Financial Modeling & Analysis with Claude AI – From Three-Statement Models to Decision-Ready Ratio Analysis

Financial Modeling Training Jakarta with Claude AI – Three-Statement Model & Ratio Analysis

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Course Description

A financial model is only half the job – the other half is knowing what it is telling you. Financial Modeling & Analysis with Claude AI – From Three-Statement Models to Decision-Ready Ratio Analysis is a 2-day financial modeling training in Jakarta that takes you from a blank spreadsheet to a complete three-statement model, and then to the same ratio analysis a credit officer or equity analyst would apply, with Claude as your AI-assisted modeling and analysis partner throughout. It is designed as practical Financial Modeling Training Indonesia for professionals who need models they can defend, not just models that balance.

Day 1 focuses on construction: a clean Inputs/Outputs architecture, the income statement–balance sheet–cash flow statement hinge, working capital and debt schedules, and prompting Claude with the 3-Tier Framework to speed up formula-building without sacrificing audit-defensibility. Day 2 shifts to interpretation: DuPont ROE decomposition, profitability, efficiency, liquidity and leverage analysis, debt service coverage (DSCR) and capital structure, so raw output becomes a decision-ready narrative.

Every technique is practiced on a real, publicly listed case company – Alfamart (PT Sumber Alfaria Trijaya Tbk, IDX: AMRT) – using a model built from actual published financials rather than a hypothetical example.

Workshop Leader

Purwadi Nitimidjojo started his financial modeling career in early 2005, after working for the Indonesian Bank Restructuring Agency (IBRA / BPPN) during the monetary crisis from 1998 to 2004. In IBRA’s Credit Risk Management Division he developed financial models for debt and corporate restructuring, and saw that most large debtors had to hire foreign consultants to build proper models because local expertise and financial modeling courses were not yet available.

That gap became an opportunity. In 2005 he teamed up with two friends to run monthly public training and financial modeling services in Jakarta until early 2012, when he joined Deloitte Financial Advisory as Financial Modelling Director. During his 10 years at Deloitte Indonesia financial advisory, his team built best-practice models for clients across industries and delivered monthly financial modeling and Power BI training for the public, clients and Deloitte staff in Indonesia, Singapore, Malaysia, Thailand and Cambodia.

Today he runs his own financial modeling business, working as a subcontractor for BDO Indonesia and Deloitte as well as an independent consultant and trainer.

Financial Modeling Training Schedule 2026

The program runs as a full-day training from 9am to 5pm on both days. Choose the batch that suits your team:

15–16 October 2026
12–13 November 2026
10–11 December 2026

Venue Training

This Financial Modeling Workshop Jakarta 2026 is held at one of the following hotels in South Jakarta (the final venue is confirmed before the event):

Swiss-Belinn Simatupang, Jakarta Selatan
Swiss-Belhotel Pondok Indah, Jakarta Selatan
Ibis Styles Simatupang, Cilandak, Jakarta Selatan
Hotel TMG Tebet, Tebet, Jakarta Selatan

Investment Fee

Rp 5.950.000 / participant
Early Bird Rp 5.355.000 / participant (paid H-7)

The investment fee includes:

Training Material
Certificate
Lunch & Coffee Break
Souvenir
Door Prize

This corporate finance training in Indonesia can also be delivered as an In-House Training for up to 20 participants per batch.

Course Objectives

By the end of this program, participants will be able to:

Build a complete three-statement model (IS→BS→CFS) with a clean Inputs/Outputs zone architecture
Structure working capital and debt schedules that flow correctly through the model without circularity errors
Prompt Claude using the 3-Tier Framework to accelerate formula construction while keeping every output audit-defensible
Calculate and interpret DuPont ROE decomposition (ROS × ATO × ALEV) alongside profitability and efficiency ratios – for a refresher on the method, see DuPont Analysis explained by Investopedia
Assess liquidity, leverage, debt service coverage (DSCR) and capital structure to judge financial health and creditworthiness
Translate a built model and its ratio analysis into a clear, decision-ready narrative for management or a credit committee

Course Outline

Day 1: Building the Model

Module 1 – Financial Modeling Foundations: Inputs/Outputs zone architecture and the IS→BS→CFS hinge logic
Module 2 – Prompting Claude for Model Construction: the 3-Tier Framework applied to formula-building and schedule design
Module 3 – Working Capital & Debt Schedule: AR/AP/inventory drivers, debt schedules and handling circularity
Module 4 – Workshop: Building the Alfamart Model: hands-on three-statement build, peer review and troubleshooting

Day 2: Analyzing the Model

Module 5 – DuPont Formula & Profitability: ROE decomposition (ROS × ATO × ALEV) and margin analysis
Module 6 – Efficiency, Liquidity & Leverage: turnover ratios, current/quick ratio and leverage metrics
Module 7 – Debt Service Coverage & Capital Structure: DSCR and capital structure analysis for creditworthiness
Module 8 – Capstone: From Model to Investment Memo: end-to-end synthesis on the Alfamart case, key takeaways and Q&A

Key Takeaways

A complete working model: a full three-statement model built by hand on Alfamart’s real financials, ready to adapt to your own organization
Ratio analysis mastery: fluency in DuPont ROE, profitability, efficiency, liquidity/leverage, DSCR and capital structure analysis
Prompting fluency for modeling: practical experience applying the 3-Tier Framework to formula construction, schedules and audit-defensible structure
Decision-ready communication: the ability to turn a model and its ratios into a clear narrative for management or a credit committee

Want to go further? Explore our Power BI Training for advanced financial visualization, learn to stress-test your model in Modeling Under Uncertainty with Claude, or see Business Plan Modeling with Claude Cowork and Claude Code. The full list of programs is in the Seventh training catalog.

Frequently Asked Questions

What is Financial Modeling & Analysis with Claude AI?

It is a 2-day intensive training program covering three-statement model construction and ratio analysis using Claude AI as an assisted modeling partner.