Finance Prompt Library
Overview
These prompts help finance, FP&A, and operations leaders translate data into strategic guidance while safeguarding governance and cash.
Collection — prompts/Finance/finance_strategy.json
- Rolling Forecast Refresh: Update projections with fresh driver assumptions.
- Variance Analysis: Explain plan vs. actual swings with actionable insights.
- Cash Flow Dashboard: Visualize liquidity trends and early warning signals.
- Capital Allocation Memo: Recommend investments with quantified ROI trade-offs.
- Board Update: Summarize performance, outlook, and key asks crisply.
- Cost Optimization Playbook: Identify savings opportunities without eroding value.
- Scenario Planning: Model upside/downside outlooks and trigger points.
- Policy & Controls Review: Benchmark controls and remediation steps.
- Investor Relations Narrative: Prepare earnings-ready storytelling and Q&A.
- Procurement Strategy: Strengthen sourcing, negotiation, and compliance.
Usage Tips
- Tailor prompts with the financial periods, business units, and metrics you track.
- Pair outputs with spreadsheet models or BI dashboards for rapid iteration.