Generative AI For Finance Tutorial

Generative AI For Finance Tutorial

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Who it’s for: This course is designed for finance professionals who want practical, job-focused ways to use generative AI in their daily work. It is especially valuable for people working in FP&A, financial reporting, data analysis, treasury, finance operations, and related finance functions who want to use tools like Microsoft Copilot, Google Gemini, or ChatGPT to work more strategically, improve efficiency, and get more value from financial data and processes.

What it is: Generative AI is a type of artificial intelligence that uses large language models to create new content based on the information it has been trained on, the prompts users provide, and the patterns it recognizes across that data. Generative AI is the technology behind tools like ChatGPT, Microsoft Copilot, Gemini, Perplexity, and Claude, which can help users write emails, do research, brainstorm ideas, learn new concepts, and even work with files, images, and spreadsheets.

What you’ll learn: In this training, viewers will learn how to apply generative AI to real finance scenarios, including forecasting budget versus actuals, improving month-end close processes, analyzing headcount and revenue data to support executive decisions, preparing for treasury negotiations, and turning informal process knowledge into structured SOPs. The course also shows how finance teams can use AI as a strategic thought partner to analyze data, surface risks, ask better questions, summarize findings, and streamline operational workflows while keeping data sensitivity and safe usage in mind.

Start 0:00
Introduction 0:06
FP&A 4:12
Financial Reporting 13:31
Data Analysis 24:50
Treasury 33:37
Finance Operations 42:30
Conclusion 52:58

#copilot #claude #generativeai #chatgpttutorial

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