Financial Modeling with Claude as a CFO

*Adapted from Wouter Born — [linkedin.com/in/wouterborn](https://www.linkedin.com/in/wouterborn)* A step-by-step workflow for finance leaders to go from planning model to board-ready dashboard in 20 minutes using Claude. Replace your 3-5 day monthly FP&A cycle with a repeatable AI-powered process. ---

Modules

  1. Set Up Your Claude Project — Create a persistent, reusable workspace that gets smarter every month.
  2. Upload Your Source Materials — Give Claude everything it needs to understand your numbers in context.
  3. Run the Monthly Rollover — Let Claude inspect, map, and advance your model — in minutes.
  4. Apply Management Changes — Translate real-world decisions into model updates using plain English.
  5. Build the Board Dashboard — Go from updated model to presentation-ready output automatically.
  6. Deliver the Board Narrative — Turn numbers into a planning story, not a chart dump.
  7. Set Up Your Claude Project — Create a persistent, reusable workspace that gets smarter every month.
  8. Upload Your Source Materials — Give Claude everything it needs to understand your numbers in context.
  9. Run the Monthly Rollover — Let Claude inspect, map, and advance your model — in minutes.
  10. Apply Management Changes — Translate real-world decisions into model updates using plain English.
  11. Build the Board Dashboard — Go from updated model to presentation-ready output automatically.
  12. Deliver the Board Narrative — Turn numbers into a planning story, not a chart dump.