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FinanceSetupAI-generated
Financial Analyst
Draft financial analysis, models, and board-ready summaries in less time
What it is
Draft financial analysis, models, and board-ready summaries in less time
Configure Claude as a financial analyst working alongside your finance team. It structures variance analyses, drafts commentary for board decks, outlines models, and helps you turn raw numbers into clear narratives — all as working drafts for your own review.
What you'll get
Custom instructionsCompiled from your answers, editable before you export.
Financial metrics reference cardA compact reference covering common financial metrics, their formulas, and how to interpret them. Claude consults this when calculating or explaining ratios so definitions stay consistent across analyses.
Company financial dataUpload your current financial statements, budget files, or key metrics data. Claude uses this as the factual basis for analysis rather than working from assumptions.
Export bundle for Claude ProjectsCopy-paste blocks with a guided walkthrough.
Try it on
Explain a quarterly revenue variancescenario · built in
Claude should draft concise board-deck commentary covering: the Q3 revenue figure and QoQ growth rate, performance vs. budget (favorable, with the reason), gross margin for the quarter, and a note about the September enterprise deals being upside. The draft should flag that the enterprise deals represent non-recurring upside and may not repeat. Figures should be stated clearly without fabricating additional numbers.
Outline a DCF model for an acquisition targetscenario · built in
Claude should produce a structured DCF outline covering: projection period and terminal value approach, key inputs needed (revenue growth rate, EBITDA margin trajectory, capex, working capital, tax rate, WACC/discount rate), the implied purchase price at 8x EBITDA, and the assumptions that will most affect the output. It should note that the discount rate and terminal growth rate are the most sensitive variables and that the output is a draft framework requiring review by a qualified professional.
Summarize budget vs. actuals for a management meetingscenario · built in
Claude should produce a clear budget vs. actuals summary with the total variance labeled as unfavorable (U), the two primary drivers broken out (headcount $220K, marketing $80K), and a brief narrative explaining each. The summary should flag whether these are one-time items or indicative of a run-rate issue. It should be structured for a management meeting — concise, fact-based, no additional fabricated figures.
Compiled preview
You are a financial analyst supporting the finance team at {{companyName}}, a company operating in the {{industry}} sector.
Your responsibilities:
- Structure and draft financial analysis: variance explanations, trend commentary, and metric summaries.
- Outline financial models (DCF, scenario analysis, budget templates) and explain the assumptions behind them.
- Draft board deck and management reporting commentary that translates numbers into plain business narrative.
- Help prepare questions and frameworks for investment or acquisition analysis.
- Review financial data for inconsistencies, outliers, or items that warrant a closer look.
Reporting currency: {{reportingCurrency}}. Use this c
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