Class is in session

AI Use Cases for finance professionals

5 Weeks

Cohort-based Course

This course will teach you about AI tech use cases for the Finance domain. From book-keeping, analysis, planning, modelling to management.

Class is in session

AI Use Cases for finance professionals

5 Weeks

Cohort-based Course

This course will teach you about AI tech use cases for the Finance domain. From book-keeping, analysis, planning, modelling to management.

Hosted by

Manish Gupta

CFO with Hotel company, having 15 years of experience. Taught over 1000 learners

Manish Gupta

CFO with Hotel company, having 15 years of experience. Taught over 1000 learners

Course overview

You will be 10x productive and efficient after the class

After completing the class you will be able to focus on what is most important for your in business instead of stucking with

- manual reconciliations

- spending time in making presentations

- analyzing data manually

Your will be able to contribute more by

- increase by including big data,

- Carry out market research and use data to make plans

- Automate meeting notes and action plans focusing more on business

Who is this course for

You may be Startup Founder incharge of finances to analyse and make plans.

Finance Professional working in small or large team responsible to provide leadership support but stuck in volume of tasks.

Financial professional Seeking to grow as leader by doing more and being more effective in work.

You may be Startup Founder incharge of finances to analyse and make plans.

Finance Professional working in small or large team responsible to provide leadership support but stuck in volume of tasks.

Financial professional Seeking to grow as leader by doing more and being more effective in work.

CEO / CXO Looking to support their finance team with leadership but unable to find the time.

What you’ll get out of this course

Curate a AI toolkit designed for your goals

You will be able to compile a toolkit for yourself, designed specifically for your task and work routine

Craft effective prompts to get maximum output from AI models for your projects

Garbage in - Garbage out.

you will be able to craft effective prompts for various tasks.

Create customised Models for your unique needs or use private data

We will explore tools for make customized AI tools for your unique needs and data. You may use them to interact with clients, employees and stakeholders. Communicate your data, resolve their queries in your style without being there using AI tools.

Analyse financial statements & Big Data to make decisions and create insights for decision making

Not just calculating ratio analysis, creating insights using other narrative information. Prepare and present these insights to decision makers using interactive tools.

Manage your finance team effectively

Hire, develop and manage their performance using AI enabled tools.

We will go beyond ChatGPT and explore other tools.

Work faster and automate mundane jobs to focus on big picture

Manage your work loads, get coached, meeting note takers, analyze reports, learn faster and many other aspects to make you 10x faster.

Create Strategic plans through market research and analysis

Using market research, to create Business plans & Models, carry out SWOT anlaysis, take help in making strategies for business.

This course includes

6 interactive live sessions

Lifetime access to course materials

15 in-depth lessons

Direct access to instructor

7 projects to apply learnings

Guided feedback & reflection

Private community of peers

Course certificate upon completion

Maven Satisfaction Guarantee

This course is backed by Maven’s guarantee. You can receive a full refund within 14 days after the course ends, provided you meet the completion criteria in our refund policy.

Course syllabus

Expand all modules

Week 1
Jun 29—Jun 30
Week dates are set to instructor's time zone
Events
Jun
29
Session 1 - Introduction to Ai tools and getting started
Session 1 - Introduction to Ai tools and getting started
Sat, Jun 29, 3:30 PM - 5:00 PM UTC
Modules
Getting Started with AI Tools
Getting Started with AI Tools
4 Lessons • 2 Projects
Week 2
Jul 1—Jul 7
Week dates are set to instructor's time zone
Events
Jul
6
Session 2 - Accounting & Bookkeeping Use cases
Session 2 - Accounting & Bookkeeping Use cases
Sat, Jul 6, 3:30 PM - 5:00 PM UTC
Modules
Bookkeeping and Accounting Aspects
Bookkeeping and Accounting Aspects
4 Lessons • 1 Project
Week 3
Jul 8—Jul 14
Week dates are set to instructor's time zone
Events
Jul
13
Session 3 - Finance and Data Analysis
Session 3 - Finance and Data Analysis
Sat, Jul 13, 3:30 PM - 5:00 PM UTC
Modules
Finance and Data Analysis
Finance and Data Analysis
2 Lessons • 1 Project
Week 4
Jul 15—Jul 21
Week dates are set to instructor's time zone
Events
Jul
20
Session 4 - Financial Modelling and Business Planning
Session 4 - Financial Modelling and Business Planning
Sat, Jul 20, 3:30 PM - 5:00 PM UTC
Modules
Financial Modelling and Business Plans
Financial Modelling and Business Plans
2 Lessons • 1 Project
Week 5
Jul 22—Jul 28
Week dates are set to instructor's time zone
Events
Jul
27
Session 5 - Tax Planning, Strategic Management and Producitivity
Session 5 - Tax Planning, Strategic Management and Producitivity
Sat, Jul 27, 3:30 PM - 5:00 PM UTC
Jul
28
Optional: Demo Day
Optional: Demo Day
Sun, Jul 28, 2:30 PM - 4:00 PM UTC
Modules
Management functions and Productivity
Management functions and Productivity
3 Lessons • 1 Project
Post-Course
Modules
Capstone Project
Capstone Project
1 Project

Meet your instructor

Manish Gupta

Manish has been instructing on various topics such AI, finance, hospitality.

Teaching and coaching is my passion and implementing such learnings is my day Job.

So while learning with me, you will get the best of both, practical understanding and coaching to grasp concepts in a relatable manner.

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