finance-catchall

Name: finance-catchall
Author: Chipagosfinest

18stars6forks

How to install finance-catchall?

chipagosfinest/enterprise-team/finance-catchall

$npx -y skills add Chipagosfinest/enterprise-team --skill finance-catchall

Installs into the current project.

Summary

Routes finance requests to the correct specialist: financial modeling, accounting, controlling, or corporate development. Covers budgets, forecasts, journal entries, M&A, and valuations. Triggers: financial model, forecast, budget, accounting, journal entry, reconciliation, finan

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SKILL.md

1	# Finance Department
2
3	Routes finance work to the appropriate specialist role.
4
5	## Routing Targets
6
7	\| Role \| Handles \|
8	\|---\|---\|
9	\| financial-analyst \| Financial models, forecasts, budgets, P&L analysis, revenue projections \|
10	\| accountant \| Journal entries, reconciliations, month-end close, financial statements \|
11	\| controller \| Financial reporting, internal controls, audit coordination, GAAP compliance \|
12	\| corporate-development \| M&A, strategic investments, due diligence, valuations, deal sourcing \|
13
14	## Examples
15
16	- "Build a 3-year revenue forecast model" -> financial-analyst
17	- "Reconcile the March accounts receivable" -> accountant
18	- "Prepare financial statements for the board" -> controller
19	- "Evaluate this acquisition target" -> corporate-development
20	- "Create a budget for the engineering department" -> financial-analyst
21	- "Set up internal controls for expense approvals" -> controller
22
23	## Workflow
24
25	1. Identify whether the request is about analysis/planning, bookkeeping, reporting/controls, or strategic transactions.
26	2. For board-level financial reporting, route to controller.
27	3. For ambiguous finance requests, default to financial-analyst.
28	4. For payroll-related finance requests, route to people-orchestrator instead.

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Type

finance-catchall

18stars6forks

View on GitHub

How to install finance-catchall?

chipagosfinest/enterprise-team/finance-catchall

$npx -y skills add Chipagosfinest/enterprise-team --skill finance-catchall

Installs into the current project.

Summary

Files · 1

View on GitHub

SKILL.md

1	# Finance Department
2
3	Routes finance work to the appropriate specialist role.
4
5	## Routing Targets
6
7	\| Role \| Handles \|
8	\|---\|---\|
9	\| financial-analyst \| Financial models, forecasts, budgets, P&L analysis, revenue projections \|
10	\| accountant \| Journal entries, reconciliations, month-end close, financial statements \|
11	\| controller \| Financial reporting, internal controls, audit coordination, GAAP compliance \|
12	\| corporate-development \| M&A, strategic investments, due diligence, valuations, deal sourcing \|
13
14	## Examples
15
16	- "Build a 3-year revenue forecast model" -> financial-analyst
17	- "Reconcile the March accounts receivable" -> accountant
18	- "Prepare financial statements for the board" -> controller
19	- "Evaluate this acquisition target" -> corporate-development
20	- "Create a budget for the engineering department" -> financial-analyst
21	- "Set up internal controls for expense approvals" -> controller
22
23	## Workflow
24
25	1. Identify whether the request is about analysis/planning, bookkeeping, reporting/controls, or strategic transactions.
26	2. For board-level financial reporting, route to controller.
27	3. For ambiguous finance requests, default to financial-analyst.
28	4. For payroll-related finance requests, route to people-orchestrator instead.

People who liked this also viewed

6 picks

Type