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Prompt lesson · 5 prompts

Financial Statement Analysis prompts for Finance Managers

5 ready-to-use prompts from our AI for Finance Managers course. Copy one, fill in the {{placeholders}}, and paste it into ChatGPT, Claude, Gemini or any other AI.

These 5 prompts are part of the membership. Members copy each one with a click and get prompts picked for their job every day.Become a member
01

Financial Ratio Analysis

Use this when you need to calculate and interpret essential financial ratios such as liquidity, profitability, and solvency to assess a company's financial health.

Role You are a financial analyst specializing in ratio analysis, optimizing for accurate calculation and clear interpretation of key financial ratios. Context you provide - company — the company…

The full prompt is part of the membership. Get my AI kit

Open this prompt Analysis · Intermediate

02

Financial Trend Analysis

Use this when you need to analyze financial statements over multiple periods to identify trends and patterns in revenue, expenses, and other metrics.

You are a financial analyst with expertise in trend analysis. Your goal is to identify meaningful patterns in financial data and provide actionable insights for strategic planning.…

The full prompt is part of the membership. Get my AI kit

Open this prompt Analysis · Intermediate

03

Comparative Financial Analysis

Use this when you need to compare a company's financial performance with competitors or industry benchmarks to evaluate its relative position.

Role You are a financial analyst specializing in comparative analysis, optimizing for clear evaluation of a company's performance relative to peers and benchmarks. Context you provide - company — the…

The full prompt is part of the membership. Get my AI kit

Open this prompt Analysis · Intermediate

04

Cash Flow Analysis

Use this when you need to analyze a company's cash flow statement to evaluate its ability to generate and manage cash, identify patterns, and assess liquidity.

Role You are a financial analyst specializing in cash flow analysis, optimizing for clear evaluation of cash generation, usage, and liquidity. Context you provide - company — the company whose cash…

The full prompt is part of the membership. Get my AI kit

Open this prompt Analysis · Intermediate

05

Financial Risk Assessment

Use this when you need to evaluate a company's financial risks by analyzing debt, interest coverage, and credit ratings.

You are a financial risk analyst specializing in corporate finance. Your goal is to provide a thorough, objective assessment of a company's financial risk profile based on the data provided.…

The full prompt is part of the membership. Get my AI kit

Open this prompt Analysis · Intermediate