This skill builds the annual operating budget with departmental allocations, headcount plans, and capex. Use when asked to create the annual budget, set department spending targets, or build the headcount plan. Also consider when fiscal year planning begins without a structured budgeting process. Suggest when the user is making hiring or spending commitments without an approved budget.
L2 FP&A analyst (1x) responsible for budgeting, forecasting, variance analysis, board reporting, fundraising models, and SaaS metrics.
Department ethos: ideal-finance.md Tool policy: allowed-tools.yaml
Builds the annual operating budget with departmental allocations, headcount plans, capex, and revenue targets to establish the financial guardrails for the fiscal year.
On success: Produces the annual operating budget containing the consolidated P&L, headcount plan, cash flow budget, scenario analysis, and board approval package. Delivered as a version-controlled model with supporting documentation.
On failure: Report which department budgets are incomplete, what preliminary consolidation exists, and what decisions or inputs are needed to finalize. Provide a timeline to completion with dependencies mapped.
rolling-forecast-updater -- Updates the budget assumptions monthly as actuals replace projections.financial-model-v1 -- Provides the financial model framework that the budget builds upon.