Smart Finance

Christian Martinez brings his experience implementing AI solutions at global enterprises to show finance professionals how to transform their capabilities using commercially available tools. Drawing on insights from training over 15,000 professionals through LinkedIn Learning courses, Martinez delivers a hands-on strategy guide for building AI-enhanced financial planning and analysis functions. You'll learn to deliver faster insights, tighter forecasts, and more focused recommendations using ChatGPT, Python, and automation platforms. Smart Finance provides a comprehensive roadmap through the four levels of -analytics--descriptive, diagnostic, predictive, and prescriptive--demonstrating how AI expands professional offerings at each stage. You'll discover prompt engineering techniques designed specifically for financial workflows, enabling you to generate Python scripts for data cleaning, report building, and trend analysis without programming expertise. The book explains machine learning, large language models, and generative AI in practical terms connected directly to daily finance work. Build AI-enhanced dashboards that deliver executive summaries, variance commentary, and diagnostic insights in minutes rather than hours. Implement predictive analytics using Prophet and scikit-learn to create accurate revenue, cost, and cash flow forecasts. Automate repetitive FP&A tasks using Power Query, n8n, Make, and Zapier to dramatically reduce month-end cycles. Real-world use cases throughout the book show exactly how to apply these techniques in your own work immediately. Smart Finance is essential for CFOs, financial analysts, FP&A managers, controllers, and finance executives seeking to offer more agile, accurate, and forward-looking services. Business leaders, data scientists, and AI enthusiasts will also find valuable guidance on harnessing artificial intelligence for financial applications, regardless of their current technical background or coding experience.