Claude AI for Accounting and Finance Trainer

We are seeking an experienced Claude AI trainer to deliver a half-day, onsite corporate workshop focused on practical applications of Claude for accounting and finance professionals. Engagement Details Date: Friday, August 21, 2026 Location: Beverly Hills, California Delivery: Onsite Duration: This training is for 4 hours on August 21st, likely 1p-5p pacific time. Audience: Accounting, finance, and business professionals The trainer should be based in Southern California or able to travel to Beverly Hills for the engagement. Training Focus The workshop will demonstrate how Claude can support accounting and finance workflows while maintaining appropriate professional judgment, data security, and output validation. Topics will include: Using Claude to interpret financial statements Summarizing financial performance for leadership Identifying financial trends, risks, and unusual patterns Budgeting, forecasting, and scenario analysis Cost, pricing, and margin analysis Drafting variance explanations and financial documentation Supporting monthly close and audit preparation Organizing financial data into structured tables Financial ratio analysis Developing executive summaries, reports, and presentation talking points Protecting confidential financial information Validating AI-generated calculations and analysis Responsible AI use within accounting and finance teams The workshop will include hands-on exercises involving financial statements, forecasting assumptions, financial datasets, ratio analysis, and executive reporting. Course Outline https://docs.google.com/document/d/1hOf1XaBaJco8sJKoOTpinZ62rWUFVhnai1Y0cvnhJKA/edit?usp=sharing Ideal Trainer Qualifications Strong experience using and teaching Claude AI Professional experience in accounting, finance, financial analysis, FP&A, investment analysis, or a related field Experience delivering instructor-led corporate training Ability to explain AI concepts to both beginner and experienced users Comfortable facilitating practical, hands-on financial exercises Strong understanding of financial data confidentiality, validation, and responsible AI practices Available to deliver the training onsite in Beverly Hills on August 21 To Apply Please provide: A brief summary of your Claude AI training experience Details of your accounting or finance background Examples of similar corporate workshops you have delivered Confirmation that you are available onsite in Beverly Hills on August 21 Your proposed rate for the full-day engagement This engagement may lead to additional Claude AI training opportunities with corporate clients.