Intermediateapplied

AI for Financial Analysis

Practical course on using AI in finance: analyzing financial statements, forecasting, budgeting, company valuation, working with Excel/Python, creating financial models and dashboards. Real prompts for Claude and ChatGPT with calculation examples.

3modules

10lessons

470 mintotal time

Financial analysts, CFOs, and business foundersaudience

Module 1

Financial Statement Analysis

Upload P&L, balance sheet, and cash flow statements to Claude, extract key ratios, analyze trends, and detect red flags automatically.

Analyzing Financial Statements with Claude

How to upload P&L, balance sheets, and cash flow statements to Claude, extract key ratios (ROE, current ratio, D/E, gross margin), analyze trends, and automatically detect red flags.

35 min

Building a Ratio Analysis Framework

Build a complete ratio analysis system: liquidity, profitability, efficiency, leverage. Prompts for industry benchmarking and interpreting results.

40 min

Analyzing Earnings Calls and Investor Presentations

Extract guidance, assess management tone on risks, compare YoY messaging, generate analyst questions using AI.

45 min

Module 2

Forecasting & Modeling

AI-assisted revenue forecasting, zero-based budgeting, Python and Excel for financial modeling.

AI-Assisted Revenue Forecasting

Top-down vs. bottom-up approaches, scenario modeling (base/bull/bear), assumption documentation, sensitivity analysis with Claude.

50 min

AI-Powered Budgeting: From Zero to Variance Analysis

Zero-based budgeting workflows with AI, automated variance analysis, budget narrative generation, reforecasting on actuals.

45 min

Python + Claude for Financial Analysis

pandas for financial data, yfinance for market data, Plotly for charts, and a code generation workflow through Claude.

60 min

Module 3

Valuation & Strategy

DCF models, comparable company analysis, KPI dashboards, and financial risk analysis with AI.

Company Valuation with AI

DCF walkthrough, comparable company analysis (comps), precedent transactions, sense-checking assumptions, generating an investment memo.

60 min

Building KPI Dashboards with AI

Define the right KPIs for your business model, design dashboard structure, formulate metric definitions, create anomaly detection prompts.

40 min

Financial Risk Analysis with AI

Scenario stress-testing, Monte Carlo simulation descriptions, counterparty risk assessment, geopolitical risk frameworks.

50 min