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Prompt course · 8 lessons · 24 prompts · 1 hour · Beginner

AI for Financial Controllers

Learn prompts for financial close, budgets, variance analysis, cash flow, controls, audit prep, compliance, and board updates. Each lesson gives clear steps for ChatGPT, Claude, or Gemini in controller work.

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What you'll learn

  • Close and statements: Plan the month-end close and draft financial statement explanations from your numbers.
  • Budgets and forecasts: Draft budget instructions, shape assumptions, and build scenario forecasts from actuals.
  • Variance commentary: Turn actual-versus-budget figures into draft commentary, questions, and executive summaries.
  • Cash and capital: Use AR, AP, and forecast data to draft cash flow views, risk lists, and improvement options.
  • Controls and duties: Document controls, map segregation of duties, and test a described process for gaps.
  • Audit preparation: Prepare auditor requests, draft finding responses, and organize timelines with owners.
  • Policy and compliance: Translate regulatory updates, draft accounting memos, and create compliance checklists.
  • Board updates: Prepare board explanations, audit committee talking points, and finance training on controls.

What's inside

8 lessons · 24 prompts
  1. Before you start · framework course TIDD-EC Prompt Framework: Do, Don't and Precise InstructionsTIDD-EC fits your financial controller role because do, don't, and precise instructions keep monthly reconciliations and audit reports accurate.
  2. Start here Priya's Thursday, two waysA day in the life of a Financial Controller, before and after these prompts.
  3. 01 Lesson 1 · 3 prompts Financial Close And Statements
  4. 02 Lesson 2 · 3 prompts Budgeting And Forecasting
  5. 03 Lesson 3 · 3 prompts Variance Analysis And Reporting
  6. 04 Lesson 4 · 3 prompts Cash Flow And Working Capital
  7. 05 Lesson 5 · 3 prompts Internal Controls And Documentation
  8. 06 Lesson 6 · 3 prompts Audit Preparation And Coordination
  9. 07 Lesson 7 · 3 prompts Compliance And Accounting Policy
  10. 08 Lesson 8 · 3 prompts Board And Stakeholder Communication

About this course

7 topics

A Prompt Course for Financial Controllers

This course teaches you how to use AI for the writing and planning parts of a controller's job. You will work through prompts for close, budgets, variances, cash flow, controls, audits, compliance, and board updates.

You can use ChatGPT, Claude, or Gemini. The lessons focus on clear instructions, careful review, and keeping private financial details safe.

  1. The lessons
    1. Financial Close And Statements: Use AI to plan the month-end close and turn financial statements into clear, accurate drafts and explanations.
    2. Budgeting And Forecasting: Use AI to draft budget instructions, shape assumptions, and build scenario forecasts from your actuals.
    3. Variance Analysis And Reporting: Use AI to convert actual-versus-budget numbers into draft commentary, anomaly questions, and executive summaries.
    4. Cash Flow And Working Capital: Use AI to turn AR, AP, and forecast data into cash flow drafts, risk lists, and improvement options.
    5. Internal Controls And Documentation: Use AI to document controls, map segregation of duties, and test whether a described process has gaps.
    6. Audit Preparation And Coordination: Use AI to prepare auditor requests, draft finding responses, and organize audit timelines with owners.
    7. Compliance And Accounting Policy: Use AI to translate regulatory updates, draft accounting memos, and create compliance checklists for your team.
    8. Board And Stakeholder Communication: Use AI to prepare board explanations, audit committee talking points, and finance training on controls.
  2. What the course covers

    The course follows the arc of a controller's year. It starts with close and statements, then moves through budgets, variances, cash flow, controls, audit prep, compliance, and board communication.

  3. How the lessons connect

    Each lesson builds on the one before it. The close work feeds variance analysis, the budget work feeds forecasts, and the controls work feeds audit preparation.

  4. How to use prompts well

    Good prompts name the task, the audience, the format, and the limits. For example, ask for a draft variance memo for plant managers, using only the figures you provide, and ask it to list open questions.

  5. Who it is for

    This course is for financial controllers and senior accounting professionals who want to use AI without giving up accuracy or oversight. It assumes you know accounting, not coding.

  6. Safety and privacy

    Keep private data out of public AI tools unless your company approves them. Remove names, account numbers, bank details, and anything sensitive before you paste. Always review the output and follow your own policies.

  7. Your next step

    After the course, try one prompt on a live task this week. Save the prompts that work, share them with your team, and keep your review steps strong.