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Training Courses

Business Intelligence & Analytics for Finance Professionals

Course Code
FA86
Category
Finance And Accounting
Course ID
2642
Course Outline

Course Overview

This DIXONTECH course empowers finance professionals with practical Business Intelligence and analytics capabilities to transform financial data into actionable insights. The program focuses on financial analytics, performance monitoring, forecasting, and decision support using modern BI concepts. Participants learn how to interpret data accurately, enhance financial transparency, and support strategic and operational decisions through structured analytics frameworks.

TRAINING TOPICS

  • Business Intelligence fundamentals for finance
  • Financial data modelling and analytics
  • Performance dashboards and KPIs
  • Forecasting, budgeting, and scenario analysis
  • Data-driven financial decision-making

By the end of this training course, delegates will be able to:

  • Understand BI concepts for finance functions
  • Analyze financial data using analytics tools
  • Design finance-focused dashboards and KPIs
  • Support forecasting and scenario decisions
  • Improve accuracy in financial reporting

TRAINING IS TAILORED TO

  • Finance managers and controllers
  • Financial analysts and planning teams
  • Accounting and reporting professionals
  • Treasury and risk management staff
  • Professionals transitioning to analytics roles

TRAINING METHODOLOGY

The course blends expert-led instruction, financial case studies, practical analytics exercises, guided demonstrations, and group discussions. Participants apply BI concepts to finance scenarios, enabling clear interpretation of financial data and immediate application within real organizational contexts.

DAY 1:
BUSINESS INTELLIGENCE FOUNDATIONS FOR FINANCE

  • Business Intelligence concepts and finance value
  • Financial data sources and data integration
  • Structured versus unstructured financial data
  • Data governance and financial data quality
  • BI architecture and finance analytics workflow
  • Role of finance in data-driven organizations

DAY 2:
FINANCIAL DATA MODELING AND ANALYTICS

  • Financial data models and chart structures
  • Profitability, cost, and margin analysis
  • Time series analysis for financial trends
  • Variance analysis and performance drivers
  • Analytical techniques for financial insights

DAY 3:
DASHBOARDS, KPIs, AND PERFORMANCE MANAGEMENT

  • Finance KPIs and performance indicators
  • Designing effective financial dashboards
  • Visualizing revenue, cost, and cash flow
  • Management reporting and executive insights
  • Storytelling with financial data
  • Aligning dashboards with strategic objectives
  • Interpreting insights for decision support

DAY 4:
FORECASTING, BUDGETING, AND SCENARIO ANALYSIS

  • Forecasting models and financial assumptions
  • Budgeting analytics and rolling forecasts
  • Scenario analysis and sensitivity testing
  • Cash flow forecasting and liquidity planning
  • Using analytics for risk-aware decisions

DAY 5:
DATA-DRIVEN FINANCIAL DECISION MAKING

  • Integrating BI into finance operations
  • Supporting strategic and investment decisions
  • Performance monitoring and early warning signals
  • Automation and future finance analytics trends
  • Building an analytics-driven finance culture
  • Continuous improvement in financial intelligence

 

Course Schedule

Discounts and Registration

Group & Corporate Discounts:
Available for companies enrolling multiple participants to help maximize ROI.
Individual Discounts:
Offered to self-sponsored participants who pay in full and upfront.
Registration Process:
Corporate nominations must go through the client’s HR or Training department.
Self-nominations must be prepaid via the “payment by self” option.
Confirmation:
All registrations are subject to DIXONTECH’s approval and seat availability.
Refunds:
Provided in case of course cancellation or no seat availability.
Tax Responsibility:
Clients are responsible for any local taxes in their country.