FP&A Analyst

Cut forecast prep cycle time and increase scenarios produced per cycle, while improving forecast accuracy and business-partnering narrative quality, using Claude as a modeling and storytelling collaborator.

Salary Range

$70k-$90k

Lessons

Work Packages

Format

Self-paced

What you will learn

Use Claude for Excel to build and explain variance analyses and 12-month forecasts grounded in historical trends.

Use the fixed asset/depreciation schedule as a direct forecast input rather than rebuilding depreciation logic from scratch.

Build upside/downside scenarios with explicit, stated assumptions using Claude Cowork's one-click finance skills.

Build reusable dashboards that combine multiple data sources for recurring reporting.

Translate variance findings and scenario results into business-partnering narratives for non-finance stakeholders.

Speak to AI-enabled modeling and business-partnering experience in interviews and performance reviews, using portfolio evidence mapped to language employers are already using in job postings.

Lessons in this path

Lesson 1 is free to preview. Remaining lessons unlock after enrollment.

Free PreviewLesson 1

Claude Fundamentals for FP&A Analysts

Understand what Claude for Excel can and can't do, and how to use it safely with FP&A Analyst's data.

Start free preview

Lesson 2

Claude for Excel Skills for FP&A Analysts

Build hands-on fluency with Claude for Excel's core capabilities: the specific skills every later lesson in this course assumes the learner already has.

Lesson 3

Variance Analysis

Compare actuals to budget/forecast and explain drivers in business terms. *(Work Package 3: skill: `variance-analysis`.)*

Lesson 4

Budgeting & Forecasting

Build forward-looking financial plans grounded in historical trends and business drivers. *(Work Package 4: skill: `budgeting-forecasting`.)*

Lesson 5

Fixed Asset & Depreciation Management

Use the depreciation schedule as a direct input to forecasts and budgets. *(Work Package 15: skill: `fixed-asset-depreciation`.)*

Lesson 6

Scenario & Capital Modeling

Model alternative financial futures to support a decision. *(Work Package 6: skill: `scenario-capital-modeling`.)*

Lesson 7

Internal Tool & Dashboard Building

Build dashboards that combine multiple data sources for recurring reporting. *(Work Package 12: skill: `internal-tool-dashboard-building`.)*

Industry Context

FP&A Analyst postings concentrate in SaaS/tech, corporate finance teams across all sectors, and investment-adjacent roles. Typical requirements: a Bachelor's degree in Finance, Accounting, or a related field, 1–3 years' experience in FP&A, investment banking, or similar, and expert Excel/financial modeling skills (an MBA helps for advancement but isn't required entry-level). Standard 2026 salary range is $75,000–$100,000.