AI for Finance

Speaker: Chinmaya Amte (Ex-EY, Speaker at 5 IIMs)

Disclaimers / To-Dos

The participants need to have access to a laptop with a Microsoft 365 subscription. You can check out the link here: www.office.com. You can get 1-month free access based on a credit card. This is needed for formulas like TEXTBEFORE, TEXTAFTER, and TEXTSPLIT.

Mac and work laptops may have restrictions on the installation of add-ins, etc.

About this Workshop
Master Excel by solving real business problems, not memorising formulas.
This workshop is built around how finance professionals actually think, structure problems, and build solutions that work in the real world.

Walk away with practical frameworks you can apply immediately across investment banking, private equity, consulting, and analytics.

It focuses on the core Excel skills and decision-making approaches used in real finance roles.

You will learn:

1. Dynamic Arrays & Lookups: From Manual Work to Scalable Models
   Move beyond traditional Excel methods to modern techniques like FILTER and dynamic arrays. Learn when to use each approach and how to build models that scale cleanly with data.

2. Financial Modelling That Goes Beyond Templates
   Understand how to structure models from first principles. Build sensitivity-driven outputs and learn how to judge whether your numbers actually make sense.

3. Dates, Time & Financial Logic: The Backbone of Every Model
   Master how Excel treats dates and time-based calculations. Apply this to real use cases like EMIs, cash flows, fiscal timelines, and financial schedules.

4. Turn Core Finance Concepts into Reusable Excel Tools
   Translate concepts like Payback Period, IRR, and NPV into automated, reusable models using functions like LET and LAMBDA.

5. Think Like an Analyst: Data, Logic & Decision Frameworks
   Learn how to break down messy business problems, structure your approach, and choose the most efficient path to a solution. This is the skill that separates users from analysts.

6. Power Query & Automation: From Raw Data to Clean Insights
   Work with messy, real-world datasets and transform them into structured outputs using Power Query and automation techniques.

7. VBA & Advanced Excel: When to Go Beyond Formulas
   Understand where Excel ends and automation begins. Learn the basics of VBA and how it fits into real finance workflows.

8. Real Case Studies Across Finance Roles
   Apply everything through cases inspired by investment banking, private equity, FP&A, and consulting. Build solutions that mirror actual work environments.