GenAI Academy: Yellow Belt Level 2 for Finance

In this hands-on journey, finance professionals will explore how to harness the power of Generative AI and Microsoft Copilot tools to streamline workflows, enhance reporting, and elevate decision-making.Key Learning Outcomes:Operational Efficiency with Copilot in ExcelLearners will automate complex formulas, clean and structure financial data, and build dynamic pivot tables to support real-time reporting and analysis.Prompt Engineering for Finance TasksParticipants will craft effective prompts to guide GenAI in performing tasks such as calculating accruals, generating journal entries, and drafting financial summaries.Contract and Risk AnalysisLearners will use GenAI to review contracts, extract key financial data, and summarize terms and risks—accelerating due diligence and compliance checks.Data Visualization and StorytellingUsing Power BI and Excel, learners will create dashboards tailored to diverse stakeholder needs. They’ll also build executive-ready presentations with Copilot in PowerPoint to communicate insights clearly and persuasively.Ethical AI in FinanceThe journey emphasizes responsible AI use—focusing on transparency, traceability, and human oversight—while fostering collaboration and productivity across finance functions.