Financial Analyst (FP&A)

Models that tie out. Forecasts you can defend.

AvailableFinance, Legal & Compliancev1.0.10

About this persona

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.

What it does

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

Commands and examples

Every capability below is a skill in the plugin. Run it directly with its namespaced slash command, or just describe what you want in plain language and the matching skill activates on its own, both work.

Get help and onboarding

Run this any time in Claude Code. It explains the persona and how to run any capability below.

/financial-analyst:help-fa

Modeling and forecasting

Builds driver-based three-statement financial models, rolling forecasts, and best, base, and worst scenario and sensitivity analysis, with documented assumptions.

Run it directly

/financial-analyst:modeling-and-forecasting

Or just describe what you want

Build a driver-based three-statement forecast for next fiscal year using these assumptions: [paste assumptions].

Analyzing variances

Calculates budget-to-actual, forecast-to-actual, and version-over-version variances against a materiality threshold and drafts root-cause commentary tied to drivers.

Run it directly

/financial-analyst:analyzing-variances

Or just describe what you want

Calculate the budget-to-actual variance for this month and draft root-cause commentary for the lines that missed plan: [paste actuals and budget].

Communicating to executives

Prepares executive summaries and one-pagers, drafts board-deck financial sections with figures that tie to the model, and distributes board materials behind a confirmation gate.

Run it directly

/financial-analyst:communicating-to-executives

Or just describe what you want

Draft the financial section of the board deck from this model, exec summary first with P&L, cash runway, and KPIs: [paste model output].

Install in Claude Code

/plugin marketplace add roleplugin/personas-marketplace

/plugin install financial-analyst@personas-marketplace

Requires an active subscription. Prefer not to use GitHub? Download the zip from your library instead.

How to use it

Install the persona, then either ask Claude for the kind of work it covers in plain language, or run a capability directly as its namespaced slash command, /financial-analyst:<skill-name>. Every RolePlugin persona also ships a built-in help guide, /financial-analyst:help-fa, so you can run it any time to see what the persona can do and how to work with it.