Role-Based Programme
RB1398

AI-Powered Finance Operations & Shared Services

Smarter Transaction Processing, Service Delivery & Financial Operations

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

Programme Objectives

  • Apply AI across Finance Operations and Shared Services activities including transaction processing, reconciliations, service requests, documentation, exception handling, and reporting.
  • Use AI-assisted techniques to analyse financial transactions, service queues, operational data, documents, exceptions, and recurring finance queries more efficiently.
  • Develop structured workflows for request intake, transaction validation, reconciliation, exception resolution, escalation, and service delivery.
  • Improve Finance Shared Services performance through AI-assisted SLA monitoring, workload analysis, process standardisation, root-cause identification, and management reporting.
  • Apply responsible AI practices covering financial confidentiality, segregation of duties, data accuracy, payment controls, access management, and human approval.

Tools covered

Generative AI AssistantsFinance Operations AnalyticsDocument IntelligenceTransaction AnalysisReconciliation SupportService Request AnalysisSpreadsheet AnalysisSLA & Workload AnalyticsFinancial ReportingWorkflow Automation

Who should attend

  • Finance Operations Managers
  • Finance Shared Services Professionals
  • Finance Operations Analysts
  • Shared Services Managers
  • Finance Executives
  • Transactional Finance Professionals
  • Record-to-Report Professionals
  • Procure-to-Pay Professionals
  • Order-to-Cash Professionals
  • General Accounting Professionals
  • Finance Service Desk Professionals
  • Financial Accountants
  • Finance Process Excellence Professionals
  • Finance & Accounting Team Leads

Prerequisites & Participant Readiness

  • Working knowledge of Finance Operations, accounting, shared services, or transactional finance
  • Familiarity with finance processes, reconciliations, service requests, approvals, or financial reporting is helpful
  • Basic spreadsheet and numerical-analysis skills
  • Basic awareness of Generative AI is helpful
  • No programming knowledge required

TOC Modules

Concepts
  • Understanding Generative AI, analytics, document intelligence, and automation in Finance Shared Services
  • Identifying AI applications across transaction processing, reconciliations, service delivery, and reporting
  • Understanding AI assistance versus authorised Finance judgement and operational accountability
  • Recognising risks related to financial confidentiality, inaccurate transactions, control failures, and unsupported conclusions
Practical activities
  • Mapping Finance Operations processes to AI-assisted opportunities
  • Identifying repetitive operational activities suitable for AI support
  • Comparing traditional and AI-assisted Finance Shared Services workflows

Scenarios

Finance Service Request to Controlled Resolution

Finance Request → AI-Assisted Classification → Transaction & Document Review → Ownership → Validation / Reconciliation → Approval → Response → Closure

Participants process a simulated Finance Shared Services request from intake through resolution, using AI to support classification, analysis, documentation, and follow-up while retaining financial approvals with authorised personnel.

Finance Operations Data to Shared Services Improvement Plan

Transaction Volumes + SLA Data + Backlog + Exceptions + Rework + Service Requests → AI Analysis → Process Bottlenecks → Control Gaps → Automation Opportunities → Management Report

Participants consolidate Finance Operations data, identify recurring service and process issues, and prepare a management-ready Shared Services improvement plan with actions, owners, and priorities.

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