AI for Finance Professionals

The question: Where do I stand, and what can AI do for me today?

You will learn:

• How AI works and why confident answers can be wrong

• What is safe to share with AI

• How to ask clearly: context, goal, format, example

You will be able to:

• Identify your target roles and skill gaps

• Match your experience to real job descriptions

• Write a stronger LinkedIn headline with Claude and ChatGPT, and check it

You leave with: Target role list, skill gap list, and a stronger LinkedIn headline.

The question: How do I build formulas I can trust?

You will learn:

• Describing a calculation clearly

• Explaining an unfamiliar formula

• Testing with known values

You will be able to:

• Generate and fix Excel formulas

• Audit a practice workbook

• Reconcile a formula with a known total

You leave with: A tested set of Excel requests and your personal checking routine.

The question: How do I find what does not match?

You will learn:

• Cleaning practice transaction data

• Identifying exceptions with AI

• Keeping a clear review trail

You will be able to:

• Reconcile two practice data sets

• Flag and explain exceptions

• Prove every adjustment using the source data

You leave with: A reconciliation workbook and your first progress review.

The question: How do I explain what changed and why?

You will learn:

• Calculating variances

• Testing assumptions and scenarios

• Separating facts from possible explanations

You will be able to:

• Analyze budget versus actual results

• Build a simple scenario

• Label assumptions and unknowns clearly

You leave with: A checked variance analysis for your project.

The question: What would a hiring manager want to see?

You will learn:

• Starting from the decision, not the spreadsheet

• Writing plain language commentary

• Using AI to challenge your conclusions

You will be able to:

• Build a management summary

• Write commentary on a practice result

• Verify every number before you share it

You leave with: A management report you can show.

The question: How do I make my capabilities obvious to a recruiter?

You will learn:

• Writing a project story: problem, approach, result

• What recruiters look for on a profile and resume

• Keeping your own voice when AI helps you write

You will be able to:

• Write a clear project summary with key insights

• Present your experience clearly on LinkedIn

• Tailor your resume to a real job description

You leave with: A LinkedIn ready profile, a tailored resume, a project summary, and your second progress review.

The question: What exactly should I do every day?

You will learn:

• Choosing relevant people and roles

• Writing posts and messages that are specific and honest

• Following up without being pushy

You will be able to:

• Build a target list of people and roles

• Create posts, responses, and reach outs with the LinkedIn outreach tool

• Track your connections, applications, and follow ups

You leave with: Your first outreach completed and a daily routine you can repeat.

The question: Can I explain my work with confidence?

You will learn:

• Presenting a project in a few clear minutes

• Answering how you used and checked AI

• Planning your next steps after the course

You will be able to:

• Present your financial analysis with confidence

• Answer recruiter and hiring manager questions

• Complete your Playbook and a 30 day plan

You leave with: A presented project, interview practice, your finished Playbook, and a final progress review.

The question: What can I show an employer?

You will learn:

• Choosing a problem worth solving

• What a finished, defensible project includes

• How to show the value of your work

You will be able to:

• Complete a checked financial analysis from start to finish

• Document how you used and checked AI

• Present your result and your Playbook

You leave with: A finished project to show on LinkedIn, discuss with recruiters, and explain in interviews.