Six-Stage Finance Operating System: Claude Skills
The six-stage finance operating system for analysts using Claude: how to Frame, Analyse, Value, Execute, Control, and Communicate every deal.
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Practical guides, useful frameworks and AI workflows for the slides that matter. Built for consultants, finance teams and ambitious professionals.
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The six-stage finance operating system for analysts using Claude: how to Frame, Analyse, Value, Execute, Control, and Communicate every deal.
50 ready-to-paste Claude finance prompts for FP&A, treasury, valuation, diligence and reporting, plus the real skill and agent packs behind the numbers.
Claude finance skills for valuation, FP&A and board reporting: 20 free skills, work orders, and the review gate that says where Claude has to stop.
How to roll Claude strategy skills out across a large organization: ownership, review, version control, template enforcement and data handling at scale.
The 10-skill, 5-phase Claude workflow for a full strategy engagement: Frame, Map, Choose, Execute, Communicate. What each step does and how to run it.
We compare the best AI PowerPoint add-in for consultants on editable .pptx, board-ready quality, brand fidelity, and security, with a clear verdict.
An honest, fact-checked Oria vs Beautiful.ai comparison: real pricing, security posture, and which one actually fits the deck you are building.
Claude Tag replaced Claude in Slack for Team and Enterprise plans. Setup steps, who has access, and how strategy teams put it to use.
The best Gamma alternative for consulting decks keeps slides native, editable, and on-brand inside PowerPoint. Compare the tools that fit board-ready work.
Oria vs Plus AI for consulting decks: how an in-PowerPoint visual rendering add-in compares with a template-based AI presentation add-in on brand fidelity.
Which P&L lines survive onto one page, how to show actuals against budget and prior year, and the variance choices a CFO gets questioned on.
How to build a target operating model slide in PowerPoint: the five stacked layers, the manual build, common mistakes, and the one-prompt route with Oria.
How to build a scenario analysis slide in PowerPoint: base, bull, and bear cases, key driver assumptions, a tornado sensitivity view, and the Oria route.
Build a synergy bridge a diligence committee believes: cost against revenue synergies, gross to net of costs to achieve, phasing and run rate.
How to build a football field valuation chart: which methodologies to stack, how to set each range, and what a board asks before it believes the bars.
How to decompose EBITDA, ROIC or revenue into the operating levers beneath it, keep the arithmetic tying, and know how deep to take the tree.
A stakeholder map sorts people by power and interest. The four quadrants, four worked examples, how a RACI matrix differs, and the slide build.
How to build a swimlane diagram for a process review slide: lanes by role, handoffs across lanes, and the fast one-prompt route with Oria.
A competitive landscape maps every rival on two axes and sizes each by share. Four real variants, when each wins, and the PowerPoint build, step by step.
Build a 2x2 matrix slide that survives a board room: picking axes that move independently, plotting honestly, and which variant fits the decision.
How to build a roadmap slide: Now/Next/Later vs dated grids, five real variants, the manual build, common mistakes, and the one-prompt route with Oria.
How to build an executive summary slide with the SCR method: the governing thought, the three SCR bands, and the test for whether it stands alone.
Market sizing explained: TAM, SAM and SOM, top-down versus bottom-up, the assumptions that must stay visible, and worked examples you can copy.
Five waterfall chart variants wear the same floating bars. Which one fits, how to build it in PowerPoint, and the bridges that must reconcile.