AI at Work — Finance & Analysis
ROLE TRANSFORMATION
Intensity Level
APPLIED · ROLE TRACK
Operational Duration
6 WEEKS
Course Code: R2-FIN
Enrolment
Dates announced soon
Register your interest and we'll tell you when the next cohort opens.
MODULE TRACKS
Deep-Dive Specializations
Spreadsheet Automation
Get formulas from plain English, clean messy data fast, and explain inherited spreadsheets. Test every AI result on known data before use.
- • Formula generation and testing
- • Data structuring and de-duplication
- • Verification habits and checklists
- • Copilot inside Excel
Data Analysis & Insight
Summarize datasets, surface trends with AI as a spotlight, and ask sharp analytical questions. Trace every claim back to the data before trusting it.
- • Dataset summaries and reconciliation
- • Trend detection and verification
- • Analytical question framing
- • Bias and confidence checks
Reporting & Forecasting
Turn verified figures into clear narratives, build exec summaries, and create reporting helpers with approval gates. Assistance, never decision-making.
- • Plain-English narrative from numbers
- • Executive summary extraction
- • Scenario structure and assumptions
- • No-code reporting helper workflows
PROGRESSION PATHWAY
Badge Achievement Hierarchy
Analyst Newcomer
Lvl 01
Finance AI Practitioner
Current Tier
Data & AI Analyst
Lvl 03
WEEKLY PLAN
Timeline // 6 weeks · 4 role modules + capstoneWk 1–2
Shared Core
AI Foundations & Guardrails
Cross-role essentials: how AI works, safe use, prompt craft, and the verify-always principle.
Wk 3
Spreadsheet Automation
From formulas to verification
Test AI-generated formulas, clean data systematically, understand inherited sheets. Hands-on with reconciliation.
Wk 4
Data Analysis
Spotlight, then verify
Summarize datasets, use AI to flag trends, trace back to source. Ask better questions. Capture baseline metrics.
Wk 5
Reporting & Forecasting
Numbers to narrative
Draft reports from verified figures, exec summaries for leadership, build a small reporting helper with approval gates.
Wk 6
Capstone
Role Transformation Project
Choose a recurring process, build the full workflow, measure time saved and accuracy held, present findings. Certificate-gating.
TECHNICAL DELIVERABLES
System deployments you will depart with, fully optimized for production environments.
Forge Guarantee
“Complete a recurring finance process (report, reconciliation, or analysis) faster and measurably more accurate, with AI assisting and you verifying every number.”
AI-Assisted Workflow
Documented end-to-end process combining data cleaning, analysis, and reporting with verification and approval steps preserved.
Before/After Impact Report
Time saved and accuracy metrics demonstrating the workflow improves efficiency without compromising verification or financial integrity.
Role Transformation Presentation
Five-slide pitch on the automated recurring process, controls preserved, and next steps—certificate-gating deliverable.