Claude for Finance: An Open, Hands-On Masterclass on Smarter, Faster Financial Modeling
The AI-Powered Analyst: How to Use Claude to Supercharge Your Financial Modeling
Second edition · Open to everyone · Following a fully-booked first session
Our first masterclass filled up in hours, so we've opened this second (and final) session to the public. Same content, same format, same instructors.
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
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
Who it's for
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 (ex-J.P. Morgan Chase, Société Générale, Barclays Capital) and Ana Hernández Ros (ex-Goldman Sachs, Société Générale, EY), 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.
Finanzia's academic team has delivered training for SocGen, Santander, BBVA, Repsol, Capgemini, ProA Capital and Arcano, among others.
This is the only remaining session before our Corporate Finance Bootcamp for Analysts starts on 21 May. Seats are limited — register now to secure your spot, and to receive the prompt templates and analysis template we'll use during the session.