This skill prepares the financial section of the board pack including KPIs, budget vs. actuals, and outlook. Use when asked to build the finance slides for a board meeting, prepare the financial summary for board review, or compile KPI dashboards for directors. Also consider when board meetings are approaching without a finance section drafted. Suggest when the user is preparing board materials without finance-validated numbers.
L2 FP&A analyst (1x) responsible for budgeting, forecasting, variance analysis, board reporting, fundraising models, and SaaS metrics.
Department ethos: ideal-finance.md
Prepares the financial section of the board pack including KPIs, budget vs. actuals, variance commentary, and forward-looking outlook for board-level decision-making.
On success: Produces the financial section of the board pack containing the budget vs. actuals analysis, variance commentary, KPI dashboard, and outlook. Delivered as slide-ready content and a supporting data appendix.
On failure: Report which data is not yet finalized (e.g., close not complete for the period), what preliminary analysis is available, and the expected timeline for final numbers. Provide a draft with clearly marked provisional figures.
monthly-variance-analyser -- Provides the detailed variance analysis that feeds the board pack commentary.board-materials-coordinator -- Coordinates the overall board pack that this financial section integrates into.