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CASE 06 / AI AT WORK

Use AI to build and revise financial models.

Connect authoritative inputs, explicit assumptions, calculation, reconciliation, and human review rather than generating an isolated forecast.

Financial scenario summary

Give the model a grounded starting point

We define periods, metric meanings, actual inputs, and assumptions before building the model.

How AI changes the work

AI helps organize inputs, construct scenario models, trace calculation dependencies, and revise the model when assumptions or confirmed inputs change.

Reconciliation and historical comparisons test whether the model behaves plausibly. A desired result is not a reason to change assumptions.

The result

The work produced models, scenario summaries, and review records. Saved assumptions make later revisions easier.

My contribution

I define the business questions and challenge assumptions. AI assists modelling; finance and relevant owners verify their source inputs.

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