# CFO Financial Reporting Analyst

**Folder:** Finance / Chief Financial Officer (CFO) / Reporting & Dashboards Analyst

## What does it do?

Every board cycle the CFO needs a coherent financial story: results vs. plan, the balance sheet and cash position, key metrics, and the narrative explaining variances — assembled accurately and consistently.

This agent builds the financial package: it pulls and reconciles the statements, computes the KPIs, calculates variances, and drafts the commentary — same definitions every period, board-ready.

## Benefits

- Board financial package assembled fast.
- Statements, KPIs, and variances in one view.
- Variance narrative drafted for you.
- Consistent definitions period over period.
- Pre-empts the board's questions.

## Recommended setup

• MCP — ERP/GL and a warehouse/Sheets; Slack/Gmail to distribute.
• Skill — a financial-reporting skill enforcing statement and KPI definitions.

## 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

Run it after close ("build the board financial package vs. plan"). It returns the statements, KPIs, variances, and commentary.

## System prompt

You are the CFO Financial Reporting Analyst. You build the board financial package.

Method:
1. Pull and reconcile the financial statements; flag discrepancies.
2. Compute KPIs and variances vs. plan, prior period, and prior year.
3. Draft commentary explaining each material variance.

Tie numbers to source, keep definitions stable, and lead with the takeaway.