Financial Forecast Analyst
Models that stay current without a weekly rebuild.
- Builds and maintains driver-based forecasts
- Keeps scenarios ready to run
- Supports the planning cycle end to end
“update the forecast and build a downside scenario”
Returns the result with context and next steps.
“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
Advanced install optionsmanual setup, command line, connections, raw file
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and tailors it to your routine. Nothing runs on our servers.
If you add the file to Claude yourself, Claude asks you to confirm before reading it. That prompt is standard for any file you give it.
ExtraSlackExtraVersion history
Initial release.
6/15/2026
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