CHATGPT FOR FINANCE

CHEATSHEET
100+ TIPS
FOR FINANCE
PROFESSIONALS By Nicolas Boucher

WRITING FINANCIAL ANALYSIS DRAFT PROCEDURES

Use ChatGPT to prepare your Use ChatGPT to help you Use ChatGPT to draft
writing communications with your Financial Analysis procedures for you

Emails Action Plan Invoice Approval Credit

Cost analysis Debt and equity analysis Procedure Management
Procedure
Memos Cover Letter Expense
Pricing analysis Budget variance analysis Debt Collection
Protocol Reimbursement
Protocol
Instruction Agenda Monthly Closing Capital
Liquidity analysis Capital structure analysis Checklist Expenditure
Approval Process
Presentations Proposal Fixed Asset
Revenue analysis Capital budgeting analysis Budget
Management Guide Management
Policy
Speech Template Investment
Cash flow analysis Financial statement analysis Payroll Processing
Workflow Evaluation
Procedure
Dunning Executive Financial
Letter Summary Sensitivity analysis Investment appraisal analysis Cash Handling
Manual Forecasting
Guide

Minutes Press Release Financial Reporting Fraud Prevention

Profitability analysis Risk assessment & analysis Framework and Detection
Protocol

Report User Manual Tax Compliance Purchasing and

Break-even analysis Cost-volume-profit analysis Procedure Procurement
Procedure
Checklist Project plan Financial ratio Financial performance Vendor Management Financial Risk
analysis benchmarking Policy Assessment
Framework
Policy Notes to Financial Working capital Return on Investment Internal Audit External Audit
Document Statements analysis (ROI) analysis Guidelines Coordination
Procedure

TOOL TEACHER PROBLEM SOLVING OTHER HELPFUL CASES

Use ChatGPT to be your Use ChatGPT as a second brain to help you Use ChatGPT for these other
dedicated tool teacher find solutions for complex problems use cases

MS Office Tools: Risk mitigation Capital structure

optimization Simplify complex finance topics
Word, Excel, PowerPoint and Outlook ideas
Tax liability Working capital Structure your financial storytelling
Business intelligence (BI) tools: reduction management
Explain legal terms
Power BI, Tableau, and Anaplan Vendor Sustainable finance
management initiatives Summarize long documents
Programming languages: Inventory Financial Generate datasets
SQL, HTML, Python, and JavaScript optimization performance metrics
Research best practices
Cost-saving Financial controls
Accounting & ERP Tools: strategies implementation
SAP, Xero, Sage, Oracle, NetSuite, MS Draft a finance training plan
Dynamics and QuickBooks Cash flow Financial reporting
Define SMART objectives
optimization improvement

Investment Tools: Cost driver Financial modeling Improve your resume

Bloomberg, Thomson Reuters identification construction
Write automation scripts (in most of
Cost allocation Foreign currency risk the tools you use)
optimization management

Contact me to Capital investment

decisions
Financial forecasting
preparation ChatGPT Course!
learn how to Capital expenditure Financial performance Scan this QR code

use ChatGPT
approval monitoring or use the link below:
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@NicolasBoucher By Nicolas Boucher nicolasboucher.online