finance-first-pass-deliverables

name	finance-first-pass-deliverables
description	Produce structured first-pass finance deliverables and iterate with human validation, keeping work close to spreadsheets, decks, and source files.

Purpose

Help finance teams generate cleaner first drafts for common analyses and client-ready materials, while emphasizing human review for high-stakes decisions.

When to use

• You need a structured first draft for a finance task (memo, model notes, slide outline).
• You want the assistant to ask clarifying questions and assumptions before producing outputs.
• You want outputs that fit common finance deliverable conventions.

Instructions

1. Clarify the deliverable
   • What format: spreadsheet updates, slides, or a written summary?
   • Who is the audience and what decision will it support?
   • What constraints: time horizon, currency, accounting standard, valuation method?
2. Collect inputs and state assumptions
   • List required inputs.
   • If inputs are missing, state assumptions explicitly.
3. Do the analysis in steps
   • Break work into small, verifiable steps.
   • For complex tasks, keep intermediate tables and checks.
4. Produce a polished first pass
   • Use clear structure (headings, tables) and consistent formatting.
   • Prefer specific, focused answers over a generic summary.
5. Require validation
   • Highlight any numbers, claims, and sources that must be verified.
   • Recommend a human review before external sharing.

Examples

See:

• templates/analysis-brief.md
• templates/assumptions-checklist.md

Source

• https://claude.com/blog/opus-4-6-finance