Financial Analysis Using Analytical Tools 1.0
AI Generalist for Finance Professionals
Transform Finance with AI, Analytics & Automation
A practical, hands-on masterclass designed to help finance professionals use AI, analytical tools and automation to improve productivity, streamline workflows, analyse financial data and create smarter outputs.
Topics Covered
Session 1 · AI Foundations & Finance Productivity
- AI & Generative AI for Finance
- Large Language Models and AI Assistants
- Prompt Engineering for Finance
- AI for research, analysis, emails and reports
- AI-powered productivity and office automation
- Introduction to Google AI Studio
Practical: AI-powered workflows for everyday finance tasks
Session 2 · Finance Analytics & Automation
- Power Query: Data extraction, cleaning & transformation
- VBA: Automating repetitive finance tasks
- Power BI: Financial dashboards & reporting
- Python for finance and data analysis
- Google Apps Script automation
Practical: Build smarter finance workflows
Session 3 · AI Integrations & Advanced Concepts
- ChatGPT, Claude, Gemini, Perplexity & GetMulti
- APIs and AI integrations
- Introduction to Model Context Protocol (MCP)
- Connecting AI with finance workflows
Practical: Design an AI-enabled finance workflow
Course Features
- Expert-led, live & hands-on learning
- Finance-focused practical applications
- Exposure to AI, Python, Power Query, VBA & Power BI
- Real-world automation workflows
- Finance prompts and tool reference resources
Course Highlights
Duration: 3.5 Hours
Date: 04 October 2026
Time: 01:00 PM – 04:30 PM
Mode: Virtual
Format: Live + Hands-On
Trainer: CA Namita Hiranandani
Who Should Attend?
Finance professionals, accountants, FP&A teams, management accountants, finance business partners, CFOs, MIS & reporting professionals, and anyone looking to develop practical AI and finance automation skills.
Enrol Now
Learn how to combine AI, analytics and automation to make finance workflows smarter, faster and more efficient.
