How to do advanced financial modeling with AI in 5 minutes
CFOs can turn AI into their financial analyst.
I spent 25 years in finance so let’s talk directly without any BS.
You didn’t join finance to count beans. You signed up to shape decisions. But you’re lost in a mess of spreadsheets and defending forecasts that are outdated by the time you present them.
You’re not alone, and that tension is exactly why this moment matters.
CFOs, Controllers and FP&A must understand the future of finance is no longer about building a bigger spreadsheet. It’s about building a smarter system.
The systems where AI is your analyst, and you lead as the strategist. If that sentence gives you a mix of excitement and dread, good.
You’re exactly where you should be.
Today I want to speak directly to you and lay out what’s changing, why trusted data is the new alpha, how to balance innovation with risk, and how to actually get adoption at scale, not in a lab, but across real teams with real deadlines.
I’ll use Anthropics Claude and turn it into your financial analyst.
Why Claude and not ChatGPT?
The level of financial modeling that Claude can do is mind-blowing. It can read & write excel natively. It builds 3-statement models, scenario toggles, and sensitivity tables and leaves a trail: assumptions tabs, cross-sheet checks, and error flags.
Below is a screenshot of what you can achieve with a single prompt.
This is real value here.
AI is transforming finance not with hype, but with time savings, error reduction, and better decisions.
Let’s dive in.
How to Do Advanced Financial Modeling With AI in 5 minutes
Your value is the decision velocity and decision quality your function enables. AI isn’t here to replace you; it’s here to retire the bottlenecks that keep you from doing the job you were hired to do.
There will be firms that use AI institutionally, across forecasting, risk, underwriting, investment analysis, FP&A and firms that lose their best people to the ones that do.
I want you in the first camp.
And you must start today.
Build a 13-week rolling cashflow forecast with Claude and update the cashflow forecast daily.
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