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Course Outline
AI Foundations for Financial Professionals
- What is AI and machine learning in the context of finance
- Types of AI models: classification, regression, generative models
- Responsible AI: accuracy, transparency, and ethical use in reporting
Automating Financial Data Processing
- Using AI tools for data ingestion and extraction from PDFs and spreadsheets
- Cleaning and transforming data for analysis
- Leveraging OCR, NLP, and LLMs to interpret unstructured financial text
AI-Driven Financial Statement Analysis
- Automated ratio analysis and benchmarking
- Trend detection and variance analysis using machine learning
- Visualizing insights using AI-powered dashboards
Generative AI for Narrative Reporting
- Using LLMs to draft executive summaries and variance commentary
- Creating management discussion & analysis (MD&A) with AI support
- Prompt engineering for financial storytelling and accuracy control
Scenario Planning and Forecasting with AI
- Introduction to scenario modeling and simulation with ML
- Building dynamic models for revenue, expense, and cash flow forecasting
- Stress testing financials under macroeconomic assumptions
Integrating AI into Existing FP&A Workflows
- Augmenting spreadsheet workflows with Python or AI plugins
- Collaborative tools and automation for monthly/quarterly closes
- Embedding AI into Excel, Power BI, or cloud FP&A platforms
Audit, Governance, and Internal Controls
- AI explainability and internal audit readiness
- Documenting assumptions and AI outputs for compliance
- Setting controls for AI-assisted processes in financial reporting
Summary and Next Steps
Requirements
- Familiarity with key financial statements and metrics
- Experience using spreadsheets or basic data tools
- Some exposure to Python or willingness to use AI-enhanced interfaces
Audience
- Corporate finance analysts
- FP&A teams
- Controllers
14 Hours
