Business Intelligence & Analytics for Finance Professionals
Course Info
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Course Details
Introduction
Objective
Who should attend
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Finance teams today are expected to do more than just report the numbers — they’re expected to tell the story behind them. Business Intelligence (BI) and Analytics give finance professionals the tools to do exactly that: turn data into insight, and insight into action.
This Business Intelligence & Analytics for Finance Professionals course is built to help you bridge the gap between traditional finance work and modern data-driven decision-making. Over five days, you'll explore how BI and analytics tools — like Power BI, Excel, Tableau, and predictive models — can support smarter planning, forecasting, and performance tracking.
We’ll cover key concepts like statistical analysis, data visualization, financial dashboards, and agile implementation strategies. But it’s not just about tools — it's about learning how to think analytically, identify what drives value, and communicate your insights clearly to decision-makers.
Whether you're creating your first financial dashboard or leading a BI initiative in your department, this course will help you build the mindset, skill set, and confidence to use analytics as a core part of your finance strategy.
Course Outline
Business Models & Processes in a Finance Context
- Introduction to business models and their role in creating value for stakeholders
- Exploring key business processes and process mapping techniques for finance professionals
- Determining the key role and responsibilities of the finance profession in modern organizations
- Introduction to business process improvement and reengineering frameworks
- Understanding data-driven decision management (DDDM) in finance strategy
- Identifying financial value drivers and key performance indicators (KPIs) for long-term success
