Finatune
← AI Skills

FP&A & Business Planning

AI skills for budget forecasting, cash flow modeling, board material preparation, treasury management, and product profitability analysis.

13 skills
Finance AI Skills are instruction files for AI agents. They do not constitute financial, legal, tax, or investment advice. Always verify AI-generated outputs with a qualified professional before acting on them. Finatune is not responsible for outcomes resulting from use of these skill files.
FreeMIT

Budget Forecast

Build annual operating budgets with revenue and expense forecasting by department and variance analysis.

Author: GAJETOso
ClaudeChatGPTGemini
View Skill →
FreeMIT

Earned Value Management

Track project budget and schedule performance using CPI, SPI, and EAC earned value metrics.

Author: GAJETOso
ClaudeChatGPTGemini
View Skill →
FreeFinatune OriginalProprietary

Managing Cash Flow Forecasting

Build short and long-term cash flow forecasts with variance analysis and liquidity planning.

Author: Finatune
ClaudeChatGPTGemini
View Skill →
FreeFinatune OriginalProprietary

Preparing Board Materials

Create board presentation materials with strategic analysis, financial summaries, and recommendations.

Author: Finatune
ClaudeChatGPTGemini
View Skill →
FreeMIT

Product Profitability Analysis

Analyze profitability by product line using contribution margin and fully-loaded cost methodologies.

Author: GAJETOso
ClaudeChatGPTGemini
View Skill →
FreeMIT

Treasury Management

Manage corporate cash, optimize working capital, assess counterparty risk, and plan FX hedging.

Author: GAJETOso
ClaudeChatGPTGemini
View Skill →
FreeApache-2.0

Investment Committee Memo

Draft investment committee memoranda with deal thesis, diligence summary, returns analysis, and risk assessment.

Author: Anthropic
ClaudeClaude Code
View Skill →
FreeMIT

Investment Policy Statement

Draft investment policy statements documenting objectives, constraints, asset allocation, and rebalancing rules.

Author: Joel Lewis
ClaudeChatGPTGemini
View Skill →
FreeApache-2.0

Portfolio Rebalancing

Analyze portfolio allocation drift and generate tax-aware rebalancing recommendations with trade impact modeling.

Author: Anthropic
ClaudeClaude Code
View Skill →
FreeMIT

Performance Measurement

Calculate time-weighted and money-weighted returns per GIPS standards with performance attribution analysis.

Author: Joel Lewis
ClaudeChatGPTGemini
View Skill →
FreeMIT

Break-Even Analysis

Calculate break-even points and analyze contribution margins.

Author: openaccountant
ClaudeChatGPTGemini
View Skill →
FreeMIT

Profit Margin Analysis

Calculate and benchmark profit margins across multiple periods.

Author: openaccountant
ClaudeChatGPTGemini
View Skill →
FreeMIT

Infrastructure Finance

Model infrastructure project finance structures and returns analysis.

Author: w95
ClaudeClaude CodeChatGPT
View Skill →