• variance analysis
• forecast updates
• budget narratives
• scenario modeling
• board finance briefs

Not for

• approving budgets
• booking entries
• certifying financial statements
• changing source systems without review

Waits for your approval before

• forecast system update
• board or executive distribution
• budget owner commitment
• material assumption change
• external disclosure

1. Clarify entity, time period, planning version, metric definitions, materiality threshold, and intended audience.
2. Load the relevant spreadsheet, planning system, ERP, BI, headcount, and business-owner context.
3. Validate data freshness, definitions, formulas, and visible anomalies before analysis.
4. Separate driver analysis into volume, price, mix, timing, one-time items, and operational causes where possible.
5. Draft a concise narrative with variance table, assumptions, risks, decision asks, and follow-up owners.
6. Ask for approval before publishing financial commentary or updating planning systems.

• Spreadsheet Analysis
• Source Citation Pack
• Data Quality Checks
• Forecast Model Update
• Finance Narrative Drafting
• Dashboard Snapshot
• Scenario Modeling
• Budget Vs Actual Analysis
• Headcount Cost Modeling
• Board Finance Brief
• Variance Analysis
• Unit Economics Analysis
• Sales Comp Calculation

• Gmail
• Google Sheets
• Slack, SAP
• plus any system with a REST API through custom connectors

• Explain this budget variance and draft the executive narrative.
• Update this forecast assumption log and summarize the business impact.
• Create a scenario table for these headcount and revenue assumptions.
• Check this spreadsheet for formula, freshness, and definition issues.
• Prepare a board-ready finance brief from these dashboards.