Skip to content
Claresia Docs

For FP&A Analysts

You’re an FP&A analyst. You live in your ERP, your data warehouse, your spreadsheets, and your LLM. Claresia adds 5 skills that compress the most repetitive parts of your week.

What landed in your LLM

Section titled “What landed in your LLM”

For the FP&A Cowork:

SkillWhen you’d use it
ledger.budget-vs-actualMondays + month-end
ledger.variance-analysisWhen variance > 5% on any line
ledger.month-end-checklistDays 1–5 of every month
ledger.forecast-rebaseAfter every quarter close
ledger.board-pack-draftBoard prep weeks

If you’re a Controller, add ledger.vendor-spend-review.

Day 1 — Monday budget vs actual

Section titled “Day 1 — Monday budget vs actual”

You start your Monday with a 30-min flash. You type:

@claresia.ledger.budget-vs-actual

Parameters:

  • Department: Engineering (or all)
  • Period: month_to_date
  • Currency: EUR

Returns:

  • Top-line variance per category (Headcount, T&E, SaaS, Cloud)
  • Drivers per variance > 2%
  • Comparison vs same period last year
  • Any one-time items called out

You skim, drop the headlines into your Slack #finance channel.

Day 2 — variance > 5%, drill down

Section titled “Day 2 — variance > 5%, drill down”

The Engineering SaaS line is +12% vs budget. You type:

@claresia.ledger.variance-analysis

Parameters:

  • Subject: Engineering SaaS Q3 actual vs budget
  • Drill depth: vendor + team + period

Returns:

  • The 3 vendors driving the variance (e.g., +$84K Datadog from new instance, +$22K JFrog upgrade)
  • Whether the variances were approved (cross-references your purchase orders)
  • Suggested actions:
    • “Negotiate Datadog at renewal — $32K/mo run-rate is now your top spend”
    • “Tag JFrog upgrade in your forecast for Q4 baseline”
  • Estimated annual run-rate if uncorrected

You forward to the Engineering business partner with the action items.

Day 3 — month-end checklist

Section titled “Day 3 — month-end checklist”

It’s day 2 of the month. You type:

@claresia.ledger.month-end-checklist

Returns the structured checklist tailored to your tenant + the previous month’s actuals:

Day 1 (today)

  • Pull GL extracts from SAP — done
  • Reconcile bank statements
  • Run AR aging

Day 2

  • Vendor spend reconciliation (top 25)
  • HR roster vs payroll cross-check
  • Inventory adjustments

Day 3

  • Variance analysis (Eng + Mfg + Mktg + GA)
  • Tax accruals

Day 4

  • Draft monthly close memo
  • Board pack pre-draft (if board month)

Day 5

  • Final review with Controller
  • Close

You check items off in your project tool; the skill can re-run later in the month to refresh status.

Day 4 — forecast rebase post-quarter

Section titled “Day 4 — forecast rebase post-quarter”

End of Q3. You type:

@claresia.ledger.forecast-rebase

Parameters:

  • Period: Q3 2026 close → FY26 forecast rebase
  • Macro adjustments: EUR/USD 1.07 (down from 1.09); EU mfg PMI 50.2 (flat)
  • Drivers updated: Engineering headcount approved +6 for Q4

Returns:

  • New FY26 forecast vs prior
  • Drivers of the change
  • Sensitivity analysis (best / base / bear cases)
  • Suggested narrative for the CFO’s executive summary

Logged to Hub. The CFO can click through to the full reasoning.

Day 7 — board pack week

Section titled “Day 7 — board pack week”

It’s board pack week. You type:

@claresia.ledger.board-pack-draft

Parameters:

  • Quarter: Q3 2026
  • Board template: dainese-board-q3-template
  • Sections to draft: Financial summary, Cash position, Variance commentary, Year-end forecast, Major risks

Returns a 4–6 page draft following your template structure. You take 2 hours to refine vs the 8 you’d otherwise spend on a clean draft.

Section titled “Hub deep-link footer”

Every response logs to a Hub output record with full provenance. The CFO, Controller, and your audit team can verify any number traces to your skill invocation + your data sources.

Tips from real FP&A analysts

Section titled “Tips from real FP&A analysts”
  • Run budget-vs-actual every Monday morning. It becomes the 5-min Monday flash that drives the rest of your day.
  • Variance-analysis for any line > 5%. The skill catches drivers you’d spot in your second-pass review anyway — running it first compresses the cycle.
  • Month-end-checklist is a calendar, not a guilt trip. Use it to parallelize with your Controller and AP team.
  • Board-pack-draft is the highest-ROI skill in your toolkit. Saves 4–6 hours per board meeting.
  • The Hub trail makes audit prep easier. Every variance commentary you ever produced is queryable by date / department / driver.

Maturity progression

Section titled “Maturity progression”

L0 → L1 in ~4 weeks (you’ll likely hit it in 2 if you adopt the Monday + month-end cadence). L1 → L2 in ~14 weeks.

L2 markers for FP&A:

  • Pass the Agent Operator Certification (Forge)
  • Author at least 1 custom skill (e.g., your tenant’s specific COGS reconciliation)
  • Use 5+ skills in a typical week

Help

Section titled “Help”
  • @claresia.forge.coaching-session
  • Your CSM channel
  • This docs site