Skip to main content

Microsoft 365 Copilot for Finance Professionals

Master Microsoft 365, AI tools, and productivity platforms with expert-led training designed for modern professionals. Learn to maximize Word, Excel, PowerPoint, Teams, Outlook, and OneDrive while leveraging Microsoft Copilot, GPT-4, and Claude to automate workflows and transform workplace efficiency.

AI-Powered Productivity Microsoft 365 Certified
Professionals collaborating with Microsoft 365 tools and AI-powered productivity

Microsoft 365 Copilot for Finance Professionals

COPILOT-FIN

Master Microsoft 365 Copilot for finance professionals. Learn AI-powered financial analysis, modeling, reporting & compliance in Excel, PowerPoint, Word, Teams & Outlook in this intensive 1-day course.

Target Audience: Business Users, Knowledge Workers, Data Analysts
Duration: 1.0000 Days
Job Role: Business and Productivity
Skill Level: Foundational
6000.00 USD
Enroll Now View Details

🚀 Transform Your Financial Workflows with AI-Powered Microsoft 365

Designed specifically for finance professionals, CFOs, financial analysts, and accounting teams, this intensive 1-day course teaches you how to leverage Microsoft 365 Copilot to revolutionize your financial operations. Learn to automate complex analyses, create compelling board presentations, and streamline compliance processes using cutting-edge AI technology.

💼 What You'll Master

  • AI-Powered Financial Analysis: Use Copilot Chat to analyze variances, generate insights, and create data-driven explanations instantly
  • Advanced Excel Modeling: Build sophisticated 3-year forecasts, financial dashboards, and KPI tracking systems with Copilot assistance
  • Professional Presentations: Create board-ready financial reports and CapEx presentations that tell compelling stories
  • Compliance & Documentation: Draft financial policies, audit responses, and regulatory reports efficiently
  • Team Collaboration: Manage month-end close processes, coordinate with auditors, and streamline approvals
  • Smart Communication: Automate financial reporting schedules and create approval workflow templates

🎯 Perfect For

Finance directors, controllers, financial analysts, accounting managers, and CFOs looking to enhance productivity, improve accuracy, and leverage AI in their daily financial operations. Includes 7 hands-on labs with real-world financial scenarios you can immediately apply to your work.

Ready to Empower Your Workforce with AI-Enhanced Productivity?

Transform your team's efficiency with comprehensive Microsoft 365 and AI training from Opsgility. Our expert-led courses combine hands-on practice with real-world scenarios to help your employees master Copilot, Office applications, SharePoint, Teams, and cutting-edge AI tools that drive measurable business results.

Schedule Your Team Training