FP&A with AI: Capstone Project

Overview

A multi-stage capstone simulating one full FP&A lifecycle for Acme Mutual, the PC's persistent proxy enterprise insurer. Learners move from raw business data to a boardroom-ready recommendation:

selecting KPIs and drivers, building a driver-based financial model, running variances and AI-assisted forecasts, designing scenario and sensitivity views, and assembling an executive narrative pack with embedded governance evidence.

The capstone is structured in eight modules that mirror the Assess → Build → Forecast → Communicate sequence, producing an integrated portfolio artifact learners can reference in interviews or performance reviews as concrete evidence of AI-augmented FP&A competency.

Syllabus

• Capstone Project
A multi-stage capstone simulating one full FP&A lifecycle for Acme Mutual, the PC's persistent proxy enterprise insurer. Learners move from raw business data to a boardroom-ready recommendation: selecting KPIs and drivers, building a driver-based financial model, running variances and AI-assisted forecasts, designing scenario and sensitivity views, and assembling an executive narrative pack with embedded governance evidence. The capstone is structured to mirror the Assess → Build → Forecast → Communicate sequence, producing an integrated portfolio artifact learners can reference in interviews or performance reviews as concrete evidence of AI-augmented FP&A competency.

Taught by

LearnQuest Network

Subjects

Business