Gemini for Workspace: Finance Teams
Taught by Dan King, 4x Google Trainer of the Year
Public class policy: Classes run with a minimum of 6 participants. If minimum enrollment isn't reached, you'll be notified 7 days before with options to transfer or receive a full refund.
Overview
Apply Gemini to financial analysis, reporting, and planning workflows. This workshop teaches finance professionals to analyze data in Sheets using natural language, draft financial narratives, create board presentations, and automate routine financial communications—while maintaining accuracy and compliance standards.
What You'll Learn
- Analyze financial data in Sheets using natural language queries
- Generate variance analysis narratives and management commentary
- Create board presentations and financial reports efficiently
- Automate routine financial communications and approvals
- Apply appropriate skepticism and verification to AI outputs
Who Should Attend
Financial analysts, FP&A teams, controllers, accountants, finance managers
Prerequisites
Google Workspace account with Gemini enabled
Products Covered
Course Modules
Gemini Foundations for Finance
Topics
- Financial use cases across Gmail, Docs, Sheets, Slides
- Data sensitivity considerations and guardrails
- When to use (and not use) AI in financial workflows
Financial Analysis with Gemini
Topics
- Natural language queries on financial data in Sheets
- Variance analysis and trend identification
- Scenario modeling assistance
- Data validation and error checking
Financial Reporting & Communication
Topics
- Management commentary and narrative generation
- Board presentation creation
- Stakeholder email drafting
- Audit response preparation
Accuracy, Verification & Compliance
Topics
- Verifying AI-generated financial outputs
- Maintaining audit trails
- Compliance considerations for AI in finance
- Building trust with stakeholders
Get This Training
No public classes currently scheduled. Express interest below or request private training.
Course Details
- Course Code
- WS-103
- Duration
- 1 day
- Format
- Workshop
- Level
- Beginner
- Price
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Questions About This Course?
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