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AI-Driven Financial Planning, Forecasting, and Automation · LearnSpace
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AI-Driven Financial Planning, Forecasting, and Automation

Курс от Coursera
Средний≈ 15.2 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

Create multi-year financial forecasts, stress-test business plans, and automate analysis using AI-driven workflows. In this course, you’ll learn how modern financial analysts combine budgeting, predictive modeling, and automation to improve decision-making. You’ll apply zero-based budgeting to control costs and analyze budget-to-actual variances to identify root causes. Then, you’ll build integrated financial projections and stress-test them against adverse scenarios. You’ll explore supervised learning techniques to forecast key business metrics and uncover value drivers. Finally, you’ll evaluate AI models for credit-risk classification and design automated pipelines that update forecasts using structured financial data. What makes this course unique is its focus on AI in finance. You won’t just build static spreadsheets—you’ll design scalable, automated workflows that reflect how finance teams operate today. The course concludes with a portfolio-ready project where you prepare a 12-month financial forecast and scenario analysis brief for leadership review.

Навыки, которые вы освоите

Variance AnalysisFinancial ForecastingModel EvaluationSupervised LearningFinancial ModelingCredit RiskBudgetingApplied Machine LearningForecastingCost ManagementOperating BudgetRisk AnalysisData-Driven Decision-MakingRevenue ForecastingPredictive ModelingRisk ModelingFinancial DataPredictive AnalyticsFinancial AnalysisData Pipelines

Программа курса

11 модулей · 77 учебных материалов

01Budgeting: Analyze & Control Costs: Building a Zero-Based Departmental Budget 6 материалов
Why Start from Zero: The Mindset Behind Zero-Based BudgetingDIALOGUECourse Orientation: How This Course WorksВидеоPrinciples of Zero-Based Budgeting in ActionВидеоZero-Based Budgeting: A Practical Guide for Finance ProfessionalsЧтение

Учитесь у экспертов

Professionals from the Industry

Преподаватель курса

AI-Driven Financial Planning, Forecasting, and Automation
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Обучение откроется на Coursera
в новой вкладке

Обучение на Coursera

≈ 15.2 ч

11 модулей

Язык: Английский

Субтитры: Арабский, Французский, Итальянский, Бразильский португальский, Корейский, Немецкий, Пушту, Испанский, Дари, Японский

Часть программы вашего университета
Case Study: Building a Marketing Budget in ExcelВидео
Hands-on Activity: Develop a Departmental Budget Workbook with GL CodesЗадание
02Budgeting: Analyze & Control Costs: Analyzing Budget-to-Actual Variances 7 материалов
Why Variances Matter: Turning Numbers into DecisionsDIALOGUETypes of Budget Variances and Their Business ImpactВидеоTracing Root Causes: From Data to DecisionЧтениеAI-Powered Variance Analysis in ExcelВидеоHands-on Activity: Investigate a Travel Overspend and Draft a Variance NarrativeЗаданиеFrom Budget to Insight: Connecting Planning and ControlDIALOGUEBudget Control and Variance Analysis ChallengeЗадание
03Project and Stress-Test Financial Plans: Building a Multi-Year Financial Projection6 материалов
Why Forecasting Is More Than GuessingDIALOGUEWelcome to Project and Stress-Test Financial PlansВидеоIntegrating Top-Down and Bottom-Up ForecastsВидеоBuilding a Reliable Forecast ModelЧтениеCase: Building a 3-Year P&L in ExcelВидеоHands-on Activity: Develop a 3-Year P&L Forecast from Market Growth and Sales InputsЗадание
04Project and Stress-Test Financial Plans: Stress-Testing the Financial Plan7 материалов
When the Plan Meets Reality: Why Stress-Testing MattersDIALOGUEBuilding and Running Stress TestsВидеоFinancial Resilience: Interpreting Variances and SensitivityЧтениеCase: Revenue Decline Scenario and EBITDA ImpactВидеоHands-on Activity: Stress-Test Your 3-Year PlanЗаданиеFrom Projection to Protection: Communicating Financial ResilienceDIALOGUEGraded Quiz: Integrated Financial Planning ChallengeЗадание
05Analyze Financial Data: Reconciliation Fast: Analyze Margin Drivers Using ERP Data 7 материалов
The Analyst’s First Challenge: When the Data Doesn’t Add UpDIALOGUEWelcome to Analyze Financial Data: Reconciliation FastВидеоUnderstanding Margin Drivers in ERP DataВидеоBreaking Down Revenue and Cost by Product LineЧтениеCase: Margin Analysis with Pivot TablesВидеоHands-on Activity: Build a Margin by Product Pivot and Identify Top 3 DriversЗаданиеPractice Quiz: Testing Margin Logic and InterpretationЗадание
06Analyze Financial Data: Reconciliation Fast: Reconcile Data Across Systems8 материалов
When the Numbers Don’t Match: The Reconciliation MindsetDIALOGUEReconciling Data Across SystemsВидеоUnderstanding Data Flows and Reconciliation GapsВидеоDetecting Discrepancies: The Anatomy of a ReconciliationЧтениеCase: Reconciling ERP vs. GL Data ExtractsВидеоHands-on Activity: Reconcile GL and Data Warehouse Extracts and Document AdjustmentsЗаданиеPractice Quiz: Testing Reconciliation Logic and Error InterpretationЗаданиеGraded Quiz: Comprehensive Financial Planning ChallengeЗадание
07Forecast Business Metrics: Uncover Value Drivers: Forecasting with Supervised Learning7 материалов
Introduction and Why Forecasts Drive Better Business DecisionsВидеоWhat Metrics Would You Forecast in Your Role?DIALOGUESupervised methods for Business ForecastingЧтениеGradient Boosting vs. Linear Models: Choosing What WorksВидеоHands-on Activity: Build a Forecasting Model in Python (follow-along Jupyter activity)ЗаданиеFrom Data to Decisions: Evaluating Forecast AccuracyЧтениеTune and Compare Models for EBITDA ForecastЗадание
08Forecast Business Metrics: Uncover Value Drivers: Uncovering Value Drivers with Explainable AI8 материалов

Uncovering Value Drivers with Explainable AI

Which Drivers Would You Present to Executives?DIALOGUEFrom Accuracy to Insight: Why Explainability MattersВидеоFeature Importance and SHAP: Making Models TransparentЧтение Interpreting SHAP Plots: Ranking the Top 10 Value DriversВидеоHands-on Activity: Generate SHAP Plots for Your Best ModelЗаданиеTurning Model Insights into Stakeholder SlidesЧтениеSummarize and Visualize the Top 10 Predictors of EBITDAЗаданиеGraded Quiz: Forecast Business MetricsЗадание
09Automate Financial Analysis with AI Pipelines: Evaluate AI Models for Credit-Risk Classification 9 материалов
Welcome to the courseВидеоMeet Your Financial AI AssistantDIALOGUEWhy Credit Risk Modeling Matters ЧтениеComparing Random Forest, XGBoost, and Neural NetworksВидеоInterpreting F1 and AUROC for Business ImpactЧтениеHands-On Activity: Compute and Interpret Model MetricsЗаданиеCommunicating Insights: Writing a Credit-Risk Model MemoВидеоHands-on Activity: Evaluate Models on a Bond-Default DatasetЗаданиеWhich Model Would You Recommend for Production?DIALOGUE
10Automate Financial Analysis with AI Pipelines: Create Automated Pipelines for Earnings Forecasts 9 материалов
Let’s Design Your Financial PipelineDIALOGUEFrom Manual to Automated ForecastingВидеоBuilding the Model Retraining ScriptЧтениеConnecting to SEC Data via the EDGAR APIВидеоRetrieve and Parse 10-Q FilingsЗаданиеScheduling with Airflow or CronВидеоCase Study: How Fintech Firms Automate Financial IntelligenceЧтениеHands-on Activity: Automate Forecast Updates End-to-EndЗаданиеGraded Quiz: AI for Financial Automation MasteryЗадание
11Project: 12-Month Financial Forecast and Scenario Analysis Brief3 материалов
Why This Project MattersЧтениеProject RequirementsЧтение12-Month Financial Forecast and Scenario Analysis BriefЗадание