25 Claude Skills for FP&A
Give your recurring finance work a repeatable method.
Turn a task you run every month into a workflow you can inspect, adapt and reuse. This free pack provides 25 focused Claude Skills for financial planning and analysis, covering the path from source data to an executive-ready result.
One ZIP contains all 25 self-contained skill folders. Each includes Markdown instructions, fictional source data, a worked answer and a local calculation checker. Choose the task that fits your work and start with its included example.
Choose the job you need to do
Open the relevant workflow instead of rebuilding your instructions for each new reporting cycle. The skills define the required files, financial method, output structure and checks for their specific task.
Data
Start from a source you can reconcile.
- Trial Balance Mapping
- Multi-Entity Consolidation
- Finance Data Quality Review
- Period Reconciliation
- Account Movement Review
Analyze
Explain the movement and its profit impact.
- Budget vs Actual Analysis
- Price Volume Mix
- Gross Margin Bridge
- Operating Cost Drivers
- Working Capital Analysis
Forecast
Make timing and operating assumptions visible.
- Driver-Based Revenue Forecast
- Payroll Cost Forecast
- Rolling Forecast Refresh
- Cash and Runway Forecast
- Scenario and Sensitivity
Report
Turn checked numbers into a focused message.
- Monthly Performance Pack
- CFO Variance Commentary
- Board Finance Brief
- KPI Scorecard
- Management Action Tracker
Decide
Compare options and challenge the assumptions.
- Break-Even Analysis
- Investment Appraisal
- Budget Assumption Challenge
- Forecast Accuracy Review
- Financial Model Review
See the method before you use your own data
The Budget vs Actual example reconciles EBITDA from a USD 36,000 budget to a USD 44,880 actual result. Revenue adds USD 24,000, higher COGS reduces profit by USD 9,120 and higher operating costs reduce it by USD 6,000. Together, those impacts explain the USD 8,880 improvement.
What you receive
- 25 SKILL.md files: task-specific instructions with required inputs, financial conventions, output formats and review checks.
- Fictional sample data: CSV inputs for practicing the workflow before bringing in business files.
- Worked answers: calculation trails, interpretations and exceptions you can compare with the AI response.
- Local Python checkers: reproducible calculations and boundary checks for the supplied examples. They use the standard library and require no API keys.
- A catalogue and setup guide: choose a skill, understand its purpose and follow the Claude or Claude Code setup route.
- Optional local helpers: run the example checks or prepare one chosen skill as a native upload ZIP.
Get your first result in three steps
- Choose one skill. Extract the collection and pick a workflow you already know, such as budget variance analysis.
- Use the included example. Add the selected skill to Claude, or copy its folder to a Claude Code skills directory. The guide explains both routes.
- Review, then adapt. Compare the result with the worked answer. Replace the example inputs with your own files and reporting conventions.
The collection ZIP is a download bundle. Claude's individual skill upload uses one selected skill folder, packaged separately. No automatic installation, bank connection or ERP connection is included.
Before you start
The Markdown instructions are editable. Use the sample schemas and stated conventions to adapt each workflow to your business. Local calculator checks require Python 3.10 or newer; the Python helper is optional for using the instructions in Claude.
Claude Skills require the corresponding capability in your account or organization. Review AI-generated analysis and commentary against your source data before presenting or acting on it.
Independent educational workflows. Claude is a product of Anthropic; this pack is not an Anthropic product or certification.