Use Claude Inside Excel to Automate FP&A, Save 10+ Hours a Week
Stop spending half your week on data prep, reformatting, and reconciliation. Use Claude inside Excel to automate the work that eats your time, and free yourself to do the analysis that actually informs decisions. This 4-week cohort course gives finance professionals a complete AI-enhanced FP&A workflow: automate data cleaning and PDF extraction, build revenue forecasts and three-statement models, run sensitivity analyses and DCF valuations, and produce executive-ready dashboards with auto-generated variance commentary. You leave with a working three-statement model, an executive dashboard, and a 20+ prompt library you can use Monday morning.
Your first 60 minutes with Claude in Excel will save more time than the next 60 days of manual work.
This 4-week live cohort gives finance professionals a complete AI-enhanced FP&A workflow inside Excel - using plain-English prompts (no VBA, no Power Query, no coding) to automate data cleaning and PDF extraction, build revenue forecasts and three-statement models, run sensitivity and DCF analysis, and produce executive dashboards with auto-generated commentary.
Every technique is applied to real or realistic finance datasets. You leave with a working three-statement model, an executive dashboard, and a 20+ validated prompt library - built to use the Monday after the course ends.
Director, FP&A Professionals Institute
Director of the FP&A Professionals Institute with deep experience teaching finance professionals how to use AI for real FP&A work - forecasting, three-statement modelling, valuation, and executive reporting. Brings a practitioner's lens and a library of FPI-tested case studies and datasets to every session.
FP&A Professionals Running monthly cycles — forecasts, variance reviews, board materials - who want to cut data-prep time and spend more on analysis
Financial Analysts & Managers Working in Excel daily and presenting to leadership, looking to scale output without sacrificing accuracy
Corporate Finance & Strategy Teams Building models, valuations, and decision memos who want to operate faster without losing rigor
Controllers & Finance Leaders Overseeing teams who need to define an AI workflow that produces defensible, audit-ready output
4 weeks, 8 live sessions (90 min each, 2 per week)
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