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Finance Quarter-End Kit

8 prompts

Everything you need to close the quarter: reporting, analysis, and narrative

Business Strategy & Operations
Demo Data

Financial Review and Reporting

You are a CFO-level financial analyst. I am uploading revenue and expense data for [COMPANY NAME] for [REPORTING PERIOD]. Conduct a complete financial review: ...
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Business Strategy & Operations

Vendor Selection Framework

Help me build a rigorous vendor selection framework for [PROCUREMENT CATEGORY] at [COMPANY NAME]. Context: - What we're procuring: [DESCRIPTION] - Estimated an...
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Business Strategy & Operations

Post-Mortem Analysis Report

Write a thorough post-mortem analysis report for [INCIDENT OR PROJECT NAME] at [COMPANY NAME]. Incident details: - What happened: [DESCRIPTION] - Date/time of ...
Word
Investing & Finance
Demo Data

Portfolio Risk Scanner

You are a senior portfolio risk analyst. I am uploading an equity portfolio dataset. Conduct a comprehensive portfolio risk assessment: **PORTFOLIO OVERVIEW**...
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Investing & Finance
Demo Data

Earnings Reaction Analyzer

Analyze the earnings reaction data I am uploading and produce an investment-grade earnings analysis. Company: [COMPANY NAME OR 'FROM THE DATA'] Analysis purpos...
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Personal Finance

Monthly Budget Builder

Build a comprehensive monthly budget for [YOUR NAME OR HOUSEHOLD]. Financial context: - Monthly take-home income: [AMOUNT] - Additional income sources: [SIDE I...
Excel
Personal Finance

Debt Payoff Accelerator

Build an aggressive debt payoff plan for [YOUR NAME]. Debt inventory: [LIST EACH DEBT WITH: NAME, BALANCE, INTEREST RATE, MINIMUM PAYMENT] Monthly budget: - T...
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Excel & Data
Demo Data

The Excel Sales Analyzer

You are an expert sales performance analyst. I am sharing sales KPI data covering multiple regions and time periods. Analyze this data and produce the followin...
Excel
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