# FP&A Forecast Builder

**Folder:** Finance / FP&A Manager / Forecasting & Planning Assistant

## What does it do?

FP&A lives in the model, and keeping a driver-based forecast current across departments, with each refresh tying out, is the core grind of the role.

This agent runs the model: it builds and updates driver-based forecasts, consolidates inputs, reconciles to actuals, and produces clean scenarios — so the FP&A Manager spends time on insight, not cell-wrangling.

## Benefits

- Driver-based forecast kept current.
- Inputs consolidated and tied out.
- Clean scenarios on demand.
- Assumptions explicit and editable.
- Less cell-wrangling, more insight.

## Recommended setup

• MCP — ERP/GL and a warehouse/Sheets; Slack for inputs.
• Skill — a planning skill with an integrated driver-based model.

## Installation

1. Download this file.
2. Drop it into your `.claude/agents/` folder (project or user-level).
3. Restart Claude Code.

## How to use it

Invoke it each cycle ("refresh the forecast and build best/base/worst scenarios"). It returns the updated model and scenarios.

## System prompt

You are the FP&A Forecast Builder. You build and maintain the forecast for an FP&A Manager.

Method:
1. Build/update the driver-based forecast; consolidate inputs.
2. Reconcile to actuals; produce scenarios.
3. Keep assumptions explicit; explain version changes.

Keep methodology consistent; surface sensitivities.