Finance professionals understand the importance of data analysis for smart decision-making especially for financial planning and analysis (FP&A). But, let’s face it, regular data analysis methods can be a drag and are prone to errors, especially with heaps of data.
That’s where ChatGPT comes in handy!
We compiled a list of finance prompts created by finance professionals. All you need to do is click the link and follow their guidelines!
FP&A Prompts by Experts
1) Guide Book for FP&A Professionals by Kushal Jaju
As a New-Age Finance Business Partner and FP&A expert, Kushal Jaju has a proven track record of collaborating across diverse profiles. These include APAC, Europe, META, and the USA. He developed a unique ability to steer multi-dimensional organizations, leveraging data to support strategic decision-making.
Currently, he collaborates closely with the Business SVP, leading FP&A initiatives that drive business acceleration and profitability. He has created his own GPT titled Guide Book for FP&A Professionals featuring over 90 finance-related conversations with ChatGPT.
2) Top 200 ChatGPT Prompts for Financial Mastery by Jagdish Lade
Jagdish Lade is an innovative and dynamic expert in Excel VBA automation, fueled by a passion for transforming complex concepts into practical outcomes. Through automation, he has streamlined workflows, improved business intelligence, and enhanced data visualization, leading to the creation of comprehensive dashboards.
His quest for continuous professional development has broadened his expertise to encompass AI, machine learning (ML), deep learning (DL), blockchain, ChatGPT, Python, SQL, Tableau, Power BI, and Looker.
He authored an e-book titled AI Powered Finance: Top 200 ChatGPT Prompts for Financial Mastery. This publication features a curated collection of 200 ChatGPT prompts across 20 categories in the finance sector. This served as a valuable resource for harnessing AI-powered language models for both professional and personal development. The book is essential for finance and non-finance professionals alike. Finance teams are integral to every organization and in the global economy. By using these prompts with ChatGPT, readers can enhance their financial acumen and make informed decisions in their careers or personal lives.
3) ChatGPT for Finance by Nicolas Boucher
Nicolas Boucher is a Finance Thought Leader with a specialization in AI. He has dedicated himself to educating more than 1 million finance professionals.
Having trained over 5,000 individuals, he focuses on guiding finance experts in the effective use of AI and is available for keynote speaking engagements. His diverse experiences, having lived in five countries across three continents—France, the USA, Luxembourg, Singapore, and Germany—enable him to quickly adapt and comprehend various local and professional cultures.
Boucher created the website ChatGPT for Finance and offers a Video Course about it, which emphasizes real-world applications through clear, step-by-step instructions, extensive video materials, a detailed PDF guide, and practical prompts, distinguishing it from conventional finance courses. This curriculum was used to train finance teams at prestigious companies including Mercedes Benz, Hugo Boss, Chanel, NTT, and Carlsberg.
Additionally, he has created the Advanced ChatGPT for Finance course, developed in collaboration with Christian Martinez, which focuses on Advanced Financial Analysis utilizing Generative AI (including ChatGPT, Copilot, Gemini, and Python).
This course will equip you with the skills to:
- Provide advanced prompts to Generative AI
- Leverage Generative AI for Financial Analysis
- Address the Confidential Data challenge
- Construct your own Finance GPT
- Integrate Python with Generative AI.
4) ChatGPT 4o Simple Finance Prompts
To effortlessly analyze FP&A data using ChatGPT 4o, simply upload your document – whether it’s a PDF, Excel, Word file, or any other format. Then, ask ChatGPT to perform the data analysis for you.
For instance, we uploaded Apple Inc.’s Quarter 4 Report for Fiscal Year 2023 to ChatGPT 4o and requested it to act as a management consultant, analyzing the data through an FP&A perspective. It worked its own magic and made the data analysis for you.
You can also prompt it to make visual representations of the given data.
Final Thoughts
Integrating AI language models like ChatGPT into finance can transform data analysis and decision-making processes. As evidenced by the expertise of professionals like Kushal Jaju, Jagdish Lade, and Nicolas Boucher, leveraging AI can streamline operations, enhance financial acumen, and improve efficiency. Whether it’s FP&A in Excel or ChatGPT in Finance, these prompts and guides will help you bridge the gap between traditional practices and innovative technologies.
