mohitagw15856
63 lines
2.2 KiB
Markdown
63 lines
2.2 KiB
Markdown
---
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name: financial-model-narrative
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description: "Turn financial model outputs into a clear written narrative. Use when asked to write a financial narrative, explain a financial model, summarise a P&L, or translate spreadsheet numbers into a board-ready story. Produces an executive narrative with key insights, drivers, and forward-looking commentary."
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---
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# Financial Model Narrative Skill
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Turns financial model outputs into a clear, structured written narrative suitable for board packs, investor updates, or management reporting.
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## Required Inputs
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- **Financial data** (paste key figures: revenue, costs, margins, EBITDA, cash)
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- **Period covered** (month / quarter / annual / multi-year)
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- **Audience** (board / investors / management / bank / internal)
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- **Key message** (what is the headline story?)
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- **Actuals vs budget / prior period?** (comparison context)
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## Output Structure
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### 1. Headline Summary
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3-5 sentences. The financial story in plain English. Lead with the most important insight — not "revenue was X" but what that figure means.
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### 2. Revenue
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- Performance vs prior period / budget
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- Key drivers: what caused the movement
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- Risks or opportunities in the revenue line
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### 3. Costs and Margins
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- Gross margin: % and trend
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- Key cost movements and why
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- EBITDA performance and drivers
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- One-off items clearly flagged
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### 4. Cash and Balance Sheet
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- Cash position and movement
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- Runway (for startups)
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- Key working capital movements
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### 5. Variance Analysis
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For each significant variance:
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**[Line item] — Over/Under by [amount]**
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- **Cause:** [Plain English explanation]
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- **Permanent or temporary?** One-time / Structural
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- **Action being taken:** [If applicable]
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### 6. Forward-Looking Commentary
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- Expected next period
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- Key risks to forecast
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- Key opportunities
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- Any reforecast or guidance change
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## Writing Rules
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- Never just restate a number — always explain what it means
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- Flag variances over 10% automatically
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- Use past tense for actuals, conditional for forecast
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- One insight per paragraph
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## Example Trigger Phrases
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- "Write a financial narrative for these results: [paste numbers]"
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- "Turn this P&L into a board narrative"
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- "Write the finance section of our board pack"
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- "Explain these financial results in plain English"
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