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Found 6 Skills
Master the AI tools that transform financial operations. From bookkeeping to forecasting, manage money smarter and make data-driven financial decisions. Use when "finance, accounting, budgeting, forecasting, FP&A, bookkeeping, expense management, finance, accounting, budgeting, forecasting, fpa, expenses" mentioned.
Use this skill when building budgets, conducting variance analysis, implementing rolling forecasts, or allocating costs. Triggers on FP&A, budgeting, variance analysis, rolling forecasts, cost allocation, headcount planning, department budgets, and any task requiring financial planning or budget management.
Guides actuarial work for insurance and reinsurance—pricing and rate adequacy, reserving and IBNR, loss development and triangles, mortality/morbidity and lapse assumptions, experience studies and credibility, capital and risk metrics at overview level, product design tradeoffs (life, health, P&C, annuity), and regulatory reporting concepts (NAIC, IFRS 17, Solvency II overview—not legal advice). Use when the user mentions actuary, actuarial, IBNR, loss development, reserve analysis, mortality table, pricing insurance, experience study, IFRS 17, loss ratio, combined ratio, credibility, or asks for assumption documentation and model governance for insurance products—not generic FP&A (financial-analyst), investment banking valuation (comps-analysis, dcf-model), legal policy interpretation (commercial-counsel), clinical trials, software-only implementation (senior-software-engineer), or broad GRC without actuarial models (compliance-engineer).
Model best-case, worst-case, and likely revenue scenarios with sensitivity analysis for strategic planning
Bilflo integration. Manage data, records, and automate workflows. Use when the user wants to interact with Bilflo data.
Use this skill when a CFO, VP Finance, Controller, or Head of Finance needs to orchestrate the full financial operations of a company — from strategic financial planning and investor reporting to day-to-day control of accounts payable, accounts receivable, payroll, tax compliance, and revenue operations. This is the top-level financial orchestrator that commissions all finance sub-skills, maintains the single source of truth for all company numbers, drives budget allocation, manages cash flow, ensures regulatory compliance, and produces board-ready financial reports. Trigger this skill when anyone needs a comprehensive view of company finances, a board pack, a fundraising data room, or needs to coordinate across invoicing, payroll, commissions, procurement, taxes, and expenses simultaneously.