Excel Financial Model Designer
Build bulletproof Excel financial models with AI formula design and validation
What You Can Do
Design complex, error-free Excel financial models from scratch or validate existing ones. Claude helps you structure multi-sheet models, write efficient formulas, catch common errors, and document your logic so others can maintain your work. You'll ship models faster and with greater confidence in their accuracy.
Features
Create complex Excel formulas for financial calculations (PV, NPV, IRR, waterfall logic)
Identify circular references, type mismatches, broken references, and logic flaws
Auto-generate assumption logs with drivers, values, and sensitivities
Verify P&L ties to balance sheet, check dimensional consistency across sheets
Create reusable blueprints for 3-statement models, forecasts, and budgets
Design data tables and scenario frameworks for what-if modeling
Trace cell references, verify formulas use correct sheets, find dead formulas
Example Output
Input: "Design a 3-year EBITDA waterfall for my SaaS company. Include revenue growth assumptions, COGS as % of revenue, OpEx by department, D&A, and tax at 25%."
Output:
=IF(B2="",0,B3*B$5) // Revenue × Growth Rate with error handling
=B4-C4 // Gross Profit calculation
=SUM(C6:C8)-D6 // EBITDA after OpEx
Plus assumptions table:
| Assumption | Value | Driver | Sensitivity |
|---|---|---|---|
| Revenue Growth | 15% YoY | Market expansion | ±5% impact on EBITDA |
| COGS % | 32% | Unit economics | 1% change = $500K |
Input: "Audit this DCF model. Check for errors, unused formulas, and verify the balance sheet ties."
Output: Audit report: 3 errors found: (1) Circular reference in Line 52 (tax calc references itself), (2) Hard-coded value $1.2M in row 34 should be formula, (3) Sheet reference typo "P&L!B5" should be "PL!B5". Plus 12 unused formulas in hidden columns flagged for cleanup.
What's Included
- SKILL.md: Full Claude skill with formula design workflows, validation checklists, and error-detection decision trees
- Model templates: Starter Excel files for 3-statement models, cash flow projections, LBO models, and budget forecasts
- Audit checklist: Step-by-step process to review any existing model for errors and structural issues
- Assumptions log template: Pre-built format for documenting all driver values, ranges, and sensitivity impacts
- Error dictionary: Common Excel financial modeling pitfalls with prevention strategies
- Formula library: Quick reference for financial functions (NPV, IRR, XIRR, variance analysis, waterfall logic)
Who It's For
- Financial analysts building models for budgets, forecasts, or deal analysis
- CFOs and finance managers auditing third-party models before board review
- Investment bankers and private equity professionals creating DCF and LBO models
- Startup founders modeling financial projections for fundraising pitches
- Excel power users who want AI-assisted validation and documentation
Best For
- Designing multi-sheet financial models from scratch with confidence
- Validating complex formulas and catching errors before stakeholder review
- Documenting model assumptions and creating audit-ready trails
- Building reusable templates for recurring financial analyses
- Troubleshooting broken models with systematic error diagnosis
You might also like
Connect your FreshBooks account to pull real-time financial data—invoices, expenses, revenue—and generate professional financial reports, trend analysis, and actionable insights. Create executive summaries, profitability breakdowns, cash flow forecasts, and custom metrics tailored to your business goals.
by megalithic
Systematically troubleshoot dewatering circuit problems by analyzing solids recovery, moisture content, and filtration performance. Use Claude-assisted process modeling to identify root causes, model alternative configurations, and predict performance improvements. Optimize separation parameters and circuit configurations to increase throughput and product quality while minimizing water loss.
by megalithic
You pull company financials, market data, and deal metrics from Capital IQ, then synthesize them into compelling investment theses. The skill helps you identify competitive advantages, financial trends, and growth catalysts while structuring your analysis using professional frameworks. You'll transform raw data into actionable investment insights with built-in validation and risk assessment.
by megalithic
Create comprehensive financial models from scratch or refine existing ones using Claude to design formulas, validate calculations, and stress-test scenarios. You'll generate sophisticated models including cash flow projections, P&L statements, balance sheets, and valuation analyses—all with properly structured formulas that reference cleanly and scale efficiently. Claude ensures your model logic is sound, catches circular references, and suggests architectural improvements for maintainability.
by megalithic
You get a detailed audit of your ABAP code that identifies performance bottlenecks, security vulnerabilities, and compliance gaps with SAP standards. This skill analyzes database queries, memory management, code structure, and documentation to deliver actionable optimization recommendations that improve maintainability and runtime efficiency.
by megalithic
You can automatically validate journal entries for accounting rules compliance, detect errors before posting to QuickBooks, and generate standardized narratives for audit trails. Process multiple entries in batches, verify account codes and debit/credit balances, and export formatted entries ready for QuickBooks import—all while flagging duplicate or suspicious entries for review.
by megalithic
This skill transforms raw Bloomberg data into actionable investment insights by extracting key metrics, synthesizing multiple data sources, and generating comprehensive analytical reports automatically. You can benchmark companies against peers, analyze earnings trends, assess portfolio risks, and create presentation-ready analyses in minutes. Perfect for analysts who need to turn market data into investment theses quickly.
by megalithic
You'll analyze your leaching circuit performance against industry standards, identify root causes of efficiency losses, and receive actionable optimization recommendations. The skill generates compliant standard operating procedures (SOPs) tailored to your process parameters, troubleshoots performance issues using your operational data, and calculates cost-benefit analysis for proposed improvements. You get a systematic approach to circuit optimization that reduces downtime, improves extraction rates, and minimizes operating costs.
by megalithic