AI for Finance, Budget & Audit

COURSE DESCRIPTION

Finance functions spend disproportionate time explaining numbers rather than producing them. This course covers expenditure variance analysis, project proposal and PC-1 narrative support, audit observation replies with a traceable evidence trail, and management financial summaries. AI is used for analysis and drafting; the figures themselves remain under human control, and the course is explicit about that boundary.

WHO SHOULD ATTEND

• Managers and Deputy Directors (Accounts & Finance)
• Budget and expenditure control staff
• Internal audit and compliance officers
• Project finance and PC-1 preparation teams

DURATION AND FORMAT

2 days (14 contact hours), laptop required

PREREQUISITE

AI for Smart Office; working knowledge of Excel

COURSE OUTLINE

1. Preparing financial data for analysis without compromising its integrity
2. Expenditure variance analysis and drafting the explanation behind the number
3. Project proposal and PC-1 narrative support
4. Audit observation replies — building a reply with a traceable evidence trail
5. Management and board financial summaries
6. Controls — verification obligations and why AI never produces the final figure

WHAT YOU WILL BE ABLE TO DO

• Produce variance analysis with a written explanation, not just a table
• Draft audit para replies that reference their supporting evidence
• Prepare financial narratives for project proposals and revisions
• Apply a clear verification protocol to every AI-assisted financial output

YOU LEAVE WITH

A variance analysis with narrative, and a drafted audit reply, produced during the workshop.