About this programme
A practical course for Kin52 Holding SAL finance staff. You will learn to use Claude for spreadsheet analysis, variance commentary and management reporting, budgeting and forecasting support, and policy, contract and invoice review, while applying the controls that matter: verify every number, never treat output as audited, and protect confidentiality.
Syllabus
- 1
Analyzing Spreadsheets with Claude
Upload financial spreadsheets, ask precise questions, and check Claude's work before relying on any result.
- Uploading Files and Asking Precise Questions11 min
- Checking Claude's Analysis10 min
- 2
Variance Commentary and Management Reporting
Draft variance explanations and management report narratives that are clear, consistent and grounded in facts you supply.
- Writing Variance Commentary9 min
- Management Reporting Packs and Artifacts10 min
- 3
Budgeting and Forecasting Support
Use Claude to structure assumptions, scenarios and forecast narratives while keeping models and decisions with finance owners.
- Assumptions, Drivers and Scenarios10 min
- Forecast Models and Narratives10 min
- 4
Policy, Contract and Invoice Review
Use Claude to extract, compare and flag items in finance documents, with qualified staff making the judgments.
- Reviewing Policies and Contracts11 min
- Invoice Review and Exception Spotting10 min
- 5
Controls: Accuracy, Audit and Confidentiality
Embed the habits that keep AI-assisted finance work reliable: verify every number, document your review, and protect confidential information.
- Verify Every Number and Never Treat Output as Audited9 min
- Confidentiality, Access and Audit Trail10 min
Final examination and certificate
15 questions, 25 minutes, pass mark 80%. Passing issues an official Kin52 Holding SAL certificate with a QR verification code.