Role-Based Programme
RB0082

Gemini for Finance & Accounting

Analyse, Report & Build Smarter Financial Workflows

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Duration
16 Hours
Level
Intermediate
Delivery
Instructor-Led
Format
Capability Training

Programme Objectives

  • Develop functional proficiency in applying Gemini across financial analysis, accounting documentation, variance review, reconciliations, budgeting, forecasting support, and management reporting.
  • Apply advanced prompting and context-engineering techniques to produce structured, accurate, and finance-relevant outputs.
  • Use Gemini with spreadsheets, financial reports, supporting documents, Google Search, and Deep Research to identify trends, exceptions, risks, and decision-relevant insights.
  • Build reusable Gemini-assisted finance workflows across Google Sheets, Drive, Docs, Gmail, and other approved Workspace applications.
  • Apply appropriate confidentiality, calculation validation, source verification, segregation of duties, and human-review controls when using Generative AI with financial information.

Tools covered

Google GeminiGenerative AIAdvanced Prompt EngineeringGemini Deep ResearchGoogle SearchFile AnalysisGemini in Google WorkspaceGoogle SheetsDriveDocsGmail & Slides

Who should attend

  • Finance Managers
  • Financial Analysts
  • Accountants
  • Management Accountants
  • FP&A Professionals
  • Corporate Finance Professionals
  • Accounts Payable Professionals
  • Accounts Receivable Professionals
  • General Ledger Professionals
  • Financial Reporting Professionals
  • Budgeting & Forecasting Professionals
  • Finance Operations Professionals
  • Controllership Teams
  • Finance Business Partners
  • Finance Team Leads & Managers

Prerequisites & Participant Readiness

  • Basic familiarity with finance and accounting activities
  • Understanding of financial reports, budgets, transactions, or management information
  • Working knowledge of spreadsheets is helpful
  • Familiarity with Google Sheets and Google Workspace is beneficial
  • Basic understanding of Generative AI is helpful but not mandatory
  • No programming knowledge required
  • Completion of a shorter Gemini programme is not required

TOC Modules

Concepts
  • Understanding Gemini capabilities across finance, accounting, analysis, reporting, and documentation
  • Identifying appropriate AI-assisted activities across recurring finance workflows
  • Understanding hallucinations, calculation risks, incomplete context, and outdated information
  • Understanding confidentiality requirements around financial and commercially sensitive information
Practical activities
  • Mapping recurring finance activities to appropriate Gemini-assisted workflows
  • Testing Gemini with representative accounting, analysis, and reporting tasks

Scenarios

Monthly Financial Performance Review

Financial Data → Gemini in Sheets → Actual vs Budget Analysis → Material Variances → Validated Drivers → Management Commentary → Executive Summary → Finance Review

Participants use Gemini to analyse monthly financial information, identify significant variances, develop evidence-based commentary, and prepare a management-ready financial performance report.

Reconciliation & Exception Management

Accounting Data → Comparison → Matching → Exceptions → Gemini Analysis → Investigation Questions → Resolution Actions → Finance Review

Participants use Gemini to support a structured reconciliation workflow, identify unmatched or unusual transactions, categorise exceptions, and prepare an actionable review summary while maintaining finance validation and control.

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