Claude in Excel for Finance

Claude AI, Excel, Finance Workflows, Financial Modeling, Forecasting, Budgeting, FP&A, Sensitivity Analysis, Monte Carlo

What you’ll learn
✓ Build financial models in Excel with Claude using a structured workflow that is faster, auditable, and easier to defend.
✓ Create, compare, and validate sales forecasts using holdout testing, error metrics, and evidence-based model selection.
✓ Analyze financial statements with Claude, interpret key ratios, and translate the numbers into clear business insights.
✓ Evaluate investment projects in Excel with Claude, including sensitivity analysis, scenario thinking, and Monte Carlo support.
✓ Build an integrated master budget in Excel, including sales, cash, income statement, and budgeted balance sheet.
✓ Build an integrated master budget in Excel, including sales, cash, income statement, and budgeted balance sheet.
✓ Review AI-generated models for assumptions, timing logic, consistency, and financial risks before presenting them.
✓ Adapt proven reference models and reusable prompts to build financial workflows more efficiently and with less guesswork.

Requirements
● Basic Excel skills are recommended, including formulas, cell references, and navigating worksheets.
● A Claude Pro subscription is strongly recommended if you want to fully replicate the workflows shown in the course.
● If you do not have Claude Pro, you can still learn a great deal from the videos, prompts, slide decks, and course structure.
● No programming background is required, but some familiarity with finance or Excel-based analysis will be helpful.
● A computer with Excel access is recommended, since this is a hands-on course built around practical financial work.

Description
AI already has huge potential in business and finance, but real usage is still far behind. That gap creates an opportunity for professionals who learn to use these tools well, before that becomes standard. The problem is that AI can produce work that looks polished very quickly, and when something looks professional, people tend to question it less. That is exactly why this course is not about flashy prompts. It is about using Claude in Excel for finance with speed, yes, but also with structure, rigor, and judgment.

My name is Carlos Martínez. I hold a PhD in Management from the University of St. Gallen in Switzerland, I have written 25 teaching cases, including some in Harvard and University of Michigan case libraries, and I have spent more than five years building finance and analytics courses on Udemy. I designed this course so you do not just generate output. I want you to understand the financial logic, ask better questions, and know how to validate what Claude gives you.

Inside the course, we work through a practical progression. We start with portfolio optimization, then move into financial statement analysis, dashboards, and executive summaries. After that, we go into capital budgeting and investment analysis, including sensitivity analysis and Monte Carlo support. And we close with one of the most valuable areas in real financial work: financial planning, the master budget, and projected financial statements.

You will not only get video lessons. You will also get downloadable Excel files, PDFs of the presentations, reusable prompts, assignments with suggested solutions, access to the Q&A forum, and AI-powered roleplays so you can practice defending your models, assumptions, and conclusions in realistic business conversations.

If you want to work faster without sacrificing quality, and you want a practical framework for using Claude in Excel for real financial work, this course is for you. Take a look at the free lessons, review the details, and if the approach makes sense to you, I would be glad to have you inside the course.

Who this course is for
■ Finance professionals, analysts, and Excel users who already have basic to intermediate finance knowledge.
■ Learners who want to use Claude in Excel to build, review, and accelerate real financial models.
■ FP&A professionals, finance students, consultants, and business users who want practical AI workflows.
■ Professionals who want to work faster without sacrificing validation, auditability, and financial judgment.
■ Best suited for learners who want practical application, not a theory-first introduction to finance.
■ This course is built for end users applying Claude in Excel in real work, not primarily for instructor reuse or curriculum design.

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