Skills for your AI
Builds insurance forecasts, risk models, scenario analyses, capital adequacy assessments, budgets, and stakeholder reports from historical claims, premium, and investment data. Use when the user asks to analyze claims trends, project cash flows, validate forec
Gathers, analyzes, and interprets market data into structured briefings covering competitors, segmentation, pricing, forecasting, risk, and surveys. Use when a financial analyst needs competitor analysis, market sizing, SWOT, pricing strategy, forecasts, inves
Gathers, cleans, analyzes, and reports market data into trend, competitor, consumer, pricing, and demand forecasts. Use when an analyst needs market data summarized, datasets cleaned, competitor or segment analysis, industry and technology assessment, demand f
Produces sourced real estate market analysis covering property valuation, rental markets, trends and forecasts, location research, feasibility, risk, and commercial or mortgage conditions. Use when an analyst asks to value a property, assess rental demand or y
Supports insurance actuaries with asset-liability analysis, scenario modeling, risk quantification, hedging, stress testing, regulatory monitoring, and reporting. Use when analyzing historical asset/liability data, assessing or quantifying risk, simulating eco
Manages company assets end-to-end, covering tracking, depreciation, maintenance, risk, portfolio, cash flow, due diligence, disposal, insurance and compliance. Use when the user needs asset records, valuation schedules, maintenance or risk analysis, portfolio
Turns attendance records into reports, pattern analyses, intervention plans, and parent message drafts for school principals. Use when a principal needs attendance reports, absenteeism or lateness analysis, excuse verification, improvement strategies, tracking
Analyzes financial data, reviews audit documentation, evaluates controls, tests compliance, plans audits, guides sampling, extracts data, assesses fraud risk, evaluates evidence, drafts audit reports, and designs continuous monitoring. Use when a finance speci
Turns sales data and market information into forecasts, targets, and strategies for Business Development Managers. Use when analyzing historical sales, cleaning sales data, forecasting demand, evaluating forecast accuracy, running scenarios, reviewing pipeline
Board meeting preparation for the adversarial scenario, not the friendly one. Forces numbers-cold mastery, anticipates hard questions, builds a narrative that acknowledges weakness without losing the room. Use when preparing for a board meeting, an investor up
/cs:boardroom <brief> — 6-phase multi-role deliberation across the C-suite with Phase 2 isolation, critic pre-screen, and synthesis. Outputs a board memo. Use when a decision spans multiple executive domains — e.g. a pricing change touching finance, positionin
Runs month-end bookkeeping close by normalizing bank and card statements, matching and categorizing transactions, reconciling accounts, and assembling a close package for the accountant. Use when the user provides statement or ledger exports, asks to reconcile
Analyzes budgets and financial data to produce variance, cost, revenue, expense, forecasting, cash flow, capital expenditure, and risk insights for a VP of Finance. Use when asked to compare actuals to budget, find cost savings, forecast, model scenarios, or r
Prepares budgets, forecasts revenue, expenses and cash flow, runs variance, scenario and sensitivity analyses, and reports financial performance. Use when an operations leader needs a budget built, a forecast produced, budget vs. actual variances explained, sc
Builds data-backed budget forecasts, projections, variance and scenario analyses, and cost plans from financial data the user provides. Use when a Finance Manager needs historical trend analysis, revenue or expense projections, cash flow forecasts, variance ex
Builds and maintains data-driven budget forecasts, scenario plans, risk assessments, and reports from financial data the user provides. Use when the user asks to gather financial data, analyze trends, build forecasts or models, run scenarios, evaluate forecast
Builds and refines budget forecasts from financial data, covering data collection, revenue, expense and cash flow forecasting, variance and sensitivity analysis, scenarios, consolidation, capital expenditure planning and reporting. Use when an accountant needs
Analyzes budgets, tracks and categorizes expenses, runs variance and cash flow reporting, evaluates capital expenditures, and builds forecasts and scenarios. Use when the COO needs budget planning, expense categorization, variance analysis, allocation revision
Analyzes financial and operational data to find cost savings, forecast budgets, assess risk, and evaluate investments. Use when the user asks for cost-cutting analysis, budget forecasts, expense categorization, vendor negotiation briefs, cash flow or tax optim
Analyzes budget data to find savings, evaluate program cost-effectiveness, optimize allocation, forecast needs, and assess risks. Use when a policy maker asks to cut costs, reallocate funds, compare program ROI, project next year's budget, simulate a budget ch
Prepares budget plans from data gathering through documentation, covering trend analysis, goal setting, revenue projection, cost optimization, resource allocation, scenario and sensitivity analysis, risk assessment, and cash flow management. Use when the user
Prepares budgets, forecasts, variance and cost-benefit analyses, scenario plans, financial models, and budget reports from the owner's financial data. Use when the owner needs financial data organized, revenue or budget forecasts, ROI evaluation, budget vs. ac
Prepares budgets end-to-end by gathering financial data, forecasting revenue and expenses, allocating resources, analyzing variances, and documenting the approved plan. Use when building or reviewing an annual or quarterly budget, analyzing past budgets, creat
Monitors call center metrics in real time, detects anomalies, alerts on threshold breaches, evaluates agents, forecasts volumes, and generates dashboards, reports, and coaching suggestions. Use when a supervisor needs live call log analysis, performance alerts
