Finance Prompts

Write an Excel formula to [DESCRIBE TASK].

Data context:
- Column A: [DATA TYPE]
- Column B: [DATA TYPE]

Requirements:
- Handle errors (IFERROR)
- Use array formulas if efficient
- Explain how the formula works step-by-step

Write a financial analysis commentary based on these variances.

Revenue: [Actual vs Budget %]
Expenses: [Actual vs Budget %]
Net Income: [Actual vs Budget %]

Key Drivers:
[LIST REASONS FOR VARIANCE]

Structure:
1. Executive Summary
2. Revenue Analysis (Volume vs Price mix)
3. Expense Analysis (Fixed vs Variable)
4. Profitability Impact
5. Recommendations for next month

Create a budget template for [PROJECT/DEPARTMENT].

Total Budget: [AMOUNT]
Timeline: [DURATION]
Key Cost Categories: [LIST CATEGORIES]

Provide:
1. Allocation % recommendation per category
2. Line items to include under each category
3. Contingency buffer recommendation
4. Tracking method suggestion

Draft an investment thesis for [COMPANY/ASSET].

Asset Class: [Stock/Real Estate/Crypto]
Current Price: [PRICE]
Target Price: [TARGET]

Sections:
1. The Opportunity (Why now?)
2. Key Catalysts (Events that will drive price)
3. Competitive Moat
4. Valuation Analysis (Why it's cheap)
5. Risks & Mitigations
6. Conclusion (Buy/Hold/Sell)

Create an audit preparation checklist for [PROCESS, e.g., Accounts Payable].

Risk Level: [High/Medium/Low]

List:
1. Documents to gather (Invoices, POs, Approvals)
2. Reconciliations to perform
3. Process controls to verify
4. Common red flags to check for
5. Interview questions for process owners

Design a SaaS Finance Dashboard specification.

Stage: [Seed/Series A/Public]
Business Model: [Subscription/Usage-based]

Define these metrics (Formula + Why it matters):
1. MRR/ARR
2. Churn (Logo vs Revenue)
3. CAC (Customer Acquisition Cost)
4. LTV (Lifetime Value)
5. Burn Rate & Runway
6. Net Dollar Retention (NDR)

Develop a cost reduction plan for a [COMPANY TYPE].

Target Savings: [AMOUNT/%]
Focus Areas: [OpEx/COGS/Headcount]

Strategies:
1. Vendor negotiation tactics
2. Process automation opportunities
3. Waste reduction
4. Software license consolidation

Prioritize by: Ease of implementation vs. Impact.