Python or a readiness to engage with AI-enhanced interfaces.
Target Audience
- Corporate finance analysts.
- FP&A teams.
- Controllers.
14 Hours
Testimonials (1)
The background / theory of LLMs, the exercise
