| name | cfo-briefing |
| description | Use when preparing a concise CFO-ready operating brief from finance data, KPIs, risks, cash, revenue, AR, forecast, and close-status inputs. |
CFO Briefing
Use this skill to turn messy finance inputs into an executive-ready operating brief.
Inputs
- KPI exports, financial statements, forecast, pipeline, cash position, AR/AP aging, close status, and board or investor questions.
- Prior-period comparisons, budget, forecast, and materiality threshold.
- Known risks, decisions needed, and audience.
Workflow
- Identify the briefing audience and time horizon: weekly operator update, board prep, investor update, lender update, or internal leadership meeting.
- Extract the most decision-relevant changes in cash, revenue, margin, burn, runway, collections, bookings, churn, forecast, and close status.
- Separate facts, interpretations, risks, and asks.
- Call out what changed since the prior period and why it matters.
- Keep the brief short enough for an executive to scan before a meeting.
Output
Return:
- Headline: one sentence on the state of the business.
- Metrics table with current value, prior value, plan/forecast, variance, and note.
- Key risks and mitigations.
- Decisions needed.
- Appendix items or data gaps.
Guardrails
- Do not overstate precision when inputs are preliminary.
- Do not bury cash, runway, covenant, or collection risks.
- Do not invent causal explanations. Mark them as hypotheses if not proven.
- Keep customer-sensitive and employee-sensitive details out of general executive summaries unless needed.
