Financial Modelling with AI

Financial modelling remains one of the most valuable skills in finance, enabling professionals to forecast performance, evaluate scenarios, and support strategic decision-making. This module shows participants how AI can accelerate model development while maintaining the structure, logic, and professional judgement required to build reliable decision-making tools. Participants will learn how to create integrated financial models, develop driver-based forecasts, perform scenario and sensitivity analysis, and apply AI effectively while maintaining full control over model quality and risk.

Testimonials

It was the best training / webinar I've attended for some time, it was up to date, relevant, interesting, well put together and well delivered.

Best webinar I have been to in years and Oli delivered a very thought provoking session.

Really informative and relevant course.

Overview

What we Cover:

Building a structured financial model from the ground up
Designing effective assumptions and input frameworks
Creating integrated income statement, balance sheet, and cash flow models
Developing KPI dashboards and management reporting outputs
Building driver-based forecasting models
Scenario modelling and business planning techniques
Sensitivity analysis and decision support
Using AI to accelerate model construction and refinement
Applying quality control and AI risk management principles
Capturing key learnings and practical applications

The Challenges:

Building models that support real-time decision-making
Maintaining consistency across complex spreadsheets
Responding quickly to leadership and board questions
Managing multiple scenarios and forecasting assumptions
Balancing AI efficiency with model accuracy and control

The Barriers:

Overly complex or poorly structured models
Disconnected assumptions and reporting outputs
Manual model updates that consume significant time
Limited confidence in scenario and sensitivity analysis
Concerns about introducing AI into established modelling processes

Learning Objectives:

On completion of the Financial Modeling with AI module, participants will:

Understand how to build structured, integrated financial models using AI-supported techniques
Develop assumptions, forecasts, and driver-based models that support business decision-making
Create KPI dashboards and reporting outputs that improve financial visibility
Apply scenario modelling and sensitivity analysis to evaluate risks and opportunities
Implement quality assurance and risk controls to ensure model integrity and reliability

Business Benefits:

Faster model development and forecasting cycles
Improved financial planning and decision support
Greater confidence in scenario analysis and business forecasting
Enhanced ability to respond to leadership and board-level questions in real time
More effective use of AI while maintaining financial control and model accuracy

Facilitator

Kevin Appleby

Kevin specializes in helping you transform your organization. He is GrowCFO’s lead business change and strategy mentor and can guide you through strategy development and execution in your organization. Kevin will help you formulate your strategy and communicate the business plan across your business. Beyond this, he will help you to put an execution plan in place that will turn your strategic imperatives into reality.

Kevin is currently the COO of GrowCFO and is looking after the execution of GrowCFO’s own growth strategy. He takes a lead role in working with GrowCFO partner Lucidity to develop strategy tools that can help CFOs document, communicate, and execute strategy.

Kevin qualified as a Chartered Accountant with BDO before spending 10 years in the petrochemicals and plastics industry with ICI Chemicals & Polymers Group. Kevin was divisional CFO for the European Plastics Business during a period of major restructuring and brings deep experience in business turnaround.

After ICI, Kevin joined PwC Consulting, working across a range of private and public sector clients, delivering business change. This includes working with clients to develop business plans, implement balanced scorecards, and improve board reporting. His most recent consulting experience is with BearingPoint, where he has helped police forces in England and Wales develop the national strategy for digital forensics and NHS Digital to develop an investment case for improved connectivity across the Health Service.

Prerequisites: Working knowledge of Excel and financial modeling concepts.

Advanced Preparation: No advance preparation required. Familiarity with financial models will help participants apply the concepts discussed.

Program Level: Advanced

Delivery Method: Group Live

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