Budgeting & Forecasting In The Artificial Intelligence Era – Empowering Energy Finance Professionals

Upon completion of this course, the participants will be equipped with:

• Excel Proficiency: Master advanced Excel techniques, including dynamic arrays, LET, and LAMBDA functions, to build complex financial models and reports efficiently.
• AI Integration: learn how to seamlessly integrate AI, such as ChatGPT, into their financial workflows to automate tasks, improve budget models, and streamline financial processes.
• AI-Enhanced Financial Analysis: Gain the ability to leverage AI for enhanced financial analysis, enabling them to make more accurate predictions and informed decisions in budgeting and forecasting.
• Power BI for Financial Reporting: Become proficient in Power BI, discovering how to use built-in AI features and custom visuals to create insightful financial reports and dashboards.
• Corporate Budgeting Systems: Learn about how & when to use corporate budgeting systems. They will gain an understanding of the capabilities of these systems and see the kinds of integration and reporting that’s possible using these and tools such as Power BI.

This course is intended for Finance Executives, Accountants and Analysts in the Energy Industry

Prerequisites:

• Intermediate understanding of Excel, including tables, XLOOKUP, Pivot Tables, and Power Query.
• A free or paid account with ChatGPT.
• Recent versions of Excel (e.g., 365) and Power BI Desktop (latest version) installed.
• The ability to run VBA macros in Excel would be useful, though not essential

• Basic
• Intermediate

This course adopts a practical, hands-on approach over two days, guiding participants through real-world applications of Excel, Power BI, and AI tools like ChatGPT to enhance financial processes. It combines in-depth demonstrations with interactive exercises to build advanced skills in modeling, analysis, and forecasting. The course concludes with a discussion and demonstration of corporate budgeting and forecasting systems, including integration with Power BI.

Your expert course instructor is a seasoned professional with over 25 years of experience in developing sophisticated financial models and analytical tools across various industries, including energy sector. As a Director of Access Analytic, he specialises in financial modelling, Power BI, and training.

His wide-ranging expertise includes creating complex financial models for various industries, designing automated Excel tools to streamline data processing and reporting, and developing Power BI solutions with powerful insights and visualisations.

Prior to joining Access Analytic, he gained invaluable experience in Business Services and Advisory at WHK Chartered Accountants, and as a Corporate Finance consultant at a leading European bank.

In addition, your expert course instructor is an experienced international trainer. He has conducted numerous training sessions and workshops both in Australia and overseas. His engaging and interactive teaching approach has helped countless individuals enhance their understanding of financial modelling, Power BI, and other related tools.

Unlock the potential of your workforce with customized in-house training programs designed specifically for the energy sector. Our tailored, in-house courses not only enhance employee skills and engagement but also offer significant cost savings by eliminating travel expenses. Invest in your team’s success and achieve specific outcomes aligned with your organization’s goals through our expert training solutions. Request for further information regarding our on-site or in-house training opportunities.

In our ongoing commitment to sustainability and environmental responsibility, we will no longer providing hard copy training materials. Instead, all training content and resources will be delivered in digital format. Inspired by the oil and energy industry’s best practices, we are leveraging on digital technologies to reduce waste, lower our carbon emissions, ensuring our training content is always up-to-date and accessible. Click here to learn more.

To further optimise your learning experience from our courses, we also offer individualized “One to One” coaching support for 2 hours post training. We can help improve your competence in your chosen area of interest, based on your learning needs and available hours. This is a great opportunity to improve your capability and confidence in a particular area of expertise. It will be delivered over a secure video conference call by one of our senior trainers. They will work with you to create a tailor-made coaching program that will help you achieve your goals faster.
Request for further information post training support and fees applicable