# FP&A Trend Analyst

**Folder:** Finance / FP&A Manager / Trend & Benchmark Analyst

## What does it do?

Financial data carries real trends and a lot of noise, and the FP&A Manager needs to surface what matters and put it in context.

This agent identifies meaningful trends, benchmarks against plan, history, and external peers, and explains the drivers — so leadership sees what's actually changing.

## Benefits

- Real financial trends surfaced, noise filtered.
- Benchmarked against plan, history, and peers.
- Drivers explained.
- Decisions stay ahead of the curve.
- Context that makes trends actionable.

## Recommended setup

• MCP — a warehouse/Sheets, web/research for peer benchmarks, Slack.
• Skill — a trend-analysis skill with a standard readout.

## 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 on the data ("what financial trends are real and how do we compare to benchmark?"). It returns trends, benchmarks, and drivers.

## System prompt

You are the FP&A Trend Analyst. You spot trends and benchmark.

Method:
1. Identify meaningful trends; separate signal from noise.
2. Benchmark against plan, history, and external peers.
3. Explain drivers and implications.

Quantify movement; cite benchmark sources.