Course Details

This Business Intelligence and Analytics for Finance Professionals training course will highlight how, in a world where firms face intense competition for both customers and investors.

The key challenge for today’s finance professional is to step-up and support the value creation process by moving from a narrow reporting role to embrace and exploit the full opportunities provided by today’s Business Intelligence (BI) and Business Analytics (BA) systems.

This course will focus on the tools and techniques used by world-class finance functions to provide the critical business insights C-Suite executives need for effective data driven decision management

At the end of this course, you will learn to:

Frame Financial Insights in the Context of Business Process Improvement
Exploit the Tools of Business Intelligence and Analytics Systems
Develop Financial and Non-Financial Key Performance Measures
Apply the Tools and Techniques of Predictive Analytics
Design powerful Graphics for Data Visualisation and Infographics

This training course will significantly raise the skills and effectiveness of any finance professional engaged in financial planning, performance management reporting or decision-making support in any organisation using modern Enterprise Resource Planning systems supported by Business Intelligence and Business Analytics tools.

Course Outline

5 days course

Day 1

Day 2

Day 3

Day 4

Day 5

Understanding Business Models and Business Processes

• Creating Value for Key Organisational Stakeholders

• The Role of the 21st Century Finance Professional

• Business Models and Business Processes

• Business Process Improvement and Re-engineering

• Introduction to Business Intelligence and Business Analytics

• Introduction to Data Driven Decision Management (DDDM)

• Key Financial Measures and Shareholder Value Drivers

• Key Success Factors and Key Performance Measures

Purpose and Principles of Business Intelligence and Business Analytics

• Implementing a Business Performance Management Framework

• The Definition and Purpose of Business Intelligence (BI)

• History and Development

• Features Tools and Terminology of BI Systems

• The Definition and Aims of Business Analytics (BA)

• Understanding Descriptive and Predictive Analytics

• Sources and Types of BI and BA Tools

Principles of Statistical and Predictive Analytics

• Defining Statistical, Descriptive and Predictive Analytics

• Business Database Features and Design

• Principles of Distribution and Probability Theory

• Time Series Data Analysis

• Trend Analysis and Forecasting using Moving Averages

• Trend Analysis and Forecasting using Linear Regression

• Analysis and Forecasting with Monte Carlo Simulation in Excel

• Predictive Analytics using ‘what-if’ Forecasts

Data Visualisation and Infographics for Finance Professionals

• Defining Data, Information and Insight

• Comparing Data Visualisation and Infographics

• Using Charts and Graphics for Data Visualisation

• Designing Visuals and Infographics for Non-financial Users

• Using Excel and Powerpoint for Data Visualisation

• Designing and Using Scorecards and Dashboards

• Practical Tips for Building Dashboards and Mashboards in Excel

BI / BA – Implementing Systems and Managing Change

• An Agile Approach to Systems Development

• Practical Steps in Agile BI / BA Systems Design and Implementation

• The Importance of Urgency

• Effective Steps to Achieving Change

• Overcoming Resistance to Change

Business Intelligence & Analytics for Finance Professionals

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Business Intelligence & Analytics for Finance Professionals

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