Boost Financial Analysis with Claude in Excel

Financial analysis often begins in Excel but does not end there.

Finance professionals must interpret results, explain trends, communicate insights, and support decisions based on the data.

These steps often require more time than building the model itself. As expectations for speed and clarity increase, professionals are exploring how artificial intelligence tools can support these workflows.

This course introduces finance and accounting professionals to the practical use of Claude alongside Excel to enhance financial analysis in 2026.

The session begins with a practical overview of how Claude works and how it can be used in conjunction with Excel-based workflows. Participants will gain a foundational understanding of where Claude can add value, where it can save time, and where human validation remains critical. The focus is not on replacing Excel, but on enhancing how professionals work with the outputs Excel produces.

Next, the course explores how Claude can support financial data interpretation. After building models or generating reports in Excel, finance professionals often need to explain results, identify trends, and summarize key findings. Claude can assist by organizing analysis, highlighting key observations, and helping draft structured explanations of financial performance.

Participants will also explore how Claude can assist with variance analysis. Finance teams frequently need to explain differences between budget and actual results, identify key drivers, and communicate those findings clearly. Claude can help structure variance explanations, organize key drivers, and support more consistent and efficient reporting narratives.

The session also covers how Claude can support financial reporting and presentation workflows. Finance professionals often prepare management reports, board summaries, and internal presentations based on Excel outputs. Claude can assist in drafting commentary, summarizing results, and organizing insights into clear, business-friendly language.

Another area covered is formula and logic support. While Claude is not a replacement for Excel expertise, it can help explain formulas, suggest logic structures, and assist professionals in thinking through calculations or modeling approaches more clearly.

Participants will also review how Claude can support scenario analysis and planning. Finance professionals often need to evaluate different outcomes, stress-test assumptions, and explain potential impacts. Claude can help structure scenario narratives and support clearer thinking around financial implications.

The course also addresses risks and limitations. Claude does not validate data accuracy, and it does not replace financial review. Participants will learn how to critically evaluate AI-generated outputs, ensure alignment with underlying Excel data, and maintain control over final analysis and reporting.

• Introduction to Claude for financial analysis
• Using Claude alongside Excel workflows
• Interpreting financial data and analysis outputs
• Supporting variance analysis and financial explanations
• Drafting management and board-level commentary
• Organizing financial insights for reporting
• Assisting with Excel formulas and logic understanding
• Supporting scenario analysis and planning
• Risks and limitations of AI in financial analysis

• CPAs
• Accountants
• Controllers
• CFOs and finance leaders
• Finance managers
• Financial analysts
• Internal auditors
• Accounting managers
• FP&A professionals
• Advisory and consulting professionals
• Risk and compliance professionals
• Business strategists

Justin brings over 20 years of wide-ranging experience in compliance, training, and regulation in the financial services sector. Most recently, he served as Head of Compliance Training at Bank of China, where he led the compliance training function and created and monitored the annual training plan through a thorough training needs analysis. Previously, he served as Macquarie Group’s Head of Americas Compliance Training and J.P. Morgan Chase’s compliance training manager. He also worked for FINRA, a US regulator, where he created Examiner University to train examiners on how to perform their function.