Udemy - Claude For Finance - Analyze, Automate And Model Faster

Claude For Finance: Analyze, Automate And Model Faster

https://WebToolTip.com

MP4 | Video: h264, 1920x1080 | Audio: AAC, 44.1 KHz
Language: English | Size: 3.58 GB | Duration: 4h 33m

Use Claude to analyse financial data, automate the close and reporting, and build decision models you can defend.

What you'll learn
Classify any finance task as assistant-, Skill- or agent-suited, and know which to reach for
Write analytical prompts with a named source of truth and an output schema that makes results comparable month to month
Catch fabricated figures and silent arithmetic errors before they reach a report
Assemble a grounded Claude Project from filings, a chart of accounts and a definitions file
Produce variance packs and board narratives where every number traces to its source
Package a recurring finance routine as a reusable Agent Skill your colleagues can run
Build driver-based forecasts and measure them with MAPE and bias
Build a DCF with an assumption log that survives challenge from a board
Specify guardrails, approval gates and audit trails for agentic finance workflows
Answer the five questions internal audit will actually ask you

Requirements
No AI background and no coding required
Working familiarity with a P&L, a budget and a spreadsheet
A free Claude account is enough for most of the course
Sections 5-6 reference Claude for Excel (paid Claude plan + Microsoft 365 desktop) - a chat-window fallback is given throughout