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Using Claude for Finance and Accounting Professionals
Date & Time
Mon, November 30, 2026
10:00 AM PST
01:00 PM EST
Duration
60 Mins
Webinar ID
IQW26K1156
Level
Intermediate
Speaker
Ms.Soundarya J
- Where Claude fits into forecasting, budgeting, and financial planning cycles
- Coordinating and consolidating budget input gathered across departments
- Drafting variance explanations and forward-looking budget narratives
- Translating financial data into clear language for non-finance stakeholders
- Structuring board-level and executive financial reporting
- A structured prompting approach for consistent, dependable results
- Handling sensitive financial data and forecasts responsibly
- Fitting AI tools into an existing planning or reporting cycle without disrupting controls
- Decisions — final figures, forecasts, board materials — that must always go through proper review
- A starting prompt set for recurring FP&A and finance-leadership tasks
Overview of the webinar
Finance and FP&A functions run on recurring planning cycles — budget consolidation, variance review, forecasting, board reporting — where the underlying work repeats but the numbers and stakeholders change every time. This session introduces finance managers, analysts, and FP&A professionals to a structured, practical way of using Claude across these cycles, built around getting genuine time savings without loosening the accuracy and oversight finance leadership work requires.
The session walks through realistic applications: coordinating and consolidating budget input gathered across departments, drafting variance explanations and forward-looking narratives, translating financial data into language non-finance stakeholders can act on, and structuring board-level and executive reporting. A structured prompting approach helps attendees get consistent, usable results from Claude rather than relying on trial and error, and a clear set of guardrails identifies the decisions — final figures, forecasts, and anything board-facing — that must always go through proper review.
The session also addresses how to handle sensitive financial data and forecasts responsibly when using AI tools, and how to build these tools into an existing planning or reporting cycle without disrupting established controls. Attendees will leave with a realistic, responsible framework for expanding their use of Claude across recurring FP&A and finance-leadership work, at a pace that matches their team's comfort and existing controls.
Who should attend?
- Finance Managers
- Financial Analysts
- FP&A (Financial Planning & Analysis) Professionals
- Finance Directors
- Corporate Finance Team Members
- Staff Accountants
- Senior Accountants
- Financial Analysts
- Controllers
- Tax Accountants
- Tax Preparers
- Bookkeepers
Why should you attend?
Finance and FP&A teams sit at the center of an organization's planning cycle — consolidating budget input from multiple departments, explaining variances, and translating numbers into a story leadership and the board can act on. Many finance professionals are exploring AI tools like Claude to support this cycle, but without a clear framework, it's easy to either under-use the tool or apply it in places that call for stricter human oversight.
This session gives finance and accounting professionals a structured, practical approach for incorporating Claude into planning and reporting work — from consolidating departmental budget input to drafting forward-looking narratives and structuring board-level materials. Attendees will leave with a clear sense of where AI genuinely saves time in finance leadership work, the guardrails needed to use it responsibly with sensitive financial data, and a set of prompts they can start using immediately.
Faculty - Ms.Soundarya J
Soundarya Jeyadurai is a corporate trainer specializing in enterprise AI adoption, prompting practices, and workplace communication. Over the past 4 years, she has delivered knowledge-based webinars and training sessions to professionals across industries, helping teams move beyond surface-level familiarity with AI tools like Claude to build practical, confident, everyday fluency with them. Her sessions focus on translating powerful but unfamiliar technology into clear, usable skills — covering effective prompting, workflow integration, and responsible AI use in real organizational contexts.
Beyond AI adoption, Soundarya's training practice extends into organisational and workplace skills, including professional communication, soft skills development, and spoken English coaching — reflecting her broader belief that technology adoption succeeds only when paired with strong human communication and collaboration. She holds an M.Sc. in Chemistry and a B.Ed. in Physical Science, and brings a structured, education-first approach shaped by years of teaching experience to every session she designs and delivers.