AI in Finance: How Teams Can Improve Productivity, Workflows & ROI

CFI5 hours ago26:11

How can finance teams use AI to improve productivity, standardize workflows, and create measurable business value? In this fireside chat, CFI's Michael and Darius Gant, VP of AI Training and Content, discuss how organizations can move beyond experimenting with AI and start applying it to everyday finance workflows. They explore practical AI use cases across financial modeling, FP&A, investment banking, and private equity. From building and auditing three-statement financial models to cleaning messy data and preparing investment committee presentations, the conversation highlights how AI can reduce manual work and give finance professionals more time for analysis and decision-making. The discussion also covers CFI's AI for Finance Certification and AI Practice Labs, including how finance leaders can develop consistent AI skills across their teams while adapting workflows to their organization's standards. Beyond time savings, Michael and Darius examine how AI can help finance teams create greater value through better deal coverage, deeper analysis, and more informed business decisions. Whether you're a finance leader exploring AI adoption or a financial analyst looking to improve your workflows, this conversation offers practical insights into using AI effectively in finance. Continue learning with CFI: https://cfi.to/utZIH Discover CFI for Teams: https://cfi.to/utZIJ Subscribe to CFI for more practical insights on AI in finance, financial modeling, FP&A, and corporate finance. #AIinFinance #FinancialModeling #FinanceCareers