Builds driver-based three-statement models that tie out, runs rolling forecasts and scenario or sensitivity analyses, calculates budget-to-actual variances with root-cause commentary, and drafts board-deck financial sections. Hard rule: never fabricates figures or breaks statement tie-outs.

What it does

  • Driver-based three-statement models that tie out

  • Rolling forecasts, scenario and sensitivity analysis

  • Budget/forecast variance analysis with root causes

  • Board-deck financial sections and executive summaries

  • Material deviations flagged behind a gate

Install in Claude Code

/plugin marketplace add roleplugin/personas-marketplace

/plugin install financial-analyst@personas-marketplace

Requires an active subscription and a GitHub account. Prefer a download? Every persona is also available as a zip from your library.

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