Learn how finance teams can use AI as an analysis helper while keeping numbers and judgment in human hands.
Includes practical lessons, exercises, and a clear next step after you enroll.
About this course
Curriculum
Lessons are listed in order. Each one has a goal, a walkthrough, practice, and a short check before you continue.
- 01Forecasts are assumptions plus mathAI can help the narrative, not invent the drivers.
- 02Clean series and definitionsCalendar, currency, and restatements in a dictionary.
- 03Scenarios, not a single fake-precise numberLow, base, high with named assumptions.
- 04Explain a variance like a finance partnerPrice, volume, mix — hypotheses to check in the ledger.
- 05What never to pasteMaterial nonpublic, full customer files, live account numbers.
- 06A monthly forecast ritualSame pack, same questions, human sign-off.
- 07Workshop: a complete pass on a real taskCombine the earlier lessons into one working example you can keep.
- 08Quality bar, common mistakes, and a 30-day planLock in a checklist so the skill survives after the course ends.
- 09Measure results so you know the work is actually betterAdd a simple evaluation so quality and cost are not guesswork.
- 10Ship it: handoff, monitoring, and the next projectPut the workflow where other people can use it without you in the room.