Board Finance Pack Explainer
High-level financial data is often impenetrable for non-finance board members.
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Example session with this skill installed
Convert this: Revenue £1.2m (Budget £1.5m), Staff costs £600k (Budget £550k), Cash £200k (down from £450k). Management says a major contract was delayed and recruitment was front-loaded.
- Read your context and instructions
- Compiled the board finance explainer
One-line summary: Generated board-level finance commentary focusing on revenue shortfall and cash pressure.
Board Finance Pack Explainer
Reporting Context
- Business area: General Operations
- Period covered: Monthly Management Accounts
- Source material: Internal summary notes
- Board audience: Directors/Founders
- Key limitation: Commentary based on management's verbal explanation of delays.
Executive Financial Narrative
Performance for the period shows a significant variance to budget, driven by a 20% revenue shortfall and unbudgeted staff expenditure. The resulting cash bridge shows a £250k reduction, placing immediate pressure on working capital.
Board Highlights
| Area | What changed | Why it matters | Board attention needed |
|---|---|---|---|
| Revenue | £300k below budget | Missing 20% of target impacts full-year run rate | High: Review pipeline conversion |
| Staff Costs | £50k over budget | Combined with low revenue, this tightens margins | Medium: Review hiring plan |
| Cash | 55% reduction | Liquidity buffer is significantly eroded | Critical: Review cash runway |
Key Movements and Explanations
| Item | Movement | Supported explanation | Possible implication | Follow-up question |
|---|---|---|---|---|
| Revenue | -£300k | Delayed contract start | Revenue may be recovered, not lost | Is the contract signed or still in legals? |
| Cash | -£250k | Delayed receipts + front-loaded hiring | Reduced operational runway | What is the minimum cash balance required for payroll? |
Questions for Management
- What is the specific revised start date for the delayed £300k contract?
- Why was recruitment front-loaded if revenue targets were not being met?
- What is the impact on our bank covenants given the £200k cash position?
Action Prompts
| Action | Owner | Timing | Next step |
|---|---|---|---|
| Cash flow re-forecast | CFO | 48 hours | Weekly 13-week forecast update |
| Recruitment freeze | CEO | Immediate | Pause all non-essential hiring |
Next steps
- Verify the legal status of the delayed contract.
- Update the 13-week cash flow forecast.
- Distribute this summary to the Finance Committee.
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About this skill
High-level financial data is often impenetrable for non-finance board members. This skill converts management accounts, budgets, and forecasts into clear, actionable narratives that highlight risks and drive governance decisions. It bridges the gap between raw spreadsheets and board-ready commentary.
What it does
- Executive Narrative generation to provide a concise summary of financial health and performance against budget.
- Trend analysis to explain material movements in income, staff costs, margins, and working capital.
- Risk identification to flag cash pressures, covenant risks, and forecast optimism.
- Governance support by drafting strategic questions for management and finance leads.
- Content auditing to review existing finance packs for vague language or unsupported claims.
How it works
- Context identification to set the reporting period, audience, and organization type.
- Data extraction to separate raw figures from management's stated interpretations.
- Synthesis to build the board highlights and movement tables based on materiality.
- Drafting to produce plain-English summaries and action prompts for directors.
Frameworks & tools
This skill works with data extracted from ERPs, accounting software like Xero or NetSuite, and Excel-based management packs. It outputs GitHub-flavored Markdown.
Why this beats prompting it yourself
Generic prompts often hallucinate causes for variances or use overly optimistic language that hides financial risk. This skill enforces strict boundaries between facts and hypotheses, ensuring board members receive objective, risk-aware commentary instead of vague fluff.
Use cases
- Converting monthly management accounts into formal board meeting papers.
- Drafting finance committee notes for non-profit trustees.
- Reviewing CFO drafts to identify missing evidence or unexplained jargon.
- Preparing founders for investor board meetings by anticipating financial questions.
Known limitations
Does not provide regulated investment, tax, or insolvency advice. It cannot certify the accuracy of figures or replace a qualified auditor. Requires source data to be provided in text or table format.
Find more skills like this on the Claude Skills Marketplace, the Codex Skills Marketplace and the Gemini Skills Marketplace, or browse Claude Skills for Finance & Accounting.
No formal audit/tax advice. Cannot verify figure accuracy. Requires text/table data input. Does not support direct file uploads of proprietary binary formats.
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