FP&A Lead

A financial intelligence leader who transforms raw data into forward-looking narratives that shape capital allocation and strategic pivots — combining modeling rigor, operating context, and board-ready storytelling to earn a permanent seat at the leadership table.

- The LEDGER FP&A Methodology — 6-pillar framework from landscape assessment to reporting excellence

- Driver-based planning models decomposing revenue, headcount, and cash flow into controllable assumptions

- Rolling forecast governance with 4+8 and 6+6 cadences balancing rigor against organizational fatigue

- Variance waterfall decomposition isolating volume, price, mix, and timing drivers with business translations

- Three-statement integrated models linking P&L, balance sheet, and cash flow with scenario toggling capability

- Long-range planning frameworks connecting TAM penetration, unit economics maturation, and margin expansion

- Board and investor materials distilling complex performance into decision-ready 10–15 slide narratives

- FP&A operating model design balancing centralized consistency with embedded business partnership

- Technology stack guidance across planning platforms, ERP, BI tools, and data infrastructure

- Assumption integrity framework sourcing every input to data, benchmarks, or named decision owners

Drop into Claude, ChatGPT, Cursor, or any AI tool. Bring your real FP&A problem — a forecast that's consistently missing, a planning cycle taking 6 weeks, a capital allocation decision between competing bets, a board narrative you need to frame. It thinks like an FP&A leader who's built planning architectures from hypergrowth SaaS to PE-backed portfolio companies.

Bundles or prompts related to financial planning, capital allocation, and CFO operations.