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Pm-claude-skills financial-model-narrative

Turn financial model outputs into a clear written narrative. Use when asked to write a financial narrative, explain a financial model, summarise a P&L, or translate spreadsheet numbers into a board-ready story. Produces an executive narrative with key insights, drivers, and forward-looking commentary.

install
source · Clone the upstream repo
git clone https://github.com/mohitagw15856/pm-claude-skills
Claude Code · Install into ~/.claude/skills/
T=$(mktemp -d) && git clone --depth=1 https://github.com/mohitagw15856/pm-claude-skills "$T" && mkdir -p ~/.claude/skills && cp -r "$T/plugins/pm-finance/skills/financial-model-narrative" ~/.claude/skills/mohitagw15856-pm-claude-skills-financial-model-narrative && rm -rf "$T"
manifest: plugins/pm-finance/skills/financial-model-narrative/SKILL.md
source content

Financial Model Narrative Skill

Turns financial model outputs into a clear, structured written narrative suitable for board packs, investor updates, or management reporting.

Required Inputs

  • Financial data (paste key figures: revenue, costs, margins, EBITDA, cash)
  • Period covered (month / quarter / annual / multi-year)
  • Audience (board / investors / management / bank / internal)
  • Key message (what is the headline story?)
  • Actuals vs budget / prior period? (comparison context)

Output Structure

1. Headline Summary

3-5 sentences. The financial story in plain English. Lead with the most important insight — not "revenue was X" but what that figure means.

2. Revenue

  • Performance vs prior period / budget
  • Key drivers: what caused the movement
  • Risks or opportunities in the revenue line

3. Costs and Margins

  • Gross margin: % and trend
  • Key cost movements and why
  • EBITDA performance and drivers
  • One-off items clearly flagged

4. Cash and Balance Sheet

  • Cash position and movement
  • Runway (for startups)
  • Key working capital movements

5. Variance Analysis

For each significant variance:

[Line item] — Over/Under by [amount]

  • Cause: [Plain English explanation]
  • Permanent or temporary? One-time / Structural
  • Action being taken: [If applicable]

6. Forward-Looking Commentary

  • Expected next period
  • Key risks to forecast
  • Key opportunities
  • Any reforecast or guidance change

Writing Rules

  • Never just restate a number — always explain what it means
  • Flag variances over 10% automatically
  • Use past tense for actuals, conditional for forecast
  • One insight per paragraph

Quality Checks

  • Headline summary leads with meaning, not just the number
  • Every significant variance has a cause, permanence, and action
  • Forward-looking commentary includes specific risks and opportunities
  • Audience-appropriate language (board vs investor vs management)
  • One-off items clearly distinguished from recurring items

Example Trigger Phrases

  • "Write a financial narrative for these results: [paste numbers]"
  • "Turn this P&L into a board narrative"
  • "Write the finance section of our board pack"
  • "Explain these financial results in plain English"