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Certified Financial Expert: Digital Financial Modelling, Budgeting & Automation

  • Overview ImageOverview
  • Outline ImageCourse Outline
  • Scheduled ImageScheduled Dates

Overview ImageCourse Overview

The role of finance professionals is rapidly evolving. In the digital age, financial experts are expected not only to understand numbers but also to lead transformation, analyse trends, forecast outcomes, and integrate technology. This intensive four-week training program is designed to build future-ready financial professionals equipped with advanced modeling skills, digital tools, and strategic insight.

Participants will engage in real-world applications using Microsoft Excel, Power BI, Python (Pandas, Scikit-learn), and RPA tools (UiPath / Automation Anywhere). The program emphasizes practical skills in financial modeling, budgeting, performance tracking, and automation, all within an integrated, cloud-based financial environment.

Objective:

By the end of this program, participants will be able to:

  • Build professional and dynamic financial models for decision-making.
  • Conduct scenario analysis and financial forecasting with high accuracy.
  • Develop and manage annual and flexible budgets, aligned with strategic goals.
  • Analyse performance deviations and financial KPIs to improve accountability.
  • Apply Power BI for interactive visualization and reporting.
  • Use Python for automated financial analysis and trend prediction.
  • Integrate Excel Add-ins to simulate, optimize, and model key decisions.
  • Automate repetitive accounting tasks using UiPath or Automation Anywhere.
  • Understand the structure and impact of cloud-based financial systems such as SAP and Oracle.
  • Lead the transition toward a digitally enabled finance function.
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Overview ImageCourse Outline

Week 1: Financial Modelling and Forecasting in Excel

Theme: Building professional financial models
Tools: Excel + Smart Add-ins

Topics:

  • Principles of structured financial modelling
  • Dynamic income statement, balance sheet, and cash flow models
  • Integrating scenario analysis and Monte Carlo simulations
  • Financial forecasting techniques (trend, regression)
  • Excel Add-ins: Solver, ThinkCell, Power Query, Data Types

Practical Application:
Build a modular financial model with dynamic inputs, risk simulation, and executive reporting sheets.

Week 2: Financial Planning and Budgeting with Variance Analysis

Theme: Budgeting and financial control
Tools: Excel + Power BI

Topics:

  • Designing annual and flexible budgets
  • Rolling forecasts and variance tracking
  • Cost centre planning and performance monitoring
  • Power BI dashboards for real-time budget control
  • Data-driven budgeting with trend and deviation analysis

Practical Application:
Create a full-year departmental budget with a variance analysis dashboard and interactive visualisations in Power BI.

Week 3: Digital Finance Transformation and Cloud Integration

Theme: Cloud systems and digital integration
Tools: SAP / Oracle (conceptual), Power BI, Python, Excel

Topics:

  • Digital finance strategy and transformation roadmap
  • Overview of SAP S/4HANA and Oracle Cloud ERP
  • Data integration across financial systems
  • AI-driven automation of finance processes
  • Linking cloud data with Power BI and Python for analytics

Practical Application:
Simulate integration of cloud ERP data into Power BI and Python for advanced financial analytics.

Week 4: Automation and KPI-Based Performance Management

Theme: Intelligent automation and KPI governance
Tools: UiPath or Automation Anywhere, Excel, Power BI

Topics:

  • Robotic Process Automation (RPA) for finance
  • Designing bots for invoice processing, reconciliations, and reporting
  • Defining and modelling financial KPIs (e.g., spending ratio, efficiency index)
  • KPI dashboards for decision support
  • Financial governance using real-time indicators

Practical Application:
Design an RPA bot to extract financial data and update a Power BI dashboard with performance indicators.

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Overview ImageSchedule & Fees

3 For 2Offer

Get the most out of group training with our special discount! Register 3 of your participants together on the same course and only pay for 2.

Select Month

  • All
  • January
  • November

Location

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  • London london icon

Date: 10 Nov - 05 Dec 2025

Duration: 4 Week

Venue: London

Price: $21,200

youtubeRegister Now

Date: 05 - 30 Jan 2026

Duration: 4 Week

Venue: London

Price: $21,200

youtubeRegister Now
Certified Financial Expert: Digital Financial Modelling, Budgeting & Automation

Certified Financial Expert: Digital Financial Modelling, Budgeting & Automation

Date: 10 Nov - 05 Dec 2025
Duration: 4 Week
Venue: London
Price: $ 21,200
youtube Register & Checkout
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Questions? Speak to our friendly training advisor

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John Bayson

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Email Imagejohn@londontfe.com

Call   +44 2071836657

Employees of professional or formally regulated bodies are generally expected to have CPD accredited training. This type of accreditation ensures that the training is knowledgeable, informed and constantly updated. It ensures our standards as a company are kept high and consistent.

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Why Choose London Training For Excellence?

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    Reliability

    We will never cancel a confirmed booking

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    Support

    We offer around the clock support

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    Tailored

    We customise our courses to suit your personal learning needs

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    Quality

    Our courses are delivered by highly experienced industry experts

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    Recognition

    All our courses are accredited by the CPD Standards Agency

Frequently Asked Questions

How can training courses be used as a company benefit?

Training is hugely beneficial to both yourself and your company. It enables you to employ new technologies, increases your productivity and enables you to be more autonomous. Have a look here at our infographic on the importance of training and development!

How often do you update your course content to ensure relevancy?

Our course content is constantly reviewed and updated to ensure we stay up to date with all the latest trends. After every course is completed we review the feedback and improve the material where necessary.

Do you keep your classroom environment and instructional methodologies current with today’s real-world workplace?

Yes, we focus our training on ‘real-world’ scenarios and our trainers are all highly experienced and skilled in their relevant fields.

Are your courses eligible for professional certification?

Yes, we offer certification with all our courses, every course is entitled to CPD (Continuous Professional Development) hours which you can put towards your professional portfolio.

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Certified Financial Expert: Digital Financial Modelling, Budgeting & Automation

  • United KingdomLondon
  • calendar10 Nov - 12 Dec 2025
By submitting this form you agree to our Terms and Conditions and Privacy Policy.
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  • United KingdomLondon
  • 10 Nov - 12 Dec 2025
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