Business Intelligence & Analytics for Finance Professionals
Course Info
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Course Details
Introduction
Objective
Who should attend
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.ofessional is to step-up and support the value creation process by moving from a narrow reporting role to embrace and exploit the full opportunities provided by today’s Business Intelligence (BI) and Business Analytics (BA) systems.
This course will focus on the tools and techniques used by world-class finance functions to provide the critical business insights C-Suite executives need for effective data driven decision management
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