Claude for Finance: A Hands-On Open Masterclass on Smarter, Faster Financial Modeling

​The AI-Powered Analyst: How to Use Claude to Supercharge Your Financial Modeling

​​AI is no longer a "nice-to-have" for finance professionals, it's quickly becoming the dividing line between analysts who ship work in hours and those who still spend days on the same task. In this free 50-minute masterclass, we'll show you exactly how to put Claude to work on one of the tasks that fills an analyst's week: building a financial analysis from scratch out of a company's annual report.

​​This is not a generic "intro to AI" session. It's a hands-on live demo designed for people who already understand financial modeling and want to see, step by step, where Claude actually adds value — and where it doesn't.

​​What you'll see, live

​​We'll take a listed company's annual report and, in front of you, walk through how to use Claude to:

• ​​Extract the income statement, balance sheet and cash flow into a structured financial model

• ​​Populate Finanzia's own analysis template, with the ratios and metrics that matter for any first look at a company

• ​​Spot non-recurring items, accounting reclassifications and the things management would rather you didn't notice

• ​​Produce a one-page investment-committee-style memo, ready to share

​​Along the way, we'll share the prompts that work, the mistakes that produce noise, and — most importantly — where the human analyst is still irreplaceable.

​​Session format

​​50 minutes total, live online via Zoom:

• ​​5 min · Welcome and what to expect

• ​​30 min · Live demo: from annual report to financial analysis with Claude

• ​​10 min · Q&A

• ​​5 min · Wrap-up and next steps

​​Analysts, associates, undergraduates, MBA and master's students, and finance professionals preparing for or already working in investment banking, private equity, corporate development or corporate finance. Some prior exposure to financial modeling in Excel is recommended to get the most out of the session.

​​About the instructors

​​Hosted by Ana Gay-Puente and Ana Hernández-Ros, both with experience at J.P. Morgan Chase and Goldman Sachs, and founders of Finanzia, a Madrid-based corporate finance training firm specializing in intensive bootcamps and live training for candidates pursuing careers in investment banking and corporate finance.

​​Seats are limited. Register now to secure your spot, and to receive the prompt templates and analysis template we'll use during the session.