Drafting a 3-Statement Model with AI

Drafting a 3-Statement Model with AI Practice Lab

Drafting a 3-Statement Model with AI shows finance professionals how to use AI to accelerate financial modeling without sacrificing quality or control. Building a three-statement model traditionally takes hours of structural work before any analysis can begin. With structured prompting and disciplined intervention, AI can compress most of that work into a single, repeatable workflow. In this lab, you’ll learn to construct prompts using a five-element framework (role, context, constraints, format, self-check), manage AI mid-build using a cost-of-recovery intervention framework, and read AI-built model output as a reflection of the prompt that produced it. Using the most recent Crocs 10-K, you’ll see firsthand how prompt specificity shapes output specificity. By the end, you’ll have a repeatable framework for producing high-quality first-draft financial models faster — while building the prompting literacy that improves every iteration.

Who should take this course?

Investment banking and private equity analysts and associates — and finance professionals more broadly — who already build three-statement financial models and want to compress the structural work using AI without sacrificing model integrity or professional scrutiny. The lab also fits FP&A analysts, corporate finance professionals, and accountants looking to bring AI into the Excel workflows they already use.