Generative AI for Finance Teams Training

Live Online & Classroom Enterprise Training

Generative AI for Finance Teams explores how AI can streamline financial operations by automating reporting, forecasting, data analysis, and decision-making through intelligent content and insights generation.

Looking for a private batch ?

REQUEST A CALLBACK

Enterprise Reporting
Lifetime Access
CloudLabs
24x7 Support
Real-time code analysis and feedback

What is Generative AI for Finance Teams Course about?

This course is designed to help finance professionals understand and leverage Generative AI (GenAI) to increase efficiency, accuracy, and strategic value within finance functions. It covers how tools like ChatGPT, Copilot, and other GenAI platforms can assist with financial reporting, forecasting, documentation, analysis, and communication. Learners will explore real-world finance use cases, prompt engineering, and responsible AI usage tailored to financial operations.

What are the objectives of Generative AI for Finance Teams Course ?

Understand the fundamentals of Generative AI and its relevance to finance
Use AI to generate financial summaries, reports, and documentation
Streamline monthly, quarterly, and annual reporting tasks using AI
Improve budgeting and forecasting efficiency through AI-supported analysis
Automate email drafting, finance communication, and stakeholder updates
Enhance audit preparation and compliance with faster document review
Apply prompt engineering for finance-specific tasks
Understand ethical, legal, and data governance concerns in financial AI use

Who is Generative AI for Finance Teams Course for?

Finance Analysts
Accounting Professionals
Controllers & CFO Office Staff
Budgeting and Forecasting Teams
Internal Audit and Compliance Teams
ERP/Finance Tech and Transformation Specialists
Shared Services & FP&A Teams

What are the prerequisites for Generative AI for Finance Teams Course?

Basic understanding of finance and accounting workflows
No prior AI or coding experience required
Familiarity with Excel, reporting tools, or ERP systems is helpful

Available Training Modes

Live Online Training

3 Days

Self-Paced Training

30 Hours

Course Outline Expand All

Expand All

Module 1: Introduction to Generative AI for Finance

What is GenAI and how it applies to finance

Overview of AI tools: ChatGPT, Microsoft Copilot, Bard

Benefits and risks in finance operations

Module 2: GenAI in Reporting and Documentation

Drafting financial summaries and management reports

Automating commentary for performance dashboards

Creating SOPs, memos, and finance policies using AI

Module 3: Budgeting, Forecasting & Variance Analysis

Using AI to support scenario generation and assumptions

Interpreting and explaining variance with AI-generated narratives

Enhancing what-if analysis and predictive forecasting

Module 4: Communication and Collaboration

Drafting investor communications and stakeholder updates

Automating internal emails, FAQs, and calendar notes

Translating financial language for non-finance stakeholders

Module 5: Prompt Engineering for Finance Professionals

Crafting prompts for finance tasks (e.g., “Summarize P&L by segment”)

Reusable templates for financial insights, formatting, and reports

Troubleshooting inaccurate or vague AI responses

Module 6: Governance, Accuracy, and Responsible Use

Verifying AI-generated content in a regulated environment

Maintaining data confidentiality and access controls

Risk mitigation and compliance with finance regulations

Module 7: Hands-on Workshop / Capstone Project

Choose a finance use case (e.g., forecast automation, report drafting)

Apply GenAI tools and techniques learned

Present outputs and discuss improvements

Who is the instructor for this training?

The trainer for this Generative AI for Finance Teams Training has extensive experience in this domain, including years of experience training & mentoring professionals.

Reviews

My outlook on training changed completely after attending SpringPeople BPC training. The content, the trainer and infrastructure at SpringPeople were top notch and perfectly in tune with the industry requirements. Regardless to say, training is now something that I look forward to to. Kudos to everyone at SpringPeople!

Shweta Priya

Sony

I attended the 3-day AngularJs training at SpringPeople. The trainer was an industry veteran with vast experience in the subject. Notably, the hands-on training, and the Q&A session stood out. Overall, I found SpringPeople a great place to learn with excellent facilities and great trainers. Would recommend SpringPeople to my colleagues and friends.

Swati Singh

I attended the training on API Design for Mulesoft. The sessions were well planned and value-laden. I benefited immensely from the hands-on experience enabled through virtual labs. I would like to specifically commend the efficiency of the support team who were always available to resolve my concerns.

Nikhil Kohli

Stryker

I attended the jQuery training batch, conducted by Mr. Vijay, an SME who did a thorough coverage of all the essentials. He took us through concepts such as jQuery animations, event handlers, plugins, and jQuery-UI by small programs, very easily. The sessions were useful and well structured. By the end of the training, I was well equipped to develop a SPA on Product Management System. Overall, the learning experience at SpringPeople was great!

Heena Rajan

Mindtree