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Course Outline
AI Fundamentals for Financial Professionals
- Defining AI and machine learning within the financial context
- Overview of AI model types: classification, regression, and generative models
- Responsible AI: ensuring accuracy, transparency, and ethical application in reporting
Automation of Financial Data Processing
- Utilizing AI tools for data ingestion and extraction from PDFs and spreadsheets
- Data cleaning and transformation for analytical purposes
- Applying OCR, NLP, and LLMs to interpret unstructured financial text
AI-Powered Financial Statement Analysis
- Automated ratio analysis and benchmarking processes
- Detecting trends and analyzing variances using machine learning
- Visualizing insights through AI-powered dashboards
Generative AI for Narrative Reporting
- Drafting executive summaries and variance commentary using LLMs
- Generating Management Discussion & Analysis (MD&A) with AI assistance
- Prompt engineering techniques for financial storytelling and accuracy control
AI-Assisted Scenario Planning and Forecasting
- Introduction to scenario modeling and simulation using ML
- Developing dynamic models for forecasting revenue, expenses, and cash flows
- Stress testing financial positions under various macroeconomic assumptions
Integrating AI into Existing FP&A Workflows
- Enhancing spreadsheet workflows with Python or AI plugins
- Implementing collaborative tools and automation for monthly/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 in financial reporting
Summary and Future Steps
Requirements
- A solid understanding of key financial statements and metrics
- Proficiency in using spreadsheets or basic data analysis tools
- Basic exposure to Python or a willingness 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
