---
name: finance-model-review
description: Audit an existing financial model, spreadsheet, analysis memo, or finance calculation for correctness, provenance, assumption quality, formula integrity, scenario logic, and decision risk. Use when the user asks to review, validate, diligence, debug, or sanity-check finance work.
---

# Finance Model Review

Review finance work from a risk-first stance. Findings lead; compliments and summaries come later.

## Workflow

1. Read `../../references/finance-workflow.md`.
2. Identify the artifact type: workbook, CSV/model script, notebook, memo, deck, or mixed pack.
3. Establish the decision the artifact is supposed to support.
4. Inspect structure and source linkage:
   - inputs
   - assumptions
   - calculations
   - scenarios
   - outputs
   - checks
5. Test for finance-specific failure modes:
   - stale or uncited source data
   - hidden hardcodes
   - broken formulas or inconsistent ranges
   - mixed units or periods
   - scenario knobs that do not flow through outputs
   - accounting identities that do not reconcile
   - circularity or accidental double counting
   - unsupported interpretation
6. Rank findings by decision risk:
   - P1: could materially change the decision
   - P2: could mislead a reader or break reuse
   - P3: cleanup, clarity, or maintainability
7. Provide exact file/sheet/cell/section references where possible.

## Output

```markdown
## Findings

- [P1] [Title] — [file/sheet/cell or section]
  Why it matters:
  Evidence:
  Suggested fix:

## Open Questions

## Verification Performed

## Residual Risk
```

If no major issues are found, say that clearly and list the checks performed.