Fabian Figueroa
986 posts
Fabian Figueroa retweetledi
𝐅𝐢𝐧𝐚𝐧𝐜𝐞 𝐚𝐧𝐚𝐥𝐲𝐬𝐭𝐬 𝐞𝐚𝐫𝐧 $95𝐊–$250𝐊 𝐚 𝐲𝐞𝐚𝐫.
The ones using Claude often finish high-value work 3x faster.
Claude AI for Finance Professionals** includes **120+ institutional-grade prompts** built for:
• Equity research
• DCF modeling
• Fixed income analysis
• Portfolio strategy
• Earnings breakdowns
• Investment banking workflows
**Bonus:** ready-to-use Excel models included.
𝐍𝐨𝐫𝐦𝐚𝐥𝐥𝐲 $189 — 𝐟𝐫𝐞𝐞 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐧𝐞𝐱𝐭 48 𝐡𝐨𝐮𝐫𝐬 𝐨𝐧𝐥𝐲.
To get access:
1. → Like this post
2. → Comment “ Ebook ”
3. → Follow me @Tech_Marsha (I’ll send it via DM.)
**𝐅𝐨𝐥𝐥𝐨𝐰 𝐦𝐞 𝐬𝐨 𝐈 𝐜𝐚𝐧 𝐃𝐌 𝐲𝐨𝐮 𝐭𝐡𝐞 𝐚𝐜𝐜𝐞𝐬𝐬.**
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Fabian Figueroa retweetledi
I will send the ebook for free to learn in the comment column stay tuned.
Tips Excel@gudanglifehack
If you’d like the Microsoft Excel Formulas & Functions ebook, please retweet, like, and comment “Excel.”
English
Every major AI breakthrough has one thing in common: Python.
I just released the AI & Tech Q2 Roadmap — your shortcut to leveling up fast.
Inside you’ll get: → Must-know Python tools
→ Latest ML frameworks
→ Smarter ways to build models
🎁 Free today (normally $79)
Want access?
• Like & RT
• Comment “DM”
• Follow @Aiwithamirr1
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Google Gemini is the smartest AI right now.
But 90% of people prompt it like ChatGPT.
That's why I made the Gemini Mastery Guide:
→ How Gemini thinks differently
→ Prompts built for Gemini
→ 2000+ AI Prompts
Comment "Gemini" and I'll DM it free.
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The Claude Bundle (master Claude in 1 hour)
👉 Comment "CLAUDE" and I'll send them both for free
I am planning to limit this to only the first 100 comments
so don't wait
Most finance teams using Claude are getting maybe 10% of what it can do
They open it, type a basic prompt, get a generic answer
and conclude Claude is just another chatbot
That's the wrong way to use it
Here's what's inside the Claude Bundle:
📘 Claude Finance Playbook
1. Build full financial models directly in Excel
→ Install the Claude add-in, describe your outcome in plain English, and let Claude generate structure, formulas, and charts
2. Create models using only your voice
→ Open Claude on your phone, use Voice Mode, state your context and assumptions, download the Excel file
3. Generate interactive scenario dashboards
→ Adjust growth, churn, and pricing in real time during meetings
→ Answer "what-if" questions without rebuilding slides every time
📋 100 Claude Tips (cheat sheet)
→ 25 Claude in Excel tips
→ 25 Claude Cowork tips for batch automation and file management
→ 25 Dashboard tips for board-ready P&Ls and KPI scorecards
→ 25 best practices including CSI+FBI prompting and extended thinking
One rule I always repeat:
Claude gets you to 80–90% in minutes
Your finance judgment gets it to 100%
Always review formulas, stress-test assumptions, and verify chart ranges before you share anything with management
👉 Comment "CLAUDE" to get both resources
Bonus: you also get a free seat to my AI Finance Masterclass
(copies are limited)
🔁 Repost if your finance team is still figuring out Claude on their own
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12 months ago, this wasn't possible.
Look at it now.
A CFO can drop a P&L into Claude and get a variance commentary back written in the tone of their last board pack.
A controller can paste a 40-page lease contract and have the IFRS 16 treatment drafted before lunch.
An FP&A lead can describe a scenario in plain English and watch a three-statement model take shape in minutes.
This is happening in finance teams right now.
Here are 30 prompts CFOs are already using with Claude 👇
—
But here's what nobody tells you:
The output is only as good as what you put in.
Claude needs three things to actually help a finance leader:
1️⃣ Context
Your business model. Your KPIs. Your reporting structure.
The more Claude knows about how you operate, the sharper the output.
2️⃣ Clean inputs
Real data. Real numbers. Real documents.
Drop in the actual P&L, the actual contract, the actual board deck — not a summary.
3️⃣ Specific prompts
"Make me a forecast" gets you nothing.
"Build a 13-week cash flow forecast based on this AR aging and AP schedule, flag weeks where cash dips below $500K" — that gets you a tool you can actually use.
—
And security.
The enterprise version of Claude doesn't train on your data.
Your financials stay yours.
This is the part most CFOs are still hesitant about —
and the part that's already been solved.
My question is:
If this is what's possible today what does the CFO role look like 12 months from now?
Save the 30 prompts. Test a few this week.
If you want these prompts, just drop a comment and I’ll send it to you.
(Important: follow me so I can DM you!)
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How to Edit with Copilot in Excel
Your guidebook to AI-powered Excel
👉 Comment "COPILOT" & I will send your copy for free
English
Top 3 presentation resources used by top 1% finance teams in 2026
👉 Comment "Slides" and I will send your copy
I am planning to limit the launch to only the first 100 comments
so make sure to be quick!
This is a 3-resource bundle I built for finance professionals
who are tired of spending 6 hours on slides that get skimmed in 5 minutes
This bundle can save you 5+ hours every single week
and it is worth $1,000+ in saved time
Most finance teams are stuck in "Slide Mechanic" mode
Formatting cells, fixing alignments, preparing decks nobody reads
Meanwhile the best finance teams I train
are building board-ready presentations in 30 minutes
How? They follow a simple 4-step process:
Step 1: Generate your story structure using an LLM
Use the "three whats" storytelling framework:
What happened → What it means → What should we do
Step 2: Create your slides with Copilot in PowerPoint Online
Paste your outline, and Copilot builds the deck in 5 to 10 minutes
Step 3: Refine and verify
Trim the content, verify every number against source files, apply your corporate theme
Step 4: Practice your delivery with Rehearsal Coach
AI tracks your pace, tone, filler words, and body language
The result? You save 5.5 hours per presentation
and you spend that time on scenario modeling, preparing for Q&A, and delivering insights
Inside this bundle, you will find:
#1 90% Faster Finance Slides (the full 4-step playbook)
#2 100 Ways to Visualize Data (every chart type a finance pro needs to know)
#3 100 PowerPoint Tips (shortcuts, design tips, animations, advanced techniques)
I've seen FP&A managers spend entire Fridays building slide decks
that a CFO flips through in 2 minutes
This bundle turns you from the person who builds the slides
into the person who tells the story behind the numbers
👉 Comment "Slides" if you want to receive the link to download this bundle and your free seat for my upcoming AI masterclass
♻️ Repost to help a colleague who is still spending 6 hours on a board deck
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💰 60% of CFOs admit that budgets quickly become outdated and don’t reflect real business needs.
⏳ And yet, budgeting is one of the most critical processes for financial success.
𝗦𝗼, 𝗵𝗼𝘄 𝗱𝗼 𝘄𝗲 𝗺𝗮𝗸𝗲 𝗶𝘁 𝘀𝗶𝗺𝗽𝗹𝗲 𝗮𝗻𝗱 𝗲𝗳𝗳𝗲𝗰𝘁𝗶𝘃𝗲?
Here’s my step-by-step approach:
1️⃣ Export your YTD trial balance from your accounting system (e.g., August) to use as a starting point.
2️⃣ Group accounts to match your P&L structure and ensure consistency.
3️⃣ Make a forecast for the current year, as this will serve as the baseline for next year’s budget.
4️⃣ Define budgeting assumptions – use growth rates, percentages of revenue, and historical trends.
5️⃣ Apply assumption values to generate budgets for each GL account.
6️⃣ Import your P&L template and structure the data for easy reporting.
7️⃣ Use SUMIF to consolidate budgeting data at the P&L level.
8️⃣ Conduct ratio analysis & create visuals to assess budget quality and ensure clarity in reporting.
🎯 Budgeting doesn’t have to be complicated. Keep it structured, automate where possible, and focus on what really drives the business forward.
💡 How do you simplify your budgeting process and make it flexible? 👇
𝗪𝗮𝗻𝘁 𝘁𝗵𝗶𝘀 𝗘𝗫𝗖𝗘𝗟? Just drop a comment and I’ll send it to you.
(Important: follow me so I can DM you!)
English
11,300,000 people use Claude every day.
But almost nobody shows you how to use it for finance.
If you work in finance, you need to have my Claude Collection.
👉 Comment "CLAUDE" and I'll send you my Ultimate Claude Collection
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Fabian Figueroa retweetledi
All Paid Courses (Free for First 2000 People)
𝗣𝗮𝗶𝗱 𝗖𝗼𝘂𝗿𝘀𝗲 𝗙𝗥𝗘𝗘 (COMPLETE LIST)
1. Agile
2. AI for Business Analysts
3. BA Interview Preparation
4. BA Resume
5. BA Technical
6. Big Data
7. Data Analytics
8. Data Dictionary
9. Data Visualization
10. Data
11. Day to Day Business Analysis
12. Domain Documents
13. Glossary
14. IIBA Certifications
15. Microsoft Excel
16. PMP Certification
17. Process Mapping
18. Product Management
19. Product Owner
20. Project Management
21. Quality Assurance
22. Requirement Documents
23. Requirement Modelling
24. Requirements
25. Scrum Master
26. SQL
27. SQL-Tableau-Power BI
28. Test Case Document
29. UI/UX Designing
(72 Hours only)
To get:
1. Follow me to get DM
2. Like + RT
3. Reply "Active"
4. Turn on notifications 🔔
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Your prompts are the reason your outputs are average
I created the Top Prompts Collection to help you fix that
Comment "Prompt" and I'll send the prompts I use
English
Claude Sonnet 4.6 is the smartest Al right now.
But 90% of people prompt it like ChatGPT.
That's why I made the Claude Mastery Guide:
→ How Claude thinks differently
→ Prompts built for Claude
→ 2000+ Al Prompts
Comment " Claude " and I'll DM it free.
English
Fabian Figueroa retweetledi
Competitive Programming in Python book for FREE!
Improve your programming skills with these 128 algorithms.
To get your copy, do the following.
- Like and Repost
- Comment "Python Space"
- Follow me so that I can DM you.
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