Financial Modeling & Budget Analysis
Learn to read financial data, build budgets, run scenarios, and create leadership-ready summaries — all with AI as your co-analyst. One module, seven lessons, real financial skills.
Who This Course Is For
Founders & Operators
You manage budgets but aren't a finance expert. Learn to build models that actually inform decisions.
Analysts & Strategists
Speed up your financial analysis workflow. Use AI to stress-test assumptions and catch errors faster.
Anyone Who Touches Numbers
No finance degree required. If you've ever stared at a P&L wondering what it means, this is for you.
What You'll Learn
Module 1: Financial Analysis & Planning — From raw data to investor-ready output.
- Read financial statements — Understand revenue vs. profit, margins, and cash flow without an accounting background
- Build a 12-month budget — Create projections using top-down and bottom-up approaches
- Run scenario analysis — Model best-case, worst-case, and realistic outcomes with sensitivity tables
- Stress-test assumptions — Identify which variables matter most and where your model breaks
- Perform variance analysis — Compare planned vs. actual performance and explain the gaps
- Create financial summaries — Build investor-ready and leadership-ready reports from your analysis
How It Works
Download the Course Materials
Get the course folder. It contains financial data sets, templates, and lesson guides for every exercise.
Open Your AI Tool
Launch Claude Desktop (Cowork mode), ChatGPT, or your preferred AI assistant. Point it at the course folder.
Work Through the Lessons
Start with lesson 1.1 and work through sequentially. Each lesson builds on the previous one, taking you from raw financial data to polished deliverables.
Build Real Outputs
By the end, you'll have a complete budget model, scenario analysis, variance report, and executive summary — all built from realistic financial data.
Prerequisites
This course works with any AI tool that can read files — Claude Desktop (Pro/Max), ChatGPT, or similar. No spreadsheet software required for the lessons, though you can export your work to Excel.
- An AI assistant that can read and analyze files
- The course materials (provided)
- No prior finance or accounting experience needed