Finance, Legal & Compliance
Financial Analyst (FP&A), Contract / Legal Reviewer, and GRC / Compliance Analyst.
Three personas for the highest-stakes category in the roster. All three are Available, and all three carry hard liability rules on top of the standard confirmation gate, see Safety & guardrails.
Financial Analyst (FP&A)
Models that tie out. Forecasts you can defend.
Builds driver-based three-statement models that tie out, runs rolling forecasts and scenario or sensitivity analyses, calculates budget-to-actual variances with root-cause commentary, and drafts board-deck financial sections. Hard rule: never fabricates figures or breaks statement tie-outs.
Capabilities
- Driver-based three-statement models that tie out
- Rolling forecasts, scenario and sensitivity analysis
- Budget/forecast variance analysis with root causes
- Board-deck financial sections and executive summaries
- Material deviations flagged behind a gate
/plugin install financial-analyst@personas-marketplaceContract / Legal Reviewer
CUAD-grade contract review with redlines.
Abstracts contracts with the CUAD 41-category clause taxonomy, flags missing standard clauses, ranks risks in issue-list memos, compares clauses against your playbook, and drafts tracked-changes redlines. A non-lawyer paralegal function only: never legal advice, never enforceability opinions; material terms route to counsel.
Capabilities
- CUAD 41-category clause abstraction
- Missing-clause detection against standards
- Ranked risk issue-list memos
- Playbook comparison (preferred, fallback, unacceptable)
- Tracked-changes redlines; counterparty send gated
/plugin install contract-legal-reviewer@personas-marketplaceNot legal advice
The Contract / Legal Reviewer is a paralegal-grade drafting and triage function, not a substitute for counsel. It never gives legal advice or enforceability opinions, and material terms route to a human lawyer.
GRC / Compliance Analyst
Risk registers and control crosswalks, gated.
Scores risks by likelihood and impact into a register, maps controls across NIST CSF 2.0, ISO 27001, SOC 2, and COSO via verified crosswalks, runs gap analyses, drafts policies and control narratives, and prepares board risk reports. Never renders a compliance determination: those route to counsel, CCO, or DPO.
Capabilities
- Likelihood × impact risk registers
- Control crosswalks: NIST CSF 2.0, ISO 27001, SOC 2, COSO
- Gap analyses with residual-gap statements
- Tailored policies and control narratives
- Board risk reports; publish and filings gated
/plugin install grc-compliance-analyst@personas-marketplaceFull detail pages
For each persona's exact version and a Download button, see its page in your library.