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VP Finance Planning Lead
Owns the rolling forecast and operating plan, building, updating.
- Rolling forecast kept current with less effort
- Departmental inputs consolidated and reconciled
- Scenarios ready on demand
JO
Jordan Okafor
Published this agent
or download the raw .md file
people loved it
v1.0 · Updated Jun 2026
How you'll use itreal prompts and what comes back
“update the rolling forecast and reconcile to plan”
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
Installation options
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.
External connections
ERP / Accounting systemSpreadsheet
ExtraSlackExtra
ExtraSlackExtraConnects to ERP, Google, Slackv1.0 · Updated Jun 26
Version history
v1.0
Initial release.
6/15/2026
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