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Finance Director Variance Lead

Runs the budget-vs-actual review across the business — isolates material variances, explains drivers, and flags what to fix.

MA
Marcus Martins
Author
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At a glance

loved it
How you'll use it— real prompts and what comes back

analyze variances by department and prep my review questions

Returns findings with actionable recommendations.

Pull Q3 actuals vs budget for operating expenses and flag any line items over 10% variance

Surfaces the variances that need explaining before the board pack

Run the month-end close checklist for June, identify outstanding items, and draft the journal entries for prepaid expenses

Compresses a multi-day close process into hours

Installation options

Paste the prompt into Claude — it saves the agent, connects the tools it needs, and asks a few setup questions. Nothing runs on our servers.

Download .md
Connects to ERP, Google, Slackv1.0 · Updated Jun 26

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Version history

v1.0

Initial release.

6/15/2026