Christian Martinez: AI for Finance

Free Claude for Finance Guide
+ How to become an AI CFO masterclass: lnkd.in/e_jGrEEX

Save hours every week

Claude is becoming one of the most powerful AI tools for finance

If you know how to use it properly, you can:

• Build models faster
• Automate reporting
• Create dashboards in minutes
• Turn data into real insights

Here’s your Claude for Finance curriculum:

How to use Claude in Excel and PowerPoint for Finance and FP&A - Video Guide
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Build AI Powered Dashboards in Claude for FP&A and Finance in less than 10 Minutes
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30 Ways to use Claude for Data Visualization in FP&A and Finance
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Claude Basics to Advance Guide
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Claude for AI CFOs
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Claude 100 Use Cases for Finance
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Claude in Excel and PPT
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Claude Practical Applications in FP&A
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Full PDF Guide on Skills
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Claude Cowork
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How to Create Claude Artifacts for Finance and FP&A
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100 Ways to Use Claude AI for FP&A & Finance Full Guide + Free Prompts
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How to use Claude for Data Cleaning
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Access all resources here: lnkd.in/e868PgBK

Free Masterclass - How to Become an AI CFO

If you want to go beyond theory and actually

- Automate reporting, forecasting, and analysis without writing code
- Save 20–40+ hours per month with AI workflows
- Adopt AI securely and stay ahead of fast-changing tools

👉 Register for the masterclass here: lnkd.in/e_jGrEEX

🔁 Repost if becoming an AI-powered CFO is on your roadmap

4 days ago | [YT] | 11

Christian Martinez: AI for Finance

Sharing this full end-to-end guide I put together for CFOs and FP&A professionals on how to use Claude AI to save up to 10 hours every week on finance work.

I have the video guide here: https://youtu.be/orrlDPD15h0?si=Cw-Yn...

And an interactive mini-app you can explore at your own pace here: claude.ai/public/artifacts/bc2e7df3-7c2e-483e-8dfc…

I recommend starting with the video first!

1 week ago | [YT] | 12

Christian Martinez: AI for Finance

OpenAI released ChatGPT 5.5 Instant



Here is my free video guide with 5 FP&A and Finance practical use cases:


https://www.youtube.com/watch?v=nEJoD...



If you want the Excel file with all prompts, datasets, dashboards, and results included, comment “ChatGPT for Finance” and I can send it!



So, what can Finance and FP&A teams actually do with ChatGPT 5.5?




✅ Revenue variance analysis with automated CFO commentary
✅ Rolling forecasts with Excel-native formulas and dashboards
✅ AI-generated budget commentary for monthly reporting
✅ Headcount and cost scenario modeling
✅ Treasury and cash flow scenario analysis
✅ Executive-ready finance infographics in seconds
✅ Build interactive finance dashboards and mini apps



I also include in the video guide how to use ChatGPT directly inside Excel!



Hope this guide helps more finance and FP&A teams use AI practically!

1 week ago | [YT] | 7

Christian Martinez: AI for Finance

Most finance teams are experimenting with AI.

Very few are actually using it in their daily workflows.

That’s the gap.

Not strategy. Not awareness.
Execution.

So I put together a free 3-day email course: “Claude for Finance.”

No fluff—just practical use cases you can apply immediately:

Day 1: Build a P&L consolidation tool
→ Combine multiple entities, toggle regions, highlight variances
→ No spreadsheets. No IT tickets.

Day 2: Run variance analysis inside Excel
→ Full monthly variance table + commentary + executive summary
→ Built directly in the tool your team already uses

Day 3: Create a board-ready slide in seconds
→ Input: one paragraph
→ Output: headline, chart, insights, and speaker notes

This is the difference between knowing AI exists and actually using it to save hours every week.

If you’re a CFO, Finance Director, or in FP&A—and want to get hands-on fast:

christianmartinezonline.kit.com/claudeforfinance3d…

No technical background needed.

Just practical finance workflows—powered by AI.

2 weeks ago | [YT] | 5

Christian Martinez: AI for Finance

You've seen the Claude posts. You've maybe even tried it. But how can your finance and FP&A team use it?



I condensed 150 AI use cases, 100 prompts, and hours of testing into 5 resources you can use this week. All free. All built for Finance and FP&A.



One of them is Claude in Excel. Watch this to see what can it do:

lnkd.in/emWt7WZT



Another is a complete monthly reporting workflow.



It can generate your variance analysis, write the commentary, and update automatically each month.



Read this newsletter to see which prompts to use and how to set it up, and in step zero I explain how to test the tool and keep your data private.

www.linkedin.com/pulse/claude-everywhere-heres-wha…

1 month ago | [YT] | 8

Christian Martinez: AI for Finance

Big news: Claude can now visualize FP&A and Finance data natively.



Last Friday, Claude dropped a new feature that can change everything for finance teams.



You can now ask Claude to visualize any data or complex problem.



Watch my free video guide to see it in action:

https://www.youtube.com/watch?v=aQK_M...





I tested 30 different ways to use it for FP&A and finance visualization.



And I built a guide around it so you don't have to figure it out yourself.




You can get the Excel version with datasets and prompts.



Comment Claude for Data and I can send it to you



It includes prompts and data for:



✅ Budget vs Actual vs Forecast grouped bar charts (with variance labels)
✅Department budget heat maps — red/green by month
✅Dual-axis line charts with shaded gap areas
✅Waterfall charts (the hard ones — done in seconds)
✅13-week rolling forecast with cash threshold bands
✅Full CFO-ready dashboards from a raw Excel upload
✅Month-end close process as a flowchart
✅CapEx flow diagrams (IFRS + US GAAP)
✅Side-by-side decision comparisons with pros, cons & risks
✅Revenue recognition under IFRS 15 & ASC 606



Also created an interactive app with all the prompts:



lnkd.in/e4Vcaa_i



Hope this is useful!



Save it or repost it so more finance and FP&A teams know the latest powerful feature of AI for Finance!

2 months ago | [YT] | 3

Christian Martinez: AI for Finance

I built 100 finance and FP&A practical use cases for Claude AI so you don't have to figure it out from scratch.



https://www.youtube.com/watch?v=NVHzr...



Why watching this?



Because Claude can do incredible things for finance and FP&A.

But most finance professionals don't know where to start.



I also built an interactive mini app with all 100 use cases so you can explore and copy every prompt yourself.



claude.ai/public/artifacts/82a33f28-d139-40cd-b006…

2 months ago | [YT] | 16

Christian Martinez: AI for Finance

OpenAI released ChatGPT-o3 mini: the newest, most cost-efficient model in their reasoning series, and is available for FREE users as well.

I created this guide to show you what it means for FP&A and #finance Teams.

And also a Youtube video of me showcasing the model's capabilities for our industry: lnkd.in/eJnAN6RH

Think of ChatGPT- o3 Mini like your AI-powered financial analyst!

It’s fast, precise, and built for complex reasoning, making it perfect for finance pros who need data-driven insights on demand.

Some key Capabilities for Finance & FP&A:

✅ Advanced financial forecasting & revenue analysis 📈
✅ Automated Python scripts for financial modeling 🐍
✅ Monte Carlo simulations & risk assessment 🔢
✅ Cash flow optimization & working capital strategies 💵
✅ Building interactive dashboards & data visualizations 📊
✅ Excel + Python automation for better efficiency 📑

Hope this helps and tell me in the comments how are you planning to use this model and if you have questions!

1 year ago | [YT] | 2