top of page
Robotic Process Automation for Finance Functions

Sector:
Technical Focus Area:
About the Course
This course provides practical training in robotic process automation (RPA) for finance functions, covering how repetitive, rules-based finance processes are identified and automated to improve efficiency and accuracy. It is designed for finance professionals leading or supporting automation initiatives.
Participants examine process assessment techniques, RPA implementation approaches, and governance considerations, building the practical skills needed to deliver successful automation projects. Case examples illustrate RPA applications across common finance processes.
Learning Milestones
By the end of this course, participants will be able to:
- Identify finance processes suitable for automation.
- Assess the business case for an RPA initiative.
- Design an automation implementation approach.
- Evaluate RPA governance and control requirements.
- Support change management for automation adoption.
- Measure the impact of automation on finance operations.
Professional Audience
This course is ideal for finance professionals involved in automation initiatives, including:
- Finance transformation professionals
- Shared services and process improvement staff
- Financial controllers
- IT professionals supporting finance automation
- Finance professionals evaluating automation opportunities
Modular Syllabus
RPA Fundamentals for Finance
- RPA concept and capabilities
- RPA versus other automation technologies
- Common finance processes suited to automation
- RPA market landscape overview
- Building an automation opportunity pipeline
Course Dates & Prices
bottom of page
