I Ran A Claude Cowork Month-End Close (Here’s the Full Workflow)
Finance pros: here’s what a full month-end close looks like in Claude Cowork, from raw GL data to CFO deck in a single session.
Financial analysis and modeling aren’t just technical skills, they’re how you turn raw numbers into smart decisions. In these articles, I break down how to build financial models that actually hold up in the real world and how to analyze them so you can tell a story that drives action.
Whether you’re working on Excel financial models, forecasting, budgeting, or valuation models, these articles deliver practical guidance on creating frameworks that are accurate, flexible, and ready for scrutiny. From stress-testing your assumptions to building growth forecasts that don’t fall apart under pressure, I show you how to structure models and analysis that support smarter business decisions.
But we go beyond spreadsheets. You’ll find strategies for streamlining financial workflows, avoiding common analysis pitfalls, and building reports that impress in the boardroom. Whether you’re a seasoned analyst or just stepping into the world of financial analysis and modeling, this is where you’ll sharpen your skills, save time, and build confidence.
Finance pros: here’s what a full month-end close looks like in Claude Cowork, from raw GL data to CFO deck in a single session.
Step-by-step walkthrough of using Claude Code to build a fully formatted Power BI dashboard.
I’ll walk you step-by-step through building AI dashboards including the best tools, prompting, design, refining, and guardrails.
Discover 5 easy methods to automate your data analysis, gain valuable insights, and enhance decision-making.
I’ll walk you through exactly how to automate a month-end report from start to finish with tools you already have on your computer.
These financial analysis hacks are practical tactics, real examples, and step-by-step walkthroughs you can steal and implement today.
Whether you’re trying to automate boring reports, make smarter decisions, or just sound slightly more intelligent when someone mentions neural networks in a meeting, this guide will break down AI Data Science.
Think of the FLOW Framework as your roadmap towards work-life balance in finance. The finance industry thrives on cycles, and instead of pretending it doesn’t, the FLOW Framework helps you lean into them. It’s not about chasing some pie-in-the-sky idea of “balance.”
A waterfall forecast breaks down the cumulative effect of increases and decreases, whether we’re talking about revenue, expenses, or any key metric in your financial kingdom. It’s your go-to tool when you need to analyze what’s driving changes in performance. Was it a spike in operating costs? An unexpected boost in sales? This chart lays it all out, step by step, making complex shifts easy to see and even easier to explain.
As the ultimate finance nerd, let me help you find the best gifts for a finance guy. Every one of these has completely changed my life.
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