Prompt lesson · 17 prompts
Financial Modeling prompts for Teaching Assistants
17 ready-to-use prompts from our AI for Teaching Assistants course. Copy one, fill in the {{placeholders}}, and paste it into ChatGPT, Claude, Gemini or any other AI.
Cash Flow Analysis Model
Use this when you need to build a cash flow model to understand and manage a company's liquidity.
Open this prompt Analysis · Intermediate
Create a Budget and Forecast Model
Use this when you need to build a financial model for budgeting and forecasting to plan a company's financial activities for the upcoming period.
Open this prompt Planning · Intermediate
Dynamic Cash Flow Forecasting
Use this when you need to create a dynamic cash flow forecast that adapts to different scenarios and historical data.
Open this prompt Analysis · Advanced
Evaluate Investment Project Viability
Use this when you need to assess the financial viability of an investment project by calculating key metrics like NPV, IRR, and payback period.
Open this prompt Analysis · Advanced
Financial Impact Scenario Evaluation
Use this when you need to assess the financial risks and opportunities of specific scenarios on your company's performance.
Open this prompt Analysis · Advanced
Financial Performance Forecasting
Use this when you need to predict future financial performance based on historical data and market trends.
Open this prompt Analysis · Advanced
Financial Ratio Analysis
Use this when you need to calculate and interpret financial ratios to assess a company's performance and health.
Open this prompt Analysis · Intermediate
Generate Financial Statements from Data
Use this when you need to create income statements, balance sheets, or cash flow statements from a company's financial data.
Open this prompt Creating · Intermediate
Key Variable Sensitivity Assessment
Use this when you need to identify which variables most influence your financial model's outcomes and understand their impact.
Open this prompt Analysis · Advanced
M&A Financial Impact Analysis
Use this when you need to evaluate the financial implications of a merger, acquisition, or divestiture.
Open this prompt Analysis · Advanced
Optimize Company Capital Structure
Use this when you need to determine the ideal mix of debt and equity financing for a company to maximize shareholder value.
Open this prompt Analysis · Advanced
Perform Cost Analysis
Use this when you need to analyze costs, identify drivers, compare suppliers, or forecast future spending.
Open this prompt Analysis · Intermediate
Pricing and Profitability Analysis
Use this when you need to evaluate pricing strategies and assess profitability for a product or business.
Open this prompt Analysis · Intermediate
Scenario Analysis for Business Planning
Use this when you need to model the financial impact of different business scenarios to support contingency planning.
Open this prompt Analysis · Intermediate
Sensitivity Analysis for Financial Models
Use this when you need to understand how changes in key variables affect your financial outcomes and manage related risks.
Open this prompt Analysis · Intermediate
Valuation Analysis
Use this when you need to determine the value of a company or investment using various valuation methods.
Open this prompt Analysis · Intermediate
Valuation Modeling
Use this when you need to build a financial model to determine the value of a business or its assets for investment, M&A, or strategic decisions.
Open this prompt Creating · Advanced