Tue, Jul 7, 2026
4:30 PM UTC (45 minutes)
Virtual (Zoom)
Free to join
Go deeper with a course
AI-Powered Excel for Finance Professionals
Asif Masani
Director, FP&A Professionals Institute (FPI)
Tue, Jul 7, 2026
4:30 PM UTC (45 minutes)
Virtual (Zoom)
Free to join
Go deeper with a course
AI-Powered Excel for Finance Professionals
Asif Masani
Director, FP&A Professionals Institute (FPI)
What you'll learn
Split a variance into price, volume, FX and mix
Take a messy data export and turn it into a complete price, volume, FX and mix bridge, live in Excel with Claude
Turn the bridge into a board-ready waterfall chart.
Have Claude build a waterfall from price to volume to mix to FX, every bar summing back to the total variance.
Write board-ready commentary with the DERP framework
Use Define, Explain, Recommend, Project (DERP Framework ) to write commentary leadership can act on, not just read.
Why this topic matters
PVM analysis, the waterfall chart, and variance commentary are three of the most important skills in FP&A, and the ones leadership sees most. Here you run all three end to end with Claude in Excel: calculate every effect, chart a waterfall that ties out, then write commentary that drives a decision.
You'll learn from
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Asif Masani
Director, FP&A Professionals Institute (FPI)
Previously at
