Finance · phase

Phase 6: Review

Monitor performance against budget and reforecast as needed.

/finance-review <project>

Purpose

The Review phase compares actual financial performance against the budget and forecast, identifies variances, and produces updated forecasts when conditions change materially.

Prerequisites

Requires .singularskills/finance/<project>/05-model.md from the Model phase; the skill's gate checks it.

What It Does

  1. Reads actual results and compares against budget and forecast
  2. Calculates variances by department, account, and KPI
  3. Identifies root causes for significant variances
  4. Determines whether a reforecast is warranted
  5. Updates projections if conditions have changed
  6. Writes the review to .singularskills/finance/<project>/06-review.md

Output

Creates .singularskills/finance/<project>/06-review.md containing:

  • Budget vs. actual comparison with variances
  • KPI dashboard with target vs. actual
  • Variance root cause analysis
  • Reforecast recommendations or updated projections

Phase 5: Model

Build valuation, DCF, and scenario models for strategic decisions.

Scenario

Best-case, base-case, and worst-case financial modeling.