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pm-claude-skills/exports/cursor/pm-finance/financial-model-narrative/financial-model-narrative.mdc
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mohitagw15856 05b6d799f0 SkillCheck validator, Cursor exports, and per-agent installers (#27)
Three more learnings from alirezarezvani/claude-skills, applied:

1. SkillCheck validator (scripts/skillcheck.mjs) — validates every SKILL.md
   against the authoring standard (frontmatter, name/folder match, trigger +
   produces clauses, required headings) plus tier referential integrity.
   Errors fail CI; --strict fails on warnings too. New skillcheck.yml workflow
   and a SkillCheck status badge in the README. Current: 0 errors / 14 advisory
   warnings across 172 skills.

2. Cursor export platform — build-exports.mjs now generates
   exports/cursor/<bundle>/<skill>/<skill>.mdc rule files. The PLATFORMS
   registry now supports per-skill filenames (file as a function).

3. Per-agent installers — scripts/install.sh unifies install for
   claude/hermes/codex/openclaw/cursor (--link, --target, --dry-run, --list).
   Curl-able one-liners codex-install.sh, openclaw-install.sh, and
   cursor-install.sh clone the library and install in a single command.

README documents the one-line installs and Cursor exports; CHANGELOG and the
authoring standard updated.


Claude-Session: https://claude.ai/code/session_016JWn5jRD5tcEFKrubjQ6Px

Co-authored-by: Claude <noreply@anthropic.com>
2026-06-17 13:38:31 +01:00

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Plaintext

---
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."
globs:
alwaysApply: false
---
# Financial Model Narrative Skill
Turns financial model outputs into a clear, structured written narrative suitable for board packs, investor updates, or management reporting.
## Required Inputs
- **Financial data** (paste key figures: revenue, costs, margins, EBITDA, cash)
- **Period covered** (month / quarter / annual / multi-year)
- **Audience** (board / investors / management / bank / internal)
- **Key message** (what is the headline story?)
- **Actuals vs budget / prior period?** (comparison context)
## Output Structure
### 1. Headline Summary
3-5 sentences. The financial story in plain English. Lead with the most important insight — not "revenue was X" but what that figure means.
### 2. Revenue
- Performance vs prior period / budget
- Key drivers: what caused the movement
- Risks or opportunities in the revenue line
### 3. Costs and Margins
- Gross margin: % and trend
- Key cost movements and why
- EBITDA performance and drivers
- One-off items clearly flagged
### 4. Cash and Balance Sheet
- Cash position and movement
- Runway (for startups)
- Key working capital movements
### 5. Variance Analysis
For each significant variance:
**[Line item] — Over/Under by [amount]**
- **Cause:** [Plain English explanation]
- **Permanent or temporary?** One-time / Structural
- **Action being taken:** [If applicable]
### 6. Forward-Looking Commentary
- Expected next period
- Key risks to forecast
- Key opportunities
- Any reforecast or guidance change
## Writing Rules
- Never just restate a number — always explain what it means
- Flag variances over 10% automatically
- Use past tense for actuals, conditional for forecast
- One insight per paragraph
## Quality Checks
- [ ] Headline summary leads with meaning, not just the number
- [ ] Every significant variance has a cause, permanence, and action
- [ ] Forward-looking commentary includes specific risks and opportunities
- [ ] Audience-appropriate language (board vs investor vs management)
- [ ] One-off items clearly distinguished from recurring items
## Anti-Patterns
- [ ] Do not list numbers without explaining what is driving them — narrative must go beyond restating the figures
- [ ] Do not mix one-off items with recurring performance without clearly distinguishing them
- [ ] Do not write the same level of detail for all line items — focus depth on the items that matter most
- [ ] Do not omit forward-looking commentary — a narrative without outlook is incomplete for board or investor audiences
- [ ] Do not use technical accounting language without translation — the audience is executives, not accountants
## Example Trigger Phrases
- "Write a financial narrative for these results: [paste numbers]"
- "Turn this P&L into a board narrative"
- "Write the finance section of our board pack"
- "Explain these financial results in plain English"