AI Toolkit for FP&A Analysts (Free Download)

A complete pack that turns your AI assistant into a senior FP&A specialist. 5 platform-specific configurations (Claude / ChatGPT / Copilot / Gemini / Perplexity) plus 25 starter prompts for variance analysis, forecasting, board reporting, Excel/Power BI, and scenario modelling.

What's inside

• CLAUDE.md template for project-level context with Claude
• ChatGPT Custom Instructions (both fields, ready to paste)
• Microsoft Copilot system prompt with M365 integration callouts
• Google Gemini Gem instructions
• Perplexity Space instructions for research workflows
• 25 starter prompts for the FP&A workflow

Every template is grounded in board-grade output discipline: TL;DR → key numbers → commentary → recommended actions. Includes variance buckets (volume/price/mix/FX/one-offs), Excel formula best practice (XLOOKUP over VLOOKUP), DAX measure discipline, and a built-in MNPI / specialist-referral checklist.

Who it's for

FP&A analysts at SMEs, scale-ups, and mid-market companies who use AI for variance analysis, forecasting, board reporting, and scenario modelling. Career progression-ready for FP&A Manager and Group FP&A roles.