AI-Powered Financial Analytics & FP&A
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AI-Powered Financial Analytics & FP&A

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AI-Powered Financial Analytics & FP&A
AI, Finance & AnalyticsUpcoming
৳15,000
Live classes2 classes / weekStarts Oct 1, 2026
16weeks
16core modules
29assignments
4capstones

Level: intermediateLanguage: English / বাংলা

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Enrolment opened Sep 2, 2026

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AI-Powered Financial Analytics & FP&A

Course overview

Finance professionals should not spend most of their time collecting numbers. Learn how to transform financial data into forecasts, insights and management decisions.

Build the analytics, planning and AI capabilities required of a modern finance professional. Learn the complete workflow from advanced Excel and Power Query to SQL, Power BI, DAX, practical statistics, Python/Pandas, budgeting, forecasting, cash-flow planning, working-capital analytics and AI-assisted management reporting. Complete three major phase projects and a four-week portfolio capstone.

Most finance courses teach tools separately. This course teaches the complete financial decision-making workflow: Raw Financial Data → Cleaning → Modelling → Analysis → Forecasting → Visualization → AI Interpretation → Management Recommendation. Students begin with Excel and Power Query, progress through SQL and Power BI, learn practical statistics and Python/Pandas, then apply those skills to FP&A, budgeting, rolling forecasts, working-capital management, 13-week cash forecasting and AI-assisted management reporting. The program is project-driven and finishes with a four-week guided capstone studio.

Why this course is different

Most finance courses teach tools separately. We teach the complete financial decision-making workflow.

You will leave knowing how to take messy financial data all the way to validated management recommendations.

Clean and consolidate large financial datasets

Build repeatable Power Query reporting pipelines

Analyse finance databases with SQL

Design finance-ready Power BI data models and dashboards

Build reusable DAX measures for financial reporting

Apply practical statistics to trends, outliers and forecasting

Analyse large finance datasets with Python and Pandas

Build budgets, driver-based plans and rolling forecasts

Analyse AR, AP, DSO, DPO and working capital

Build 13-week cash-flow forecasts and scenario models

Use AI for financial investigation and management reporting

Validate AI outputs with evidence, controls and human approval

Tools & technologies

Master the modern stack

Microsoft ExcelPower QueryPivotTablesSQLPostgreSQL / Equivalent SQL EnvironmentPower BIDAXPythonPandasNumPyJupyter Notebook / Google ColabChatGPTClaudeGeminiMicrosoft CopilotGitHubCSV / Excel Data SourcesPresentation & Documentation Tools
Curriculum

16 modules · 264 lectures

1.1 Advanced Formula Foundations

  • 1Relative and absolute references, IF/IFS and error-safe formula design
  • 2SUMIFS, COUNTIFS and AVERAGEIFS for management analysis
  • 3Date and period calculations for monthly and annual reporting
  • 4Nested formulas and readable model-building habits

1.2 Lookup & Mapping Techniques

  • 1XLOOKUP and INDEX/MATCH for finance mapping
  • 2Multi-condition lookups for account and customer classification
  • 3Chart-of-account, product, branch and department mapping
  • 4Master-data validation before financial analysis

1.3 Dynamic Excel Analysis

  • 1FILTER, UNIQUE and SORT for dynamic reporting
  • 2Structured tables and named ranges
  • 3Dynamic arrays for reusable management views
  • 4Designing workbooks that update cleanly as data grows

1.4 PivotTables for Finance

  • 1Revenue, expense, product and customer analysis
  • 2Budget vs Actual summaries
  • 3Slicers, grouping and drill-down
  • 4Management-friendly PivotTable layouts

1.5 Financial Modelling Foundations

  • 1Separate input, calculation and output layers
  • 2Assumption sheets and control totals
  • 3Scenario-ready model structure
  • 4Audit-friendly documentation and checks
Hands-on lab
Management Reporting Workbook

Transform raw transactions into a structured workbook with revenue, expense, margin, customer and management-summary views.

Week 1 assignments

1A
Advanced Financial Formula Challenge — Analyse revenue, expense and customer performance using advanced formulas.
1B
Management Reporting Workbook — Build a structured model with assumptions, controls and management outputs.
What you will build

18 hands-on builds. One serious portfolio.

01Advanced Financial Analysis Workbook
0212-Month Power Query Pipeline
03Finance SQL Query Pack
04Financial Star Schema
05CFO KPI Dashboard
06Budget vs Actual DAX Model
07Financial Trend & Anomaly Analysis
08Python Finance Analysis Notebook
09Driver-Based FP&A Model
10Annual Budget & Rolling Forecast
11Working Capital Model
1213-Week Cash Forecast
13AI-Assisted Financial Investigation
14AI CFO Commentary Workflow
15Financial Data Analysis Challenge
16CFO Performance Dashboard
17Budget, Forecast & Cash Planning Model
18Final Financial Analytics Capstone
Medium-level phase projects

3 phases. 3 production-ready systems.

1Phase Project 1

Financial Data Analysis Challenge

Phase 1 — Combines Modules 1, 2 and 3

2Phase Project 2

CFO Performance Dashboard

Phase 2 — Combines Power BI, DAX and Financial Analytics

3Phase Project 3

Budget, Forecast & Cash Planning Model

Phase 3 — Integrated FP&A Planning Challenge

Final capstone

You will ship 4 guided capstones — chosen from high-impact tracks

You will graduate with 4 production-grade capstone systems — guided step-by-step by your instructor. The full briefs, blueprints, and starter assets are unlocked the moment you enroll.

Capstone A · Locked

Full brief revealed after enrollment

Unlock with enrollment
Capstone Track A

Capstone Project Track A

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Capstone B · Locked

Full brief revealed after enrollment

Unlock with enrollment
Capstone Track B

Capstone Project Track B

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Capstone 3 · Locked

Full brief revealed after enrollment

Unlock with enrollment
Capstone Track 3

Capstone Project Track B

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Capstone 4 · Locked

Full brief revealed after enrollment

Unlock with enrollment
Capstone Track 4

Capstone Project Track B

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Who this is for
  • Accountants who want to move beyond traditional spreadsheet reporting
  • Finance executives and junior financial analysts
  • FP&A professionals and aspiring FP&A analysts
  • Management accountants and business-finance professionals
  • BBA/MBA Finance and Accounting graduates
  • CA, ACCA and CMA students
  • Professionals with roughly 0–5 years of finance experience
  • Learners targeting finance analyst, BI, planning or treasury roles
Prerequisites
  • Basic accounting and finance knowledge
  • Basic understanding of P&L, Balance Sheet and Cash Flow
  • Basic familiarity with Microsoft Excel
  • Comfort working with numbers and business data
  • No prior SQL, Python, Power BI or AI experience required
  • A Windows laptop is strongly recommended because Power BI Desktop is a core tool
Your mentors

Meet your instructors

Industry practitioners and academics who designed this curriculum around real finance workflows.

Mahmudul Hasan
Course Instructor

Mahmudul Hasan

  • B.Sc — BUET
  • MBA — IBA, DU
  • Senior Software and Data Engineer, Bedata Solutions Ltd
K M Khadimul Hasan
Course Coordinator & Affiliator

K M Khadimul Hasan

  • BBA, MBA — DU
  • Ex — KPMG Bangladesh
  • Ex — Brain Station 23
Mahady Hasan Rafy
Guest Lecturer

Mahady Hasan Rafy

  • PhD Fellow, University of Memphis, US

Do not just learn Excel, Power BI or ChatGPT. Learn how modern finance teams make decisions with data and AI.

By the end of AI-Powered Financial Analytics & FP&A, you will understand the complete finance analytics workflow—from raw transactions through cleaning, SQL analysis, modelling, dashboards, budgeting, forecasting and cash-flow planning to AI-assisted management reporting. You will graduate with three major phase projects and one substantial portfolio capstone.

You will finish with

  • A complete finance analytics and FP&A workflow
  • 24+ hands-on assignments
  • 3 medium-level phase projects
  • 1 guided four-week final capstone
  • A portfolio package with dashboards, models, case study, demo video and executive presentation
Flexible & risk-free

Pay your way — backed by a money-back guarantee

Pick the plan that fits your cash flow, and start with the confidence of a refund window.

50 / 50 split

Most popular

Half at enrollment, half at the midpoint — Week 8 checkpoint.

Payment 1

৳7,500

At enrollment

Payment 2

৳7,500

Week 8 checkpoint

  • No interest and no plan fee — the total is unchanged
  • Uninterrupted access between the two payments
Reserve my seat

Installments carry no interest and cost no more than paying in full. Your seat is confirmed once the first payment is verified.

7-day money-back guarantee

Try the first classes. Not for you? Get your money back.

If the course is not the right fit, request a refund within 7 days of the cohort start and we return your payment.

Conditions applied

  • The request must be made within 7 days of the cohort start date.
  • No more than 3 live classes attended, and no capstone material downloaded.
  • Refunds are sent back to the original bKash or bank account within 10 working days.
  • Transaction and gateway charges are not refundable.
  • Scholarship and discounted seats are not eligible.

On the 50 / 50 plan, the refund window closes well before the week 8 checkpoint, so you always decide before the second payment.

Ready to build it for real?

Join Inception 23 Academy and ship production-grade systems in weeks, not months.

AI-Powered Financial Analytics & FP&A: Excel, SQL, Power BI, Python & AI | Inception 23 Academy