---
name: finance-analysis-brief
description: Produce a grounded finance analysis brief or memo from files, data, filings, transcripts, models, or user-provided facts. Use for business cases, unit economics, variance analysis, investor-style research, board finance analysis, pricing or monetization analysis, and strategic finance questions.
---

# Finance Analysis Brief

Answer finance questions with provenance, calculations, assumptions, and decision implications. This skill produces analysis, not a full model unless the user asks for one.

## Workflow

1. Read `../../references/finance-workflow.md`.
2. Clarify the decision supported if it is not obvious.
3. Gather sources:
   - user-provided files and notes
   - existing models or exports
   - primary filings/transcripts when the question concerns public companies or current disclosed data
   - external research only when it materially affects the answer
4. Build an evidence ledger separating source facts, derived calculations, assumptions, and interpretations.
5. Run the analysis:
   - compute only what the sources support
   - normalize units and periods explicitly
   - use ranges/scenarios where precision would be fake
   - explain what would change the answer
6. Check the answer against the shared verification checks.
7. Write the brief.

## Brief Shape

```markdown
# [Question]

## Answer

## What The Numbers Say

## Evidence Ledger

## Assumptions And Sensitivities

## Risks / Caveats

## Open Questions

## Sources
```

## Rules

- Lead with the answer, then support it.
- Call out whether a number is source-disclosed, derived, illustrative, assumption-driven, or unverified.
- Do not bury weak evidence in confident prose.
- For finance research writing, use plain English for mixed technical/business audiences.