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Course Outline
AI Fundamentals for Finance Professionals
- Understanding AI and machine learning within the financial sector
- Exploring model types: classification, regression, and generative models
- Responsible AI: ensuring accuracy, transparency, and ethical application in reporting
Streamlining Financial Data Processing
- Applying AI tools for data ingestion and extraction from PDFs and spreadsheets
- Data cleaning and transformation techniques for analysis
- Using OCR, NLP, and LLMs to interpret unstructured financial text
AI-Enhanced Financial Statement Analysis
- Automated ratio analysis and peer benchmarking
- Identifying trends and conducting variance analysis via machine learning
- Visualizing insights through AI-powered dashboards
Generative AI for Narrative Reporting
- Drafting executive summaries and variance commentary using LLMs
- Developing Management Discussion & Analysis (MD&A) with AI assistance
- Refining prompts for financial storytelling while maintaining accuracy control
Scenario Planning and Forecasting via AI
- Overview of scenario modeling and simulation using ML
- Constructing dynamic models for revenue, expense, and cash flow projections
- Stress-testing financials against macroeconomic assumptions
Integrating AI into Existing FP&A Workflows
- Enhancing spreadsheet processes with Python or AI plugins
- Employing collaborative tools and automation for monthly and quarterly close processes
- Incorporating AI into Excel, Power BI, or cloud-based FP&A platforms
Audit, Governance, and Internal Controls
- Ensuring AI explainability and internal audit preparedness
- Documenting assumptions and AI outputs for compliance adherence
- Establishing controls for AI-assisted processes in financial reporting
Conclusion and Future Directions
Requirements
- Proficiency with core financial statements and key performance metrics
- Practical experience with spreadsheets or fundamental data management tools
- Basic knowledge of Python or a readiness to work with AI-enhanced user interfaces
Target Audience
- Corporate Finance Analysts
- FP&A Teams
- Controllers
14 Hours
Testimonials (1)
The background / theory of LLMs, the exercise
