# For CFOs & Finance Leaders

**Build AI agents that save $50K+/month through automated financial intelligence, real-time reporting, and predictive analytics.**

---

## Your Pain Points

- ❌ Board decks take 8+ hours to prepare manually
- ❌ Financial forecasts are outdated by the time they're done
- ❌ Manual variance analysis misses early warning signs
- ❌ Cash flow projections rely on static spreadsheets
- ❌ Investor reporting is time-consuming and error-prone

## What You Can Build

### 🎯 Quick Win: CFO Dashboard Agent (15 minutes)

**ROI:** Save 10+ hours/week on reporting

**Skills:** 2 skills

```
financial_metrics_calculator → dashboard_generator
```

**What it does:**

- Automatically calculates key metrics (ARR, burn rate, runway)
- Generates real-time financial dashboards
- Tracks against budget and forecast
- Alerts on threshold breaches

**Time saved:** 8 hours/week → 30 minutes/week

[See implementation guide →](../QUICK_WINS.md#15-minute-win-cfo-dashboard)

---

### 🚀 High-Impact: Financial Intelligence Engine (1 hour)

**ROI:** $50K+/month in time savings and decision speed

**Skills:** 5 skills

```
financial_metrics_calculator → variance_analyzer → forecast_builder →
cash_flow_projector → board_reporting_generator
```

**What it does:**

- Real-time financial metrics and KPIs
- Automated variance analysis with explanations
- Multi-scenario forecasting (best/worst/likely)
- 13-week cash flow projections
- One-click board-ready reports

**Impact:**

- Board prep time: 8 hours → 15 minutes
- Forecast accuracy: +25%
- Earlier detection of financial issues

[See step-by-step recipe →](../SKILL_CHAINS.md#recipe-4-financial-intelligence)

---

### 💼 Enterprise: Full FP&A Stack (Half day)

**ROI:** $100K+/month in CFO/finance team time

**Skills:** 8 skills

```
financial_metrics_calculator → variance_analyzer → forecast_builder →
scenario_planner → cash_flow_projector → budget_tracker →
investor_reporting → audit_trail_generator
```

**What it does:**

- Complete financial intelligence platform
- Automated variance analysis and root cause identification
- Multi-dimensional scenario planning
- Real-time budget vs. actual tracking
- Investor-grade reporting packages
- SOX-compliant audit trails

**Impact:**

- Finance team efficiency: 3x increase
- Decision speed: Days → hours
- Forecast accuracy: 85%+ vs. 60%

---

## Top 10 Skills for Finance Leaders

### Core Financial Metrics

1. **financial_metrics_calculator** — ARR, burn rate, CAC, LTV, runway
2. **revenue_recognition** — ASC 606 compliance automation
3. **cash_flow_projector** — 13-week cash flow forecasting

### Analysis & Planning

4. **variance_analyzer** — Budget vs. actual with root causes
5. **forecast_builder** — Multi-scenario financial projections
6. **scenario_planner** — Model growth scenarios instantly

### Reporting

7. **board_reporting_generator** — One-click board decks
8. **investor_reporting** — Investor update packages
9. **dashboard_generator** — Real-time executive dashboards

### Compliance & Audit

10. **audit_trail_generator** — SOX-compliant documentation

[Browse all 33 FinOps skills →](../directory.md)

---

## Real Results

### Case Study: SaaS Startup ($30M ARR)

**Company:** B2B SaaS, 100 employees, $30M ARR
**Challenge:** CFO spending 15 hours/week on board reports and forecasts

**Solution:** Deployed financial intelligence engine

**Results:**

- ⚡ Board prep time: 8 hours → 15 minutes (95% reduction)
- 📈 Forecast updates: Weekly → daily (real-time)
- 💰 CFO time savings: $50K+/month value
- 🎯 Decision speed: 10x faster financial insights
- 📊 Forecast accuracy: 60% → 85%
- 🔍 Early issue detection: 30 days earlier warning

**Payback period:** Week 1

---

## Common Skill Chains for Finance

### Board Reporting Automation

```
financial_metrics_calculator → variance_analyzer → board_reporting_generator
```

**Use when:** Monthly/quarterly board meetings

### Real-Time Financial Dashboard

```
financial_metrics_calculator → dashboard_generator → alert_manager
```

**Use when:** Need continuous financial visibility

### Forecast & Planning

```
forecast_builder → scenario_planner → cash_flow_projector → sensitivity_analyzer
```

**Use when:** Annual planning, fundraising, what-if analysis

### Investor Relations

```
financial_metrics_calculator → investor_reporting → pitch_deck_generator
```

**Use when:** Fundraising, investor updates, due diligence

### Budget Management

```
budget_tracker → variance_analyzer → forecast_builder → reforecasting_engine
```

**Use when:** Monthly close, budget reviews, reforecasting

---

## Getting Started

### Step 1: Install Finance Skills

```bash
npm install @skene/skills-directory
npx skills-directory install --target all
```

### Step 2: Choose Your Quick Win

Pick the quick win that matches your time investment:

- **15 minutes:** [CFO Dashboard Agent](../QUICK_WINS.md#15-minute-win-cfo-dashboard)
- **1 hour:** Financial Intelligence Engine
- **Half day:** Full FP&A Stack

### Step 3: Deploy & Measure

- Connect to your financial systems (QuickBooks, NetSuite, etc.)
- Run on historical data to validate
- Deploy to production
- Measure time savings

---

## ROI Calculator

**Your Finance Team:**

- CFO time on reporting: **\_** hours/week
- Finance team size: **\_**
- Average time on manual analysis: **\_** hours/week
- Hourly cost (blended): $**\_**

**With Financial Intelligence Engine:**

- Reporting time reduction: 90%
- Analysis time reduction: 70%
- Total hours saved/week: **\_** hours
- Monthly savings: **\_** hours × 4 weeks × $_____ = **$**\_**/month\*\*
- Annual savings: **$**\_**/year**

**Typical Results:**

- Startup ($10M ARR): $30K-$50K/month saved
- Growth ($50M ARR): $80K-$120K/month saved
- Enterprise ($200M+ ARR): $200K+/month saved

---

## Financial System Integrations

Our FinOps skills integrate with leading financial platforms:

✅ **QuickBooks** — Real-time financial data
✅ **NetSuite** — ERP integration
✅ **Stripe** — Revenue and billing data
✅ **Salesforce** — Revenue pipeline
✅ **Excel/Google Sheets** — Existing models
✅ **Sage Intacct** — Multi-entity accounting
✅ **Xero** — Cloud accounting
✅ **Bill.com** — AP/AR automation

Each skill maintains audit trails and data integrity for SOX compliance.

---

## Metrics Tracked Automatically

**SaaS Metrics**

- ARR, MRR, bookings, billings
- CAC, LTV, LTV:CAC ratio
- Net revenue retention (NRR)
- Gross margin, contribution margin

**Cash & Runway**

- Cash balance and runway months
- Burn rate (gross, net)
- 13-week cash flow projection

**Growth & Efficiency**

- Revenue growth rate
- Magic number
- Rule of 40
- Operating leverage

**Unit Economics**

- CAC payback period
- Months to profitability
- Customer acquisition metrics

---

## Compliance & Security

All finance skills are built with compliance in mind:

- **SOX Compliance**: Automated audit trails
- **GAAP/IFRS**: Revenue recognition standards
- **Data Security**: Encrypted data, role-based access
- **Version Control**: Track all formula and assumption changes
- **Approval Workflows**: Multi-level approval gates

---

## Next Steps

1. **Quick Win:** Start with CFO dashboard (15 min)
2. **Explore:** Browse [all finance skill chains](../SKILL_CHAINS.md)
3. **Community:** Share your finance automation wins
4. **Scale:** Build custom financial models

---

## Additional Resources

- [Complete Skills Directory](../directory.md) — Browse all 33 FinOps skills
- [Skill Chain Cookbook](../SKILL_CHAINS.md) — 36+ ready-to-use recipes (includes [Recipe 2: Financial Intelligence](../SKILL_CHAINS.md#recipe-2-financial-intelligence-dashboard) and [Recipe 36: FinOps Standalone](../SKILL_CHAINS.md#recipe-36-finops-standalone-dashboard))
- [Playbooks](../PLAYBOOKS.md) — Niche playbooks and exact data to wire (billing, Stripe)
- [Value & ROI Guide](../VALUE.md) — Detailed ROI calculations
- [Security Best Practices](../../SECURITY_POLICY.md) — SOX compliance guide

---

**Ready to save $50K+/month?** Install now and deploy your first agent in 15 minutes.

```bash
npm install @skene/skills-directory
```
