Course : AI Applied to Management Control, Analysis, and Forecasting in the Banking SectorAutomate your analyses and improve the reliability of your financial forecasts
Practical course - 2d
- 14h00 - Ref. IGO
|
Download in PDF format
Share this course by email
 | Analyze and forecast budget data using AI tools and advanced data processing techniques |
| Automate the generation of relevant financial analyses using generative AI tools |
| Create Excel reports quickly and efficiently in a simplified way using AI features |
| Structure and ensure the reliability of financial data to optimize its use with AI tools |
| Integrating concrete AI use cases into financial analysis and forecasting processes |
Intended audience
Management accountants, finance managers, financial analysts, RAFs, finance professionals looking to integrate AI into their practices, and financial performance consultants.
Prerequisites
None
Practical details
A mix of theoretical instruction, demonstrations, hands-on workshops, and case studies.
Course schedule
1 Understanding the Benefits of AI for the Analysis, Forecasting, and Visualization of Banking Data
- Identify the key concepts of artificial intelligence and generative AI
- Identify relevant use cases in management accounting (analysis, reporting, forecasting)
- Identifying Relevant Use Cases in Financial Analysis
- Identify relevant use cases for budget or cash flow forecasting
- Map current processes and identify opportunities for automation
- Assess the benefits and limitations of AI tools (reliability, bias, data security)
- Discover the main generative AI tools available
Hands-on work
Group workshop: Mapping participants’ management control processes and identifying tasks that can be automated (work in small groups). Guided case study: Analyzing a traditional reporting process and proposing improvements using AI (in pairs). Interactive demonstration: exploring and getting hands-on experience with automation options using Excel Copilot and Google Sheets to examine simple use cases (individual work with instructor assistance).
2 Prepare and organize data for use by AI
- Structure financial data to make it usable (cleaning, standardization)
- Use Excel's advanced features (Power Query, Office Scripting, pivot tables)
- Organize data to facilitate automated analysis
- Identify relevant internal and external data sources
- Ensure data reliability to guarantee the quality of the analyses produced
Hands-on work
Individual exercise: Cleaning and transforming a financial data file using Power Query or Office Script. Pair workshop: Structuring a dataset to enable automated analysis of discrepancies. Practical exercise: detecting and correcting errors in a real dataset (guided work with group presentation).
3 Automate data processing and report generation
- Automate the analysis of trends and variations in data (budget variances, cash flow gaps)
- Use AI tools to identify trends and anomalies
- Create dynamic dashboards with Power BI or Excel
- Use AI tools to generate scripts for automating data processing
- Automate the creation of recurring reports in Excel using Script Office
Hands-on work
Case Study: Variance Analysis on a Complete Dataset. Hands-On Workshop: Creating an Automated Dashboard in Excel Using Script Office or Power BI. Guided Exercise: Using an AI Tool to Detect Anomalies in Financial Data.
4 Generate Automated Financial Analyses Using AI
- Conduct a meaningful financial analysis based on the data (analysis, explanation, recommendation)
- Crafting Effective Prompts to Elicit Actionable Feedback
- Use a generative AI tool to generate automated comments based on financial metric data
- Customize and ensure the reliability of generated content
- Integrating automated comments into an existing reporting system
- Set up an automated AI agent for recurring analysis needs
Hands-on work
Individual workshop: Writing prompts to generate financial comments based on a dataset. Partner exercise: Comparing human comments with AI-generated comments (critical analysis). Simulation: Improving and validating automatically generated comments (guided work with feedback from the instructor).
5 Creating Financial Forecasts with the Help of AI
- Identify appropriate forecasting methods (trends, regression, scenarios)
- Use Excel's forecasting functions (FORECAST, trends)
- Using AI Tools to Automate Financial Data Forecasting
- Developing Scenarios and Analyzing Their Impact
- Interpreting and Validating the Results of Forecasting Models
Hands-on work
Individual exercise: Creating a simple forecasting model in Excel using historical data. Small-group workshop: Developing scenarios (optimistic, realistic, pessimistic) and analyzing their impacts. Case study: Using an AI tool to generate a forecast and comparing it with a traditional model.
PARTICIPANTS
Management accountants, finance managers, financial analysts, RAFs, finance professionals looking to integrate AI into their practices, and financial performance consultants.
PREREQUISITES
None
TRAINER QUALIFICATIONS
The experts leading the training are specialists in the covered subjects. They have been approved by our instructional teams for both their professional knowledge and their teaching ability, for each course they teach. They have at least five to ten years of experience in their field and hold (or have held) decision-making positions in companies.
ASSESSMENT TERMS
The trainer evaluates each participant’s academic progress throughout the training using multiple choice, scenarios, hands-on work and more.
Participants also complete a placement test before and after the course to measure the skills they’ve developed.
TERMS AND DEADLINES
Registration must be completed 24 hours before the start of the training.
ACCESSIBILITY FOR PEOPLE WITH DISABILITIES
Do you need special accessibility accommodations? Contact Mrs. Fosse, Disability Manager, at psh-accueil@orsys.fr to review your request and its feasibility.
Management accountants, finance managers, financial analysts, RAFs, finance professionals looking to integrate AI into their practices, and financial performance consultants.
PREREQUISITES
None
TRAINER QUALIFICATIONS
The experts leading the training are specialists in the covered subjects. They have been approved by our instructional teams for both their professional knowledge and their teaching ability, for each course they teach. They have at least five to ten years of experience in their field and hold (or have held) decision-making positions in companies.
ASSESSMENT TERMS
The trainer evaluates each participant’s academic progress throughout the training using multiple choice, scenarios, hands-on work and more.
Participants also complete a placement test before and after the course to measure the skills they’ve developed.
TEACHING AIDS AND TECHNICAL RESOURCES
• The main teaching aids and instructional methods used in the training are audiovisual aids, documentation and course material, hands-on application exercises and corrected exercises for practical training courses, case studies and coverage of real cases for training seminars.
• At the end of each course or seminar, ORSYS provides participants with a course evaluation questionnaire that is analysed by our instructional teams.
• A check-in sheet for each half-day of attendance is provided at the end of the training, along with a course completion certificate if the trainee attended the entire session.
• The main teaching aids and instructional methods used in the training are audiovisual aids, documentation and course material, hands-on application exercises and corrected exercises for practical training courses, case studies and coverage of real cases for training seminars.
• At the end of each course or seminar, ORSYS provides participants with a course evaluation questionnaire that is analysed by our instructional teams.
• A check-in sheet for each half-day of attendance is provided at the end of the training, along with a course completion certificate if the trainee attended the entire session.
TERMS AND DEADLINES
Registration must be completed 24 hours before the start of the training.
ACCESSIBILITY FOR PEOPLE WITH DISABILITIES
Do you need special accessibility accommodations? Contact Mrs. Fosse, Disability Manager, at psh-accueil@orsys.fr to review your request and its feasibility.
This programme is an original creation, developed by the teaching teams at ORSYS Formation. Any reproduction, representation, adaptation or use, in whole or in part, without the prior written authorisation of ORSYS, is strictly prohibited. ORSYS reserves the right to take any action necessary to protect its intellectual property rights.
Dates and locations
Dernières places
Date garantie en présentiel ou à distance
Session garantie
This programme is an original creation, developed by the teaching teams at ORSYS Formation. Any reproduction, representation, adaptation or use, in whole or in part, without the prior written authorisation of ORSYS, is strictly prohibited. ORSYS reserves the right to take any action necessary to protect its intellectual property rights.