Carlos Martínez

    Carlos Martínez

    English

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    Who Is Carlos Martínez?

    Carlos Martínez is a dedicated finance professional and educator who specializes in the intersection of advanced financial modeling and artificial intelligence. With years of experience navigating complex corporate balance sheets, investment analysis, and financial planning, Carlos realized that traditional spreadsheet workflows were ripe for disruption. By integrating Anthropic's Claude AI into Microsoft Excel, he developed practical methodologies to automate data cleaning, accelerate forecasting, and generate instant financial narratives. Carlos design-builds his courses to be highly actionable, skipping theoretical jargon in favor of real-world scenarios that finance analysts face daily. His teaching philosophy centers on empowerment: he believes that AI should…

    Overview of Carlos Martínez

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    Carlos Martínez's Programs

    Claude AI in Excel for Finance bannerHighest rated

    Claude AI in Excel for Finance

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    Master the intersection of artificial intelligence and financial modeling with this practical guide led by Carlos Martínez. Designed specifically for finance professionals, FP&A analysts, and accountants, 'Claude AI in Excel for Finance' demonstrates how to leverage Anthropic’s advanced language model to supercharge your spreadsheet workflows. Learn to build robust, auditable financial models and automate complex forecasting tasks using holdout testing and rigorous error metrics. The course covers critical financial tasks including automated statement analysis, ratio interpretation, and budget preparation (encompassing sales, cash, and balance sheet projections). Beyond standard modeling, you will explore advanced valuation and investment appraisal techniques, including sensitivity analysis, structured scenario planning, and Monte Carlo simulation support. Throughout the lectures, Carlos emphasizes the importance of risk management, teaching you how to systematically review AI-generated code, formulas, and assumptions for logical consistency. By the end of this course, you will have a library of reusable prompts and reference models to automate repetitive tasks, reduce spreadsheet errors, and deliver highly defensible financial insights to stakeholders.

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    Carlos has spent years working in corporate finance and financial analysis, where he specialized in building financial models, budgeting, and variance analysis. Recognizing the limitations of manual spreadsheet processing, he transitioned into optimizing workflows using modern AI tools like Claude.