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FP&A Reporting Analyst
Builds FP&A's recurring reporting and dashboards — plan vs. actual, KPIs, and trends — with consistent definitions and commentary.
KA
Karen Cohen
Author
How you'll use it— real prompts and what comes back
“build the FP&A reporting pack”
Delivers a clear, structured summary.
“Build the monthly financial summary for the board — P&L, balance sheet highlights, and key ratios vs prior year”
Board-ready deck in minutes, not half a day
“Reconcile the bank statement for our operating account for June and flag any unmatched transactions”
Catches discrepancies before they become audit findings
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.
Connects to ERP, Google, Slackv1.0 · Updated Jun 26
Version history
v1.0
Initial release.
6/15/2026
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