Claude for Finance 3 Days Free Course

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⊕ What's Inside the Free Course

Day 1 — Build a P&L Consolidation Tool A live, interactive Claude Artifact that consolidates entities, toggles regions, and highlights variances in red and green. Shareable as a link. No spreadsheet, no IT ticket, no developer.

You'll learn: How to brief Claude using the PRICE framework — the same one I teach in my paid cohorts.

Day 2 — Run Variance Analysis Inside Excel A complete monthly variance table — formulas, conditional formatting, written commentary, and an executive summary — built by Claude in the workbook your team already lives in.

You'll learn: The "Confirm" step that stops Claude from reversing your variance signs in front of the CEO.

Day 3 — Generate a Board-Ready Slide From a Paragraph You feed Claude one paragraph of analysis. Claude returns the headline, the chart, the bullet points, the "what this means" line, and the speaker notes. Ready to present in 90 seconds.

You'll learn: The "Extend" step that turns AI output into a deliverable your CFO would actually use.