Services / Department AI Training / Financial Planning and Analysis
AI Training for Financial Planning and Analysis
AI for forecasting, scenario modeling, and board reporting, with checks that keep the numbers defensible.
$150 per hour. $125 per hour when two or more departments train together.
Most departments need about 6 to 8 hours in total: a 3-hour workshop, about 3 hours preparing your guide and playbook, and a 1-hour follow-up.
What your team learns
- Building scenario models with AI
- Driver-based forecasting
- Writing variance narratives
- Using the AI features in your spreadsheets well
Rules and risks we cover
- Validating models before forecasts reach leadership
- Version control and documentation of AI-built models
- Confidentiality of nonpublic financial information
What’s included
- A half-day workshop, on-site or virtual, built around your department’s real tasks
- A department AI use guide: approved uses, data rules, and review steps
- A playbook of prompts and workflows your team can use the next day
- A follow-up session 30 days later to answer questions and adjust the playbook
Related services
- AI Data Readiness AssessmentAn assessment of whether your data is accurate, permitted, and well-governed enough to use with AI.
- AI Risk ReviewAn independent review of one AI tool, vendor, or use case before you adopt it or expand it.
Other corporate departments
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