Analysts are hired to think about numbers but spend most hours collecting them and writing about them: pulling data from systems, synthesizing filings and earnings calls, drafting variance commentary, and assembling the narrative pages of board decks. Claude Cowork reads filings in minutes, drafts commentary from your actuals, and documents your models — so the analysis is yours and the production is delegated.
Trained by Evan Weber
25-year digital marketing veteran, founder of Experience Advertising, and daily Claude Cowork power user. Evan trains you live on screen share using your actual workflows, not slides or theory.
Real workflows built in real sessions, not theory, not slides.
Feed Claude transcripts, 10-Ks, or research PDFs. Get a structured memo — key results, guidance changes, management tone, risks — organized exactly how your team consumes it.
Claude reads your actuals-vs-budget export and drafts the monthly commentary: what moved, plausible drivers to verify, and the questions worth taking to business owners.
Give Claude the numbers and your key messages. Get slide-by-slide narrative text in your reporting voice — the words around the charts that take longer than the charts.
Claude documents your spreadsheet models — assumptions, drivers, structure, known limitations — producing the documentation everyone wants and no one has time to write.
Claude tracks competitor filings, announcements, and analyst coverage, delivering a structured digest so coverage stays current without daily manual checking.
For the constant stream of 'quick' data requests, Claude drafts the pull-and-package response from your standard sources — turning interruptions into 10-minute tasks.
We've pre-filled the basics — adjust the description to match your actual week and get a tailored report in 30 seconds. Free, no commitment, instant.
Five copy-paste prompts that cover the highest-leverage financial analyst workflows above. Drop them into Claude Cowork, fill in the brackets, and see results today — no session required.
In your first session, Evan will build your filing-synthesis workflow with a company you actually cover. You'll leave able to turn an earnings release plus call transcript into a structured, distribution-ready memo in about 15 minutes.
Two published sessions, both live on screen share with Evan Weber. Pick the length that matches how much work you want to cover.
$300 USD
Standard offer: 1 to 4 people
Best for one priority workflow. Bring a single task, approved sample inputs, and a clear idea of what a useful result looks like.
$1,000 USD
Standard offer: up to 8 people
Room for several workflows or more practice with each one. The time is shared across the group, so agree on priorities before booking.
Software subscriptions and usage costs are separate from the session fee.
You're welcome to record the session with agreed permissions, and you own that recording. Confirm any trainer-provided recording, follow-up materials or support before booking.
Larger groups, implementation work, or software development are handled as a custom quote: request a team workshop quote or discuss a development project.