AI & Financial Controlling Masterclass – Transforming financial management with Data and AI
Financial Controlling processes remain largely manual, fragmented, and lack industrialization in many organizations today. This masterclass offers a practical approach to understanding how data and artificial intelligence can optimize, automate, and improve the reliability of financial management, from reporting to decision-making. Through real-world use cases, demonstrations, and collaborative workshops, participants will move from theory to action.
In partnership with Alteryx.
What you are going to learn
- Provide a clear and pragmatic understanding of AI (beyond the hype)
- Highlight current pain points in Financial Controlling and Financial Steering
- Demonstrate, through concrete cases, how data and AI are already transforming these processes
- Enable participants to identify opportunities that can be applied immediately within their organization
- Engage in collective reflection on real-world field challenges
Transforming financial management through data and AI
Faced with long closing cycles, time-consuming manual consolidation, and a reliance on spreadsheet tools, Financial Controlling must evolve. Data and AI provide powerful levers to improve operational performance, ensure data reliability, and accelerate decision-making. This masterclass offers a pragmatic, use-case-driven approach to quickly identify concrete and actionable areas for transformation.
This masterclass is the second installment in our AI Masterclass series, following our inaugural session on the credit process held on June 23, 2026. You can watch the recap of that first session in the video below or read about it in our blog post.
What profiles is the training aimed at
CFOs, Finance Departments, and Financial Controlling
Finance and Tax Transformation Departments
Executive profiles in Data, AI, IT, and transformation
Companies across all sectors – Paris & regions
Speakers
This masterclass is led by data, analytics, and artificial intelligence experts from Prime Analytics who regularly work on transformation projects within finance departments. They share real-world cases, practical demonstrations, and insights gained directly from the field.
Skander Mezghani
CEO & Co-Founder of Prime Analytics
Specializing in advanced analytics and the deployment of artificial intelligence solutions, with deep expertise in business challenges within finance and financial controlling.
Gaëtan Dion
AI Tech Lead at Prime Analytics
13 years of experience in software development and AI, including several years dedicated to training and deploying generative AI models (LLMs, RAG, agents) for companies across all sectors.
The strengths
- 100% business-focused approach (financial controlling, finance, performance management)
- Real-world use cases from financial controlling and finance
- Demonstration and hands-on experience with AI solutions (automated dashboards, financial planning)
- Collaborative workshop focused on your specific challenges
- Identification of use cases that can be implemented immediately
- Interactive format designed to encourage peer-to-peer exchange
Training program
09:00 AM - 09:30 AM – Welcome & breakfast
09:30 AM - 09:50 AM – Introduction & scope
• Objectives for the day
• Current context for the Finance / Financial Controlling function
• Why transforming financial controlling is a top priority
09:50 AM - 10:30 AM – Demystifying AI: Understanding the fundamentals
• What is AI, really?
• The difference between automation, analytics, generative AI, and "traditional" AI
• What AI can do today... and what it cannot do
• Keys to success: data, processes, and organization
10:30 AM - 11:00 AM – Current state: Pain points in financial controlling
• Monthly closes taking days instead of hours
• Manual consolidation of Excel files from multiple sources (Finance, HR, Ops, Treasury)
• Budget/actual variances that are time-consuming and difficult to explain to operational teams
• Annual budgets becoming obsolete by month 2 due to lack of updates
• Multiple "versions of the truth" across teams → endless reconciliations
11:00 AM - 11:20 AM – Break
11:20 AM - 11:50 AM – Prime AI: Automated dashboards: Presentation & use case demo
11:50 AM - 12:30 PM – AI-augmented financial planning: Presentation & use case demo
12:30 PM - 2:00 PM – Lunch
2:00 PM - 2:40 PM – Collaborative workshop: identifying your use cases
• Identifying current participant challenges
• Sharing pain points
• Group brainstorming
• Qualifying use cases (feasibility, impact, priority)
• Initial transformation strategies
• Selection of 3 use cases to be developed live
2:40 PM - 4:10 PM – Rapid development of 3 use cases | AI-Powered Development
Our AI developers will support each group, turning their ideas into functional prototypes.
4:10 PM - 4:20 PM – Break
4:20 PM - 5:20 PM – Presentation of developed solutions
5:20 PM - 5:30 PM – Conclusion & next steps
• Summary of key takeaways
• How to get started in your organization
• Opportunities for further exploration
5:30 PM - 7:00 PM – Networking & drinks
About
Prime Analytics
Consulting and training firm specializing in Data, AI, and Finance, supporting financial institutions in their digital transformation.
Alteryx - Technology Partner
As a leader in Analytics Automation solutions, Alteryx empowers companies to prepare, transform, analyze, and leverage their data quickly and intuitively. With its automation, advanced analytics, and artificial intelligence capabilities, Alteryx helps organizations accelerate decision-making and democratize data access across business functions.
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