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
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