Data Analytics, AI and Automated Financial Reporting for Asset Recovery Bodies

Course overview

Finance teams in asset recovery and asset management bodies spend much of each month copying figures between spreadsheets, reconciling by hand and rewriting the same commentary. The work is slow and error-prone, and it leaves little time for analysis. This automated financial reporting course shows how analytics, workflow automation and carefully governed AI can take on the repetitive work while keeping figures reliable.

Participants map their current reporting cycle and identify steps that can be automated. They then build automated data imports and reconciliations with Power Query, design rule-based checks that flag exceptions, and create reporting templates that refresh from source data. The course also examines robotic process automation and how generative AI can draft narrative commentary, with clear limits on what it must never do unsupervised. Controls receive close attention: change management, segregation of duties, audit trails and how auditors will test automated reports.

Participants leave with a prototype automated monthly report and a roadmap for automating their institution's reporting cycle safely.

What you will be able to do

• Map a reporting cycle and identify steps suitable for automation
• Build automated data imports and transformations with Power Query
• Automate reconciliations and exception checks
• Create reporting templates that refresh from source data
• Assess where robotic process automation adds value
• Use generative AI to draft commentary under defined controls
• Design controls and audit trails for automated reporting
• Prepare a phased automation roadmap

Who should attend

For finance managers and reporting staff in asset recovery and public institutions who want to modernise reporting. Good Excel skills are expected.

• Finance managers
• Financial reporting officers
• Management accountants
• Finance systems administrators
• Internal auditors
• Heads of finance in asset recovery agencies
• ICT staff supporting finance

Course outline

Fees are per participant in US dollars and cover tuition, course materials and your certificate. Travel and accommodation are not included.