Microsoft

GenAI Enhanced Financial Analysis Specialization

Microsoft

GenAI Enhanced Financial Analysis Specialization

Boost finance decisions with AI‑powered analytics.

Combine Generative AI, Excel Copilot, & Power BI to automate, visualize, and forecast financial data

 Microsoft

Instructor: Microsoft

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Get in-depth knowledge of a subject
Intermediate level

Recommended experience

4 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace
Get in-depth knowledge of a subject
Intermediate level

Recommended experience

4 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

What you'll learn

  • Analyze financial variances and margins using AI-powered Excel and Power BI features.

  • Build predictive models and forecasts leveraging machine learning capabilities.

  • Create interactive dashboards and executive reports with AI-assisted insights.

  • Validate AI-generated insights and build scenario models for strategic decisions.

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Taught in English
Recently updated!

July 2026

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Specialization - 5 course series

Core Financial Analysis

Core Financial Analysis

Course 1, 9 hours

What you'll learn

  • Apply variance analysis formulas for budget gap detection using Excel.

  • Evaluate financial ratios against industry benchmarks.

  • Evaluate financial statements using AI-powered insights.

  • Investigate margin erosion and cost drivers using Power BI analytics.

Skills you'll gain

Category: Power BI
Category: Financial Analysis
Category: Variance Analysis
Category: Microsoft Excel
Category: Excel Formulas
Category: Financial Data
Category: Budget Management
Category: Microsoft Copilot
Category: Trend Analysis
Category: AI Workflows
Category: Financial Modeling
Category: Financial Acumen
Category: Financial Planning
Category: Data Visualization
Category: Business Analytics
Category: Profit and Loss (P&L) Management
Category: Financial Statement Analysis
Category: AI Enablement
Category: Performance Analysis
Category: Financial Statements
Data Preparation and Governance

Data Preparation and Governance

Course 2, 8 hours

What you'll learn

  • Automate financial data validation using Copilot-generated Excel formulas.

  • Transform multiple data sources using Power Query.

  • Apply data governance frameworks and controls to ensure data integrity.

  • Build data quality scorecards to monitor financial data completeness and accuracy.

Skills you'll gain

Category: Data Quality
Category: Data Governance
Category: Data Validation
Category: Data Transformation
Category: Reconciliation
Category: Data Cleansing
Category: Power BI
Category: Data Wrangling
Category: Data Management
Category: AI Integrations
Category: Quality Monitoring
Category: Data Integration
Category: Data Integrity
Category: Microsoft Excel
Category: Microsoft Copilot
Category: Financial Data
Category: Month End Closing
Category: Financial Analysis
Category: Financial Controls
Category: Financial Management
Forecasting and Predictive Modeling

Forecasting and Predictive Modeling

Course 3, 7 hours

What you'll learn

  • Apply Power BI forecasting tools for time-series predictions with confidence intervals.

  • Build machine learning models for revenue prediction using Azure AutoML.

  • Evaluate forecast accuracy to optimize model performance.

  • Present forecast scenarios with appropriate uncertainty communication.

Skills you'll gain

Category: Predictive Modeling
Category: Forecasting
Category: Time Series Analysis and Forecasting
Category: Model Optimization
Category: Power BI
Category: Revenue Forecasting
Category: Applied Machine Learning
Category: Model Evaluation
Category: Trend Analysis
Category: Microsoft Azure
Category: Business Analytics
Category: Financial Analysis
Category: Financial Data
Category: Model Training
Category: Statistical Analysis
Category: Microsoft 365
Category: Financial Forecasting
Category: Predictive Analytics
Category: Financial Modeling
Category: Machine Learning
Data Visualization and Executive Storytelling

Data Visualization and Executive Storytelling

Course 4, 6 hours

What you'll learn

  • Create interactive variance visualizations showing financial performance drivers.

  • Apply AI-assisted tools for enhanced visual design.

  • Create AI-enhanced executive reports with clear narratives.

  • Explain strategic insights through polished, professional reporting formats.

Skills you'll gain

Category: Data Storytelling
Category: Variance Analysis
Category: Interactive Data Visualization
Category: Presentations
Category: Dashboard Creation
Category: Business Reporting
Category: Power BI
Category: Data Visualization
Category: Storytelling
Category: User Feedback
Category: Data Presentation
Category: Financial Analysis
Category: Financial Reporting
Category: Financial Data
Category: Microsoft Copilot
Category: Microsoft 365
Category: Report Writing
Category: Data-Driven Decision-Making
Category: Business Intelligence
Category: Dashboard
AI-Driven Insights, Validation and Scenario Modeling

AI-Driven Insights, Validation and Scenario Modeling

Course 5, 8 hours

What you'll learn

  • Evaluate AI-generated insights to ensure accuracy and financial relevance.

  • Analyze financial data to identify anomalies and key drivers using statistical and AI-assisted tools.

  • Create scenario models to assess strategic options.

  • Communicate data-driven insights with clear consideration of uncertainty.

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Instructor

 Microsoft
374 Courses2,687,777 learners

Offered by

Microsoft

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