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Full Description
Supercharge your financial planning and analysis with AI
Smart Finance: Leveraging AI for Enhanced Financial Planning and Analysis, by Christian Martinez, is an essential guide for finance professionals ready to harness AI's transformative capabilities. Martinez draws on his extensive experience as a finance executive responsible for implementing AI solutions in global enterprises to bring you a hands-on strategy guide for building new and exciting financial planning and analysis capabilities. You'll learn to deliver faster insights, tighter forecasts, and more focused recommendations while your competitors struggle to keep pace. You'll also discover how commercially available AI tools like ChatGPT, Python, and automation platforms can revolutionize every aspect of financial planning and analysis - from monthly closes to strategic decision-making.
The book provides a comprehensive roadmap through the four levels of analytics - descriptive, diagnostic, predictive, and prescriptive - showing you how AI can expand and enhance your professional offerings at each stage. Martinez demystifies complex technologies, explaining machine learning, large language models, and generative AI in practical terms that connect directly to daily finance work.
Instead of assuming an extensive technical or coding background, Smart Finance teaches you how to communicate effectively with AI tools through prompt engineering, showing you how to generate Python code without programming knowledge. It explains how to build automated workflows using code-based and no-code solutions. Along the way, you'll find real-world use cases drawn from the author's work with over 15000 professionals that highlight how you can apply the book's lessons in your own work, today.
Explore:
Master prompt engineering techniques specifically designed for financial planning, forecasting, and analysis workflows
Generate Python scripts through AI to automate data cleaning, report building, trend analysis, and forecasting without programming expertise
Build AI-enhanced dashboards and reports that deliver executive summaries, variance commentary, and diagnostic insights in minutes instead of hours
Implement predictive analytics using tools like Prophet and scikit-learn with AI-generated support to create accurate revenue, cost, and cash flow forecasts
Automate repetitive FP&A tasks using Power Query, n8n, Make, Zapier, and other workflow tools to dramatically reduce month-end cycles
Smart Finance is perfect for CFOs, financial analysts, FP&A managers, controllers, and finance executives interested in offering more agile, accurate, and forward-looking services. It's also a must-read for business leaders, data scientists, and AI enthusiasts interested in taking advantage of the extraordinary potential of artificial intelligence in financial applications. You'll find actionable capabilities to accelerate analysis, improve forecast accuracy, and elevate your strategic contribution to your clients and your company that will change the way you work, forever.
Contents
Chapter 1 The AI Revolution in Finance 1
Chapter 2 Prompt Engineering for Finance Professionals 21
Chapter 3 Teaching AI to Code—Without Being a Programmer 57
Chapter 4 Descriptive Analytics—Let AI Do the Reporting 79
Chapter 5 From "What Happened?" to "Why Did It Happen?" 103
Chapter 6 Predictive Analytics 125
Chapter 7 Prescriptive Analytics—From Insight to Action 151
Chapter 8 Automation in FP&A—Doing More with Less 177
Chapter 9 Building Your AI Finance Stack 207
Chapter 10 Becoming an AI-Enabled Finance Leader 231
About the Author 253
Index 255
