AI
AI for Finance and Data Analysis
Apply AI to automate reports, analyse data and forecast as a finance professional or business analyst.
Format
Live instructor-led
Hands-on, question-led sessions
Location
London NW10 or online
9 Station Terrace, NW10 5RT
Level
All levels
Small groups, hands-on, expert-led
Private / bespoke course
Select a date that suits you or your team.
Content fully customised. We'll quote based on group size, location and any bespoke material you'd like covered.
Book as team training Reserve a date for me 020 8269 4260Invoice payment available · Prices subject to VAT
Who this course is for
This course is for finance professionals and business analysts at any level who want to harness AI tools to automate routine reporting, improve data analysis and enhance forecasting capabilities in their daily work.
Prerequisites
Basic IT literacy and an understanding of your goals in using AI.
What you'll learn
Understanding AI tools across finance functions, giving you a clear picture of where they add the most professional value.
How to write and troubleshoot Excel formulas with AI, generating complex functions from a plain-language description of the task.
Analysing financial datasets with AI, identifying trends, variances and anomalies across reports, budgets and actuals quickly.
How to draft management accounts commentary and board reports with AI, turning raw figures into clear, stakeholder-ready narrative.
Using AI for forecasting and scenario planning, modelling financial assumptions and summarising implications for senior decision-makers.
Automating routine finance tasks with AI, reducing the time spent on reconciliations, templates and recurring reporting processes.
How to communicate complex financial data more clearly with AI, producing executive summaries and briefings for non-financial audiences.
Building responsible AI habits in a finance environment, ensuring outputs are verified and governance standards are maintained throughout.
Course outline
What you’ll cover
Understanding AI and Its Role in Finance
- Reviewing the AI tools currently used across finance functions including reporting, forecasting, analysis and compliance
- Understanding the difference between AI writing assistants, AI-powered spreadsheet tools and specialist finance AI platforms
- Understanding how mainstream AI assistants such as Copilot, ChatGPT, Claude and Gemini can be applied to everyday finance tasks
- Recognising where AI adds the most value in a finance context and where professional judgement remains essential
- Understanding the data privacy, governance and compliance considerations of using AI with financial information
Using AI to Work Faster in Excel and Spreadsheets
- Using an AI assistant to write, explain and troubleshoot Excel formulas from a plain-language description of the task
- Generating complex functions including XLOOKUP, INDEX MATCH, SUMIFS and nested IF statements with AI assistance
- Using AI to build and format pivot tables, data summaries and financial models more efficiently
- Prompting AI to identify errors, inconsistencies and anomalies in spreadsheet data
- Using AI to automate repetitive spreadsheet tasks by generating VBA macros or Python scripts from a written brief
Analysing Financial Data with AI
- Uploading financial datasets, reports and spreadsheets to an AI assistant for analysis and interpretation
- Asking AI to identify trends, variances, outliers and patterns across financial data
- Using AI to compare actual versus budget figures and generate commentary on key variances
- Prompting AI to produce structured summaries of complex financial datasets in plain, stakeholder-ready language
- Understanding the limitations of AI-generated analysis and the importance of verifying outputs against source data
Writing Financial Reports and Commentaries with AI
- Using AI to draft management accounts commentary, board reports and financial summaries from data inputs
- Prompting AI to adjust tone, detail and language for different audiences: finance teams, senior leadership and non-financial stakeholders
- Using AI to turn raw figures into structured narrative: explaining performance, context and recommendations clearly
- Editing and improving existing financial reports with AI: tightening language, improving clarity and reducing length
- Maintaining accuracy and professional standards when using AI-generated commentary in formal financial documents
Forecasting and Scenario Planning with AI Support
- Using AI to structure financial forecasts, budgets and multi-year projections from historical data and assumptions
- Prompting AI to model different business scenarios and summarise the financial implications of each
- Using AI to stress-test assumptions, identify sensitivities and flag risks within a financial model
- Generating cash flow forecasts, headcount cost models and capital expenditure summaries with AI assistance
- Using AI to produce clear, concise scenario summaries suitable for presenting to finance committees or boards
Automating Routine Finance Tasks with AI
- Identifying which routine finance tasks are most suitable for AI assistance: reconciliations, data entry checks and report generation
- Using AI to draft templates for recurring finance processes: month-end checklists, accruals schedules and audit preparation
- Prompting AI to produce structured process documentation and standard operating procedures for finance workflows
- Using AI to summarise and categorise transaction data, expenses and cost allocations quickly and consistently
- Building a personal prompt library for frequently repeated finance tasks to save time across reporting cycles
Communicating Financial Information More Clearly
- Using AI to translate complex financial data into plain language for non-financial audiences
- Drafting financial presentations, investor updates and stakeholder briefings with AI assistance
- Prompting AI to produce executive summaries, key message frameworks and talking points from detailed financial reports
- Using AI to improve the clarity, structure and persuasiveness of financial communications across different formats
- Reviewing and personalising AI-generated financial communications to maintain professional credibility and accuracy
Using AI Responsibly in a Finance Environment
- Understanding data security obligations when using AI tools with sensitive financial and commercially confidential information
- Establishing clear guidelines for AI use within a finance team to ensure consistency, accuracy and compliance
- Developing a review and sign-off process for AI-generated financial content before it is shared or published
- Understanding where AI outputs require professional verification: statutory accounts, regulatory submissions and audited figures
- Building confident, responsible AI habits that improve productivity without compromising financial integrity or governance standards
Included
- Live expert-led instruction
- Practical exercises and workflow examples
- Live Q and A and troubleshooting with the trainer
- Follow-up support guidance
Frequently asked questions
Is this AI for Finance and Data Analysis course suitable for me?
This course is designed for people who are new to using AI for Finance and Data Analysis, or have been doing this for a while but have never had formal training or who would like to learn best practice in the suject. If you are have any questions about whether the course could meet your needs, please speak to our customer service team, who will be delighted to advise you.
How is the content taught throughout the AI for Finance and Data Analysis course?
Our AI for Finance and Data Analysis course is extremely interactive. You will be using AI throughout the day, working through finance and data analysis examples and live projects under the guidance of our trainer, who will be inviting questions and supporting you through each step.
How many people are likely to be in the class when I attend the AI for Finance and Data Analysis course?
For private classes in AI for Finance and Data Analysis , we recommend a maximum of 8 to 10 people from the same company in the class. Please ask our customer service team to help you find the right balance of people per class and the number of days training you need.
Should I attend the AI for Finance and Data Analysis course in person or live online?
For in-person courses at our London training centre, you will receive a warm personal welcome, your choice of the latest Mac or PC and morning and afternoon refreshments. If you prefer to attend remotely, rest assured that you will be taught live by the same experts that deliver our in-person courses, covering the same training content, using the same exercises and materials. A second monitor is recommended but not essential.
What support is available after I attend the AI for Finance and Data Analysis course?
We offer ongoing support to our AI for Finance and Data Analysis course attendees through email and by arrangement, phone calls. You are welcome to ask any questions on topics covered during training. Our trainer will always do their best to explain principles and help you with any issues you encounter.
Will I receive a certificate upon completion of my AI for Finance and Data Analysis course?
Yes, you'll receive a certificate of completion from Transmedia, demonstrating your knowledge and attendance on our AI for Finance and Data Analysis course. Our certificates note our Authorised Training Centre status.
Reviews
Just finished a bespoke course in Photoshop and AI. Learned an awful lot. My trainer was very knowledgeable and was very happy to answer lots of questions that I had throughout. Highly recommend.
Rachel P — June 2026
Gorgeous premises and lovely, knowledgeable team. I really enjoyed my course - the tutor was friendly and professional and happy to answer any questions and tailor the course.
Quadrotech — June 2026
Fantastic and super valuable training! Our trainer shaped the training fully to our needs, adapted, accelerated and deep diving when needed. I learned so much these past days with tangible examples.
Adobe — June 2026
The trainer was excellent. He kept the course interactive and engaging. The small sessions made it easy to get clarifications. The pleasant office is well situated, so easy to find and get to.
UNICEF — June 2026
Fantastic and super valuable training! Fantastic and super valuable training! Tony shaped the training fully to our needs, adapted, accelerated and deep diving when needed. I learned so much these past days with tangible examples Tony provided.
Adobe — June 2026
The trainer, Lee, was excellent. He rattled through the key elements of Premiere Pro while keeping the course interactive and engaging. The small sessions made it easy to get 1:1 support or clarifications. The pleasant and well equipped office is well situated in Kensal Rise, so easy to find and get to. I learnt a alot - and now feel up to date with latest Premiere Pro options and AI integrations.
UNICEF — June 2026
The training was great, thank you. My trainer was very thorough with everything and I definitely left with new knowledge and skills. And thanks for sending the materials across.
Live Union — June 2026
Hi Brook, Sorry for the delay - I was on AL yesterday! The training was great, thank you. Tony was very thorough with everything and I definitely left with some new knowledge and skills. I'll leave a review later today. Thanks for sending the materials across. Have a lovely rest of your day!
Live Union — June 2026
Our trainer was great. Very knowledgeable and also flexible with adjusting to our very specific questions and scenarios. I learned loads and look forward to using my new Figma skills.
Adobe — June 2026
One of the better training sessions I've had in years. I highly recommend anyone who wants to learn more about Figma, but also any other Adobe Creative Cloud application, to take courses here.
Adobe — June 2026
The Design and Development areas of Clarks shoes has been using Transmedia as a training partner for eight years now, mainly in the 'creative' Adobe applications - Photoshop, Illustrator, InDesign and Premiere. In that time we have built an excellent working relationship with the management and admin teams and several of their core trainers. This has had a major influence in raising the skill levels and quality of our artwork across our design teams- recently extending across the Atlantic, delivering training to our US based designers. Staying with Transmedia has given us continuity and enabled the trainers to really come to understand what Clarks require and thus able to deliver real value for money. The staff are always friendly and a pleasure to deal with - whilst being efficient and professional throughout. Nothing is ever too much trouble. I really can't recommend Transmedia highly enough.
Clarks International — June 2026
I wish all training courses were run this well!
RPS Design — June 2026
The course was excellent - exactly to my company's needs. All questions were answered and concepts explained very clearly.
Hannah Griffiths — June 2026
First class - The trainer was extremely knowledgeable and answered all our questions.
MOD — June 2026
We found the course very useful and wished that we had more time. I was really impressed by our trainer's expertise in software that's being updated very frequently.
Baillie Gifford — May 2026
Wonderful trainer Lisa - fun, friendly, informative and comprehensive course! Thank you very much indeed.
Structural Soils Ltd — May 2026
Very much appreciated and enjoyed the introductory course. It was very in-depth and Tony did a fantastic job of covering each individual section of Figma in great detail; no stone was left unturned. Tony is clearly passionate about what he does, which made the course that much more enjoyable and valuable. Looking forward to the advanced course next month - eager to continue learning more from him.
Wren Kitchens — May 2026
I really enjoyed my course. Tony is a really good trainer and tailored the day according to my level and needs.
Delegate — May 2026
Very thorough course and enthusiastic trainer who was very helpful and responsive to individual needs.
NVIDIA — May 2026
Very helpful, informative training. Relaxed atmosphere and felt very comfortable asking questions.
The White Company — May 2026
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Need a bespoke course or group booking?
We train teams at their offices across London and the UK. Call us or email to discuss.