Copilot for Finance Training in Metro Manila, Philippines

The Copilot for Finance Training is a hands-on program designed to help finance teams use AI copilots to automate routine finance tasks, accelerate analysis, and improve financial decision support.

The course focuses on applying Copilot tools to financial reporting, budgeting, forecasting, variance analysis, reconciliation, and compliance support, helping finance professionals work faster and more accurately.

Introduction to Copilot in Finance

• Role of AI copilots in modern finance
• Benefits and limitations in finance workflows
• Common finance use cases
• Compliance and risk considerations

Getting Started with Copilot for Finance

• Copilot setup and access
• Integration with finance tools (conceptual)
• Understanding permissions and roles
• Best practices for finance users

Financial Reporting with Copilot

• Drafting financial reports
• Creating management commentary
• Automating report narratives
• Formatting and standardization

Variance & Trend Analysis

• Automating variance explanations
• Period-over-period comparisons
• Identifying key drivers
• Generating management-ready insights

Budgeting & Forecasting Support

• Scenario and what-if analysis
• Forecast narrative generation
• Sensitivity-style analysis
• Supporting planning cycles

Reconciliation & Exception Handling

• Supporting reconciliations (non-decisional)
• Highlighting anomalies and mismatches
• Explaining differences
• Documentation of reconciliation steps

Audit & Compliance Support

• Audit documentation preparation
• Evidence summaries
• Policy and procedure documentation
• Supporting audit workflows

Spreadsheet & Financial Model Support

• Explaining formulas and logic
• Assisting with model documentation
• Creating summaries of complex models
• Reducing spreadsheet errors

Financial Data Storytelling

• Turning numbers into business narratives
• Executive summaries
• Board and stakeholder communication
• Data-driven financial communication

Automation of Recurring Finance Tasks

• Monthly close support
• Standard report generation
• Management pack automation
• Task checklists and SOPs

Security, Privacy & Finance Governance

• Handling confidential financial data
• Access controls and permissions
• Regulatory and compliance considerations
• Audit trails and documentation

Responsible AI in Finance

• Avoiding over-reliance on AI
• Human review and approval
• Model limitations in financial decisions
• Ethical use of AI in finance

Hands-on Exercises

Summary and Conclusion