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NITA AccreditedAdvancedPhysical + Virtual5 daysBIFP09

Training on Business Intelligence & Analytics for Finance Professionals

Master business intelligence and analytics for finance professionals. Learn to leverage data to drive financial decision-making, improve forecasting, and optimize financial performance.

Next intake

20 Jul 2026 · Nakuru

View all dates

Duration

5 days

Live instruction

Delivery

Physical + Virtual

Cohort based

Level

Advanced

Working professionals

Certification

NITA reimbursable

For Kenyan cohorts

Language

English

All materials

Overview

About this programme

In today's data-driven world, finance professionals need to leverage business intelligence (BI) and analytics to enhance decision-making, optimize financial performance, and drive strategic growth. This 5-day intensive course provides finance professionals with the knowledge and skills to utilize BI tools and analytical techniques effectively. Participants will learn to transform financial data into actionable insights, automate reporting processes, and gain a competitive edge through advanced data analysis.

Course Duration

5 Days

Who Should Attend

  • Financial Analysts
  • Chief Financial Officers (CFOs)
  • Finance Managers
  • Accountants
  • Budget Analysts
  • Risk Managers
  • Business Analysts
  • Financial Controllers
  • Professionals involved in financial planning, analysis, and decision support
Learning outcomes

What you'll walk away with

By the end of this course, participants will be able to

  • Frame financial insights in the context of business process improvement
  • Exploit the tools of Business Intelligence and Analytics systems
  • Develop financial and non-financial key performance measures
  • Apply the tools and techniques of predictive analytics
  • Design powerful graphics for data visualisation and infographics
Course modules

What we cover, module by module

Module 1: Understanding Business Models and Business Processes

  • Creating value for key organizational stakeholders
  • The role of the 21st century finance professional
  • Business models and business processes
  • Business process improvement and re-engineering
  • Introduction to Business Intelligence (BI) and Business Analytics (BA)
  • Introduction to Data-Driven Decision Management (DDDM)
  • Key financial measures and shareholder value drivers
  • Key success factors and key performance measures
  • Case Study: Business process redesign improving profitability and efficiency
  • Practical: Mapping a business model and identifying performance drivers

Module 2: Purpose and Principles of Business Intelligence & Business Analytics

  • Implementing a Business Performance Management framework
  • Definition and purpose of Business Intelligence
  • History and development of BI systems
  • Features, tools, and terminology of BI systems
  • Definition and aims of Business Analytics
  • Understanding descriptive and predictive analytics
  • Sources and types of BI and BA tools
  • Case Study: Using BI dashboards to improve executive decision-making
  • Practical: Selecting suitable BI tools for an organization

Module 3: Principles of Statistical & Predictive Analytics

  • Defining statistical, descriptive, and predictive analytics
  • Business database features and design principles
  • Distribution and probability theory basics
  • Time series data analysis
  • Forecasting using moving averages
  • Forecasting using linear regression
  • Monte Carlo simulation in Excel
  • Predictive analytics using “what-if” forecasts
  • Case Study: Revenue forecasting using predictive analytics models
  • Practical: Building forecasting models in Excel

Module 4: Data Visualization & Infographics for Finance Professionals

  • Defining data, information, and insight
  • Comparing data visualization and infographics
  • Using charts and graphics effectively
  • Designing visuals for non-financial users
  • Using Excel and PowerPoint for visualization
  • Designing scorecards and dashboards
  • Practical dashboard and mashboard design in Excel
  • Case Study: CFO dashboard improving monthly reporting clarity
  • Practical: Creating a finance dashboard and infographic report

Module 5: BI / BA Systems Implementation & Managing Change

  • Agile approach to systems development
  • Practical steps in Agile BI / BA systems design and implementation
  • Importance of urgency in digital transformation
  • Effective steps to achieving change
  • Overcoming resistance to change
  • Building a data-driven culture
  • Sustaining BI / BA systems for long-term success
  • Case Study: Successful rollout of an enterprise BI transformation project
  • Practical: Developing a BI implementation and change management roadmap
Impact

Where the change lands

Organizational Impact

  • Enhances financial performance and decision-making through data-driven analysis.

  • Improves efficiency by automating reporting and providing real-time financial insights.

  • Fosters a data-driven culture that uncovers trends, optimizes resources, and strengthens competitiveness.

Personal Impact

  • Builds in-demand skills for senior finance roles such as CFO or financial controller.

  • Enables contribution to profitability and strategic success through data-driven recommendations.

  • Provides confidence to lead and champion finance-focused data initiatives.

Dates and locations

Upcoming intakes

Every intake is limited to a small cohort. Booking closes when a date fills or three weeks before the start, whichever comes first.

Full calendar
FAQs

Common questions.

Still not sure? Send us a note and a facilitator will get back to you within a business day.

To equip finance professionals with the skills to use business intelligence (BI) tools to analyze financial data, create insightful reports, and support strategic decision-making.

Course finder

Find the right course for you

Prefer to talk it through? Send us an enquiry and a facilitator will scope a fit within a business day.

For corporate teams

Training 10+ professionals?

We deliver Training on Business Intelligence & Analytics for Finance Professionals in-house at your offices, at a venue we arrange, or fully virtual. Customise the curriculum against your KPIs, and get a bespoke price for the cohort size you need.