An Interactive 5-Day Training Course
Business Intelligence & Analytics
for Finance Professionals
Leveraging Data to Improve Decision-making and
Build Competitive Advantage
Classroom Sessions:
Online Sessions:
| 07 - 11 Jul 2025 | Online | $3,950 | |
| 10 - 14 Nov 2025 | Online | $3,950 | |
| 02 - 06 Mar 2026 | Online | $3,950 | |
| 06 - 10 Jul 2026 | Online | $3,950 | |
| 09 - 13 Nov 2026 | Online | $3,950 |
INTRODUCTION
This Business Intelligence and Analytics for Finance Professionals training course will highlight how, in a world where firms face intense competition for both customers and investors, the key challenge for today’s finance professional is to step-up and support the value creation process by moving from a narrow reporting role to embrace and exploit the full opportunities provided by today’s Business Intelligence (BI) and Business Analytics (BA) systems. This Data Management & Analytics training course will focus on the tools and techniques used by world-class finance functions to provide the critical business insights C-Suite executives need for effective data driven decision management.
This GLOMACS training course will highlight:
- The Vital Role of the 21st Century Finance Function
- How Finance Professionals can fully exploit BI and BA tools
- Using BI and BA to improve business processes and performance
- Principles and Practice in Statistical Analysis and Forecasting
- Practical Skills for Data Visualisation and Infographics
- Applying Agile Methods to BI and BA Systems Development
Objectives
This Business Intelligence and Analytics for Finance Professionals training course will explain and practically demonstrate how finance professionals can make effective use of Business Intelligence and Business Analytics techniques to optimise the information and insights presented to managers and senior executives in the context of data driven decision management.
At the end of this training course, you will learn to:
- Frame financial insights in the context of business process improvement
- Exploit the tools of Business Intelligence and Analytics systems
- Develop financial and non-financial key performance measures
- Apply the tools and techniques of predictive analytics
- Design powerful graphics for data visualisation and infographics
Training Methodology
This Business Intelligence and Analytics for Finance Professionals training course will be presented in a highly participative workshop format using activities, case studies and practical examples. Delegates will have the opportunity to develop practical skills for using predictive analytics for preparing business forecasts and using Excel to design graphics for data visualisation and infographics presentations.
Organisational Impact
The organisation will gain through the development and application of capabilities and skills in key areas of communicating key financial insights to decision-makers; specifically benefits will include:
- Improved awareness of key business performance measures
- Greater financial insights from fully exploiting BI and BA systems
- Better integration of financial and non-financial performance measures
- Upgraded data visualisation and infographics
- Raised awareness of modern Agile approach to systems development
- Enhanced results from data driven decision management
Personal Impact
Delegates will benefit from the expansion of their knowledge and application of up to date Business Intelligence and Business Analytics tools and techniques; benefits will specifically include:
- Ability to frame financial insights in the context of business process and performance
- Up to date knowledge of leading edge BI and BA tools and systems
- Practical skills in statistical analysis and predictive analytics
- Greater levels of involvement in management decision-making
- Raised awareness of modern Agile and Scrum approach to system development
- Effective methods for systems implementation and change management
WHO SHOULD ATTEND?
This Business Intelligence and Analytics for Finance Professionals training course will significantly raise the skills and effectiveness of any finance professional engaged in financial planning, performance management reporting or decision making support in any organisation using modern Enterprise Resource Planning systems supported by Business Intelligence and Business Analytics tools.
This GLOMACS training course is suitable to a wide range of professionals but will greatly benefit:
- Finance Professionals across the organisation
- Head Office Planning Managers
- Budgeting and Forecasting Teams
- Commercial Managers
- Finance Strategic Business Partners
DAY 1
Understanding Business Models and Business Processes
- Creating Value for Key Organisational Stakeholders
- The Role of the 21st Century Finance Professional
- Business Models and Business Processes
- Business Process Improvement and Re-engineering
- Introduction to Business Intelligence and Business Analytics
- Introduction to Data Driven Decision Management (DDDM)
- Key Financial Measures and Shareholder Value Drivers
- Key Success Factors and Key Performance Measures
DAY 2
Purpose and Principles of Business Intelligence and Business Analytics
- Implementing a Business Performance Management Framework
- The Definition and Purpose of Business Intelligence (BI)
- History and Development
- Features Tools and Terminology of BI Systems
- The Definition and Aims of Business Analytics (BA)
- Understanding Descriptive and Predictive Analytics
- Sources and Types of BI and BA Tools
DAY 3
Principles of Statistical and Predictive Analytics
- Defining Statistical, Descriptive and Predictive Analytics
- Business Database Features and Design
- Principles of Distribution and Probability Theory
- Time Series Data Analysis
- Trend Analysis and Forecasting using Moving Averages
- Trend Analysis and Forecasting using Linear Regression
- Analysis and Forecasting with Monte Carlo Simulation in Excel
- Predictive Analytics using ‘what-if’ Forecasts
DAY 4
Data Visualisation and Infographics for Finance Professionals
- Defining Data, Information and Insight
- Comparing Data Visualisation and Infographics
- Using Charts and Graphics for Data Visualisation
- Designing Visuals and Infographics for Non-financial Users
- Using Excel and Powerpoint for Data Visualisation
- Designing and Using Scorecards and Dashboards
- Practical Tips for Building Dashboards and Mashboards in Excel
DAY 5
BI / BA – Implementing Systems and Managing Change
- An Agile Approach to Systems Development
- Practical Steps in Agile BI / BA Systems Design and Implementation
- The Importance of Urgency
- Effective Steps to Achieving Change
- Overcoming Resistance to Change
- On successful completion of this training course, GLOMACS Certificate will be awarded to the delegates
- Continuing Professional Education credits (CPE) : In accordance with the standards of the National Registry of CPE Sponsor, one CPE credit is granted per 50 minutes of attendance
Endorsed Education Provider
GLOMACS is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org
In Association With
PetroKnowledge
Our collaboration with Petroknowledge aims to provide the best training services and benefits for our valued clients
Oxford Management Centre
A GLOMACS - Oxford Management Centre collaboration aimed at providing the best training services and benefits to our valued clients.
The Energy Training Centre
Our collaboration with Energy Training Centre aims to provide the best training services and benefits for our valued clients
Dubai - UAE
P. O. Box
74653
Tel: +971 (04) 425 0700
Fax: +971 (04) 425 0701
Tax Registration Number: 100270246000003
GLOMACS Training & Consultancy
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