Finance · overview

Finance Domain Overview

A six-phase FP&A process for financial planning, forecasting, budgeting, and modeling.

The Finance plugin runs financial planning and analysis (FP&A) in six phases: assess, plan, forecast, budget, model and review. Each phase writes a numbered file to .singularskills/finance/<project>/, from data validation to the reforecast. Five utility skills cover scenarios, sensitivity, cash flow stress, unit economics and ratios.

Phases

PhaseCommandPurpose
Assess/finance-assessConsolidate and validate financial data
Plan/finance-planDefine strategic objectives and KPIs
Forecast/finance-forecastProject revenue and cash flow
Budget/finance-budgetAllocate expenses by department
Model/finance-modelBuild valuation and scenario models
Review/finance-reviewMonitor performance vs. budget, reforecast

Utility Skills

SkillCommandPurpose
Scenario/finance-scenarioBest/base/worst-case modeling
Sensitivity/finance-sensitivityVariable impact analysis
Cash Flow Stress/finance-cashflow-stressLiquidity risk modeling
Unit Economics/finance-unit-economicsCAC, LTV, margin analysis
Ratios/finance-ratiosLiquidity, profitability, leverage ratios

Artifact Flow

.singularskills/finance/<project>/
  01-assess.md      ← Data validation summary
  02-plan.md        ← Strategic financial plan
  03-forecast.md    ← Revenue and cash flow projections
  04-budget.md      ← Departmental budgets
  05-model.md       ← Financial models
  06-review.md      ← Performance review and reforecast

Skills in this domain

11 skills in this domain

Phase 1: Assess

Consolidate and validate financial data for planning and analysis.