Upcoming · CAQA AI AcademyLevel 2

AI for Financial Reporting and Analysis

Enable finance staff to use AI to prepare and validate data, analyse variances, support forecasts and scenarios, and identify anomalies, while protecting confidentiality, keeping financial controls intact and verifying every figure before it reaches a decision maker.

Upcoming course. LMS delivery and enrolment are not open. Release dates will be confirmed.

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Planned learning outcomes

  1. Prepare, reconcile and validate financial data with AI assistance and documented checks
  2. Produce variance analysis and management report commentary in which every figure is traced and recomputed
  3. Use AI to support driver-based forecasts and measure forecast accuracy
  4. Apply AI to anomaly identification and scenario analysis, and follow up findings fairly and through proper channels
  5. Protect financial confidentiality and keep segregation of duties, delegations and audit trails intact when AI is used
  6. Prepare an AI-assisted management report from a sample dataset with a complete verification record