AI赋能财务全流程管理——实战研修 AI Mastery Finance - Executive Training

AI赋能财务全流程管理——实战研修 AI Mastery Finance - Executive Training

1.1 课程简介 Course Introduction

此项目为高管专项实操培训，专为财务从业者打造，助力其将生成式 AI 快速应用于报表编制、数据分析与风险管理。

本次培训为期 3 小时，聚焦结构化提示词技巧与真实金融场景案例，帮助学员大幅缩减报表耗时、深化分析维度、提升决策质量。

This is a highly practical executive training programme tailored specifically for finance professionals, enabling them to rapidly apply Generative AI to financial reporting, data analysis and risk management.

This intensive 3-hour training focuses on structured prompting techniques and real-world financial use cases, equipping participants to drastically reduce reporting timelines, deepen analytical insights and enhance the quality of decision-making.

1.2 课程大纲 Course Structure

1. 财务流程智能化设计 — AI for Financial Process Design

   • 搭建标准化财务流程、模板与工作流；自动化表单、核查清单及报表架构。
   • Design consistent, structured financial processes, templates and workflows; automate forms, checklists and reporting frameworks.

2. AI 驱动自动化报表 — AI for Automated Reporting

   • 基于数据生成财务报告；深度分析差异与关键绩效指标（KPIs）；撰写解读数据逻辑的叙事型高管摘要。
   • Generate financial reports from compiled data; conduct deep analysis of variances and KPIs; craft narrative executive summaries explaining the “why” behind the numbers.

3. AI 辅助风险管理 — AI for Risk Management

   • 从非结构化财务信息中分析多维风险；构建风险情景与影响评估模型；制定带结构化评分及依据的风险应对方案。
   • Analyse multi-dimensional risks from unstructured financial data; develop risk scenarios and impact assessments; create mitigation plans with structured scoring and rationale.

4. 企业级 AI 集成与最佳实践 — Corporate Integration & Best Practices

   • 实现 AI 与 ERP 系统（如 SAP、Oracle、NetSuite）的对接；建立安全合规的 AI 应用治理框架。
   • Integrate AI with ERP systems (e.g. SAP, Oracle, NetSuite); establish governance frameworks for secure, responsible AI use.

1.3 培训收获 What You’ll Learn

• 快速完成财务报表、数据看板及高管摘要的制作，效率大幅提升。
  Produce financial reports, dashboards, and executive summaries in a fraction of the time.

• 对数据偏差、业务趋势及业绩驱动因素开展更深入、严谨的分析。
  Analyse variances, trends, and performance drivers with greater depth and consistency.

• 依托 AI 分析框架，强化风险识别能力，完善情景规划工作。
  Strengthen risk identification and scenario planning using AI-supported frameworks.

1.4 参训对象 Who Should Attend?

面向全体金融从业者，具体包括：
Finance professionals, including:

• 希望构建战略竞争优势的首席财务官、财务总监、财务主管、财务分析师。
  CFOs, Finance Directors, Controllers and Financial Analysts seeking a strategic advantage.

• 计划将 AI 融入核心财务工作的财务核算、财务规划与分析团队。
  Accounting and FP&A teams looking to integrate AI into core financial activities.

• 力求提升数据分析能力的审计人员与风控专员。
  Auditors and Risk Management professionals aiming to enhance analytical capabilities.

同时也适合已完成人工智能基础课程、掌握基础提示词技能，希望通过实操进一步精进生成式 AI 工具使用能力的职场人士。

Also suitable for professionals who have completed AI Fundamentals or possess equivalent prompting skills and wish to further enhance their capabilities through practical engagement with Generative AI tools.

1.5 讲师简介 Trainer Introduction

Fiona Yeung

AI 营销与数字化转型专家，牛津大学赛德商学院 AI 项目结业，持有谷歌生成式 AI、提示词应用等多项专业认证。拥有 15 年 + 亚太地区企业 AI 转型咨询经验，助力企业实现 AI 驱动的长效增长。

AI-driven marketing and digital transformation specialist, completed the Oxford AI Programme at Saïd Business School, holding multiple Google AI certifications (including Generative AI Leader and Prompting Essentials). With over 15 years of AI transformation consulting experience across Asia-Pacific, she helps businesses drive sustainable growth through AI.

1.6 培训信息 Training Details

• Date 日期: Tuesday, Sept 22nd, 2026 / 2026年9月22日，周二
• Time 时间: 2:00PM - 5:00PM
• Language 培训语言: Chinese 中文
• Location 培训地点:
  • CCI FRANCE CHINE Shenzhen Office
    Room 218, 2/F, Phase 1, Chinese Overseas Scholars Venture Building,
    No. 3170 Keyuan South Road, Nanshan District, Shenzhen
  • 中国法国工商会深圳办公室
    广东省深圳市南山区科苑南路3170号留学生创业大厦一期2楼218室
• Training Fee 培训费用:
  • CCI FRANCE CHINE Members 中国法国工商会会员: ￥1,294.00
  • Non Members 非会员: ￥1,934.40

Equip yourself with the expertise to lead in the AI-driven finance function. Let System in Motion guide you on this journey to mastery.