AI for Finance & Operations
Finance and operations teams sit on goldmines of data — but most still rely on manual reporting and intuition. This course shows you how to automate reporting, improve forecasting, and streamline processes with AI.
Enquire Now All Short CoursesWhat You'll Learn
- Automated reporting & dashboard creation with Power BI
- AI-powered forecasting & predictive analytics
- ChatGPT for financial analysis & report writing
- Process automation: identifying & eliminating bottlenecks
- Supply chain & inventory optimisation with AI
- Building the business case for operational AI
Who Is This For?
Finance managers, operations directors, business analysts, and anyone responsible for reporting, forecasting or process efficiency.
Course Outline
Morning
- 09:00 — AI in finance & operations: what's possible today
- 09:30 — Hands-on: Automated dashboards with Power BI & AI
- 10:15 — Break
- 10:30 — AI-powered forecasting techniques
- 11:15 — ChatGPT for financial analysis & report generation
- 12:00 — Workshop: Identifying automation opportunities
Afternoon
- 13:00 — Process automation: from mapping to implementation
- 13:45 — Supply chain & operational AI use cases
- 14:30 — Break
- 14:45 — Building the business case for AI investment
- 15:30 — Workshop: Your AI operations roadmap
- 16:15 — Presentations & peer review
- 16:30 — Close
What's Included
Course Materials
Digital workbook & resources
Certificate
TESS Group completion certificate
Refreshments
Lunch & refreshments included
Post-Course Support
30 days email support
Your Progression Route
Ready to go deeper?
This course is the perfect stepping stone to the AI for Operations Leaders L4 apprenticeship — a 15-month accredited programme, fully funded through the Apprenticeship Levy.
Explore the ApprenticeshipFrequently Asked Questions
No prior Power BI experience needed. We cover the fundamentals and show you how AI accelerates dashboard creation. You'll leave with a working dashboard template.
Yes — the morning focuses on reporting and forecasting (great for finance), while the afternoon covers process automation and operational AI (great for ops). Both benefit from the full day.
This course gives you a practical foundation. The AI for Operations Leaders L4 apprenticeship takes it further over 15 months, with deep dives into implementation, change management and strategic AI deployment — fully levy-funded at up to £18,000.
Ready to Get Started?
Book your place or arrange an in-house session for your team. We'll help you choose the right course for your goals.
Enquire Now