AI for Financial Analysts: Automate Forecasts, Reports, and Dashboards

Enable financial analysts to leverage AI for automating data analysis, reporting, and visualization tasks.
Duration: 1 Day
Hours: 3 Hours
Training Level: All Levels
Virtual Class Id: 53220
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$199.00 $332.00
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About the Course:

Step into the next era of financial analysis with AI for Financial Analysts: Automate Forecasts, Reports, and Dashboards, a comprehensive, hands-on session designed to help finance professionals harness the power of artificial intelligence for greater efficiency, accuracy, and insight.

In today’s fast-paced financial landscape, analysts are under increasing pressure to deliver faster insights, deeper forecasts, and more impactful visualizations. Traditional tools like spreadsheets and manual reporting can no longer keep up with the demands of real-time decision-making and ever-changing business dynamics.

This session will show you how to:

  • Automate financial forecasting using machine learning models, with no coding required.
  • Streamline the creation of recurring reports and financial statements with AI-powered tools.
  • Build dynamic dashboards that update in real time and deliver actionable insights to stakeholders.
  • Integrate AI with Excel, Power BI, or Google Sheets for seamless workflow enhancements.

Reduce manual errors and save hours on data prep and analysis.

Whether you're working in corporate finance, FP&A, investment analysis, or consulting, this session will equip you with practical, no-code, or low-code tools that you can apply immediately to your daily workflow.

Through real-world case studies, interactive exercises, and guided demos, you’ll learn how to go from reactive analysis to proactive strategy, unlocking new value from your data and freeing up time for higher-impact work.

Course Objective:

  • Automate the generation of financial reports and dashboards.
  • Utilize AI for real-time data analysis and forecasting.
  • Enhance decision-making with AI-driven insights.

Who is the Target Audience?

  • Financial analysts, business intelligence professionals, and FP&A teams.

Basic Knowledge:

  • Tableau with AI Integration: Advanced data visualization with AI capabilities.
  • QuickBooks AI: Automated financial reporting and analysis features.

Curriculum
Total Duration: 3 Hours
AI in Financial Analysis

  • Exploring AI applications in data analysis and reporting.  

Automating Reports and Dashboards

  • Hands-on session creating AI-powered reports.  

Real-Time Forecasting

  • Using AI for dynamic financial forecasting.  

Integrating AI Tools

  • Best practices for incorporating AI into existing workflows.