About the Course
The modern finance function is under immense pressure to deliver more than just historical records; leadership now demands foresight, agility, and precision. This course is designed to move you away from the limitations of static spreadsheets and into the realm of dynamic Finance Analytics and BI. Organizations today require professionals who can demonstrate five core capabilities: automated data extraction, multi-dimensional variance analysis, predictive trend modeling, interactive stakeholder storytelling, and robust data governance. By aligning your technical skills with frameworks like the International Financial Reporting Standards (IFRS) and COSO internal controls, you will learn to build reporting systems that are both compliant and commercially insightful.
Throughout this five-day intensive program, you will gain hands-on experience with the Extract, Transform, Load (ETL) process using Power Query, develop complex calculations using DAX (Data Analysis Expressions), and design executive-grade dashboards that highlight critical KPIs. You will learn how to turn scattered data into a structured system that supports rapid decision-making. This course teaches you to build automated financial models through a practitioner-led approach so you can reduce reporting cycles by up to 50%. While we introduce conceptual elements of machine learning and Python® for finance, the primary focus remains on operational implementation using tools already available in most corporate environments. We acknowledge the real-world constraints of data silos and budget limitations, positioning this training as a pragmatic roadmap for professionals who must deliver immediate results under high-pressure conditions.
Target Audience
This program is essential for finance practitioners who need to modernize their analytical toolkit and move toward automated, data-driven workflows.
This course is designed for:
- Financial Planning and Analysis (FP&A) Managers overseeing budgeting and forecasting
- Senior Financial Analysts responsible for complex variance and trend reporting
- Treasury Operations Analysts managing liquidity and cash flow optimization
- Management Accountants developing internal performance and cost-center dashboards
- Finance Directors seeking to implement department-wide BI strategies
- Internal Audit Specialists utilizing data analytics for risk-based auditing
- Commercial Finance Business Partners supporting sales and marketing decisions
- Investment Analysts performing multi-scenario valuation and portfolio modeling
- Regulatory Compliance Officers monitoring financial data for reporting accuracy
- Accounting Managers transitioning from manual closing to automated reporting
Course Objectives
The curriculum is structured to ensure you can immediately apply analytical frameworks to your daily financial operations.
By the end of this course, you'll be able to:
- Assess current financial data maturity using the BI Maturity Model framework
- Apply ETL principles to clean and consolidate disparate financial datasets
- Construct automated P&L and Balance Sheet dashboards using Power BI®
- Calculate advanced financial metrics and ratios using DAX and Power Query
- Design predictive rolling forecasts using time-series analysis and statistical methods
- Evaluate data integrity and security against ISO/IEC 27001 information standards
- Implement real-time cash flow monitoring systems with automated data refreshes
- Synthesize complex financial findings into interactive executive-level reporting narratives
Requirements & Prerequisites
Participants should have a foundational understanding of financial reporting (P&L, Balance Sheet) and intermediate proficiency in Microsoft Excel® (VLOOKUPs, Pivot Tables). No prior experience with Power BI®, Tableau®, or SQL® is required, as these will be introduced during the course.
Local Application and Business Return in Poland
How participants can apply the training in local operating conditions, and the return their organisation can plan for.
How participants apply this
Expected ROI
Training Methodology
This is a practical, outcome-driven course designed to turn finance analytics aspiration into measurable action and credible reporting.
Methodology includes:
- Hands-on ETL exercise using Power Query to consolidate multi-currency datasets
- Scenario simulation requiring budget adjustments under volatile market constraints
- Audit diagnostic using a standardized data integrity checklist for finance
- Stakeholder mapping exercise to align BI outputs with executive requirements
- Case study analysis from the banking, manufacturing, and retail sectors
- Group workshop producing a functional P&L dashboard under time constraints
- Reflection exercise benchmarking current reporting against industry-standard BI maturity
Upcoming Sessions
Next available dates worldwide
Certification
Recognized credentials that advance your career
Participants who complete the Business Intelligence and Analytics for Finance Professionals Training Program earn a Trainingcred Certificate of Achievement, demonstrating professional competence and alignment with global standards in learning and development.
NITA Accredited
Accredited by the National Industrial Training Authority, ensuring programs meet nationally recognized standards of quality and relevance.
CPD Certified
Recognized by the CPD Certification Service, ensuring every program meets internationally benchmarked standards of professional excellence.
Why this course earns its place on your CV
Accredited training, practitioner trainers, and peers on the same career track — the three things real expertise is built on.
Finance-Specific Analytical Skills
- Master BI tools purpose-built for financial modeling, forecasting, and reporting.
- Transform raw financial data into actionable executive-level strategic insights.
- Bridge the critical gap between traditional finance skills and modern analytics.
Career Advancement
- Become the data-driven finance leader every organization is desperate to hire.
- Command higher compensation by adding BI fluency to your finance expertise.
- Position yourself ahead of peers still relying on spreadsheets alone.
Practical, Expert-Led Training
- Learn from instructors who've led analytics transformations at top financial institutions.
- Apply skills immediately through real-world finance case studies and datasets.
- Walk away with a portfolio of dashboards ready for your workplace.
Tools and platforms relevant to this field
Examples Poland teams may encounter, and that may be featured in training where they support the confirmed course scope.
These are field-relevant examples, not a promise that every tool will be covered. Exact coverage depends on the confirmed course scope, participant needs, and delivery format.
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Microsoft Power BI MicrosoftUsed to build interactive dashboards and share finance performance views across management teams.
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SAP Analytics Cloud SAPUsed for planning, forecasting, and finance reporting in organizations that want connected analytics and enterprise planning.
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Tableau SalesforceUsed for visual analysis of financial and operational data when teams need flexible dashboarding and drill-down exploration.
