BECOME NOW™ · FINANCE

Turn AI into a working capability for Finance.

A program built around reporting, close, reconciliation, planning, forecasting, cash management, variance analysis and executive communication.

THE USUAL PROBLEM

Too much time gathering the number. Too little time explaining it.

Finance works across models, reports, emails and versions that do not arrive together. AI can accelerate review and narrative, but a confident output is not a reconciled figure or an approved assumption.

The program separates what a model may organize, compare and explain from what must be calculated, reconciled and approved in financial systems.

WHO IT IS FOR

Finance
FP&A
Accounting
Treasury
Management Control
Controllers
CFO Office

BEFORE THE CURRICULUM

Session 0 identifies the finance decision to improve and the controls that cannot move.

We review close cycles, reports, chart of accounts, sources, planning models, forecast drivers, approvals and executive formats. We set tolerances, calculation rules, traceability and confidentiality boundaries.

RECOMMENDED JOURNEY

Turn AI into a new capability for the finance team.

Session 1: AI and financial prompting

What stays installed: Finance Assistant with defined scope and sources.

Session 2: Reporting, close and reconciliation

What stays installed: Consistency and exception reviewer.

Session 3: Budget and forecast

What stays installed: Copilot for drivers, assumptions and revised projections.

Session 4: Cash flow and scenarios

What stays installed: Documented simulator for cash, rates, timing and costs.

Session 5: Variance analysis

What stays installed: Radar that separates variance, cause, evidence and owner.

Session 6: Executive communication

What stays installed: Narrator that turns validated analysis into decisions and risks.

HOW EACH SESSION WORKS

The model explains. Financial rules verify.

Every exercise records the source and period and separates data, calculation, assumption and interpretation. Each asset includes a review checklist and exclusions.

TECHNOLOGY IN YOUR ENVIRONMENT

Controlled files, ERP reports, Excel models and BI outputs may be used inside the approved environment. The program does not post entries, approve transactions or replace the ERP.

POSSIBLE DELIVERABLES

What the team takes away.

Finance Assistant and source protocol.
Close and reconciliation checklist.
Budget and forecast driver template.
Scenario model with visible assumptions.
Variance and cause radar.
Executive finance brief.

BEFORE YOU DECIDE

Baselines may cover preparation hours, reconciliation rounds, explained variances, detected errors, scenario refresh time and report rework.

FREQUENTLY ASKED QUESTIONS

What teams in this area actually ask.

Will AI perform financial calculations?

It may assist, but critical calculations require deterministic formulas and controls.

Can it adapt to our ERP and chart of accounts?

Yes through authorized structures and outputs; direct integration is separate.

Can FP&A, Treasury and Accounting join?

Yes. Session 0 prioritizes the most valuable cycles and roles.

What information can be used?

Real, anonymized or simulated data, according to policy.

OTHER PROGRAMS

Is another area the one that needs to start?

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Data & Analytics