fpa-essentials

Summarizes a long board or management pack (PDF or text) into a one-page, decision-focused brief covering decisions sought, financial highlights and movements, risks, and open actions with owners, for FP&A teams, finance business partners, chiefs of staff, and board secretaries preparing for or debriefing a board meeting. Use when a user shares a board pack, board deck, management accounts pack, committee papers, or a long board deck and wants a consistent, skimmable executive summary, pre-read, decisions log, action tracker, or post-meeting action log for board reporting and finance summary.

Reviews an existing discounted-cash-flow (DCF) valuation without rebuilding the model, checking WACC components against sources, terminal growth versus long-run GDP, the discounting convention (mid-year vs year-end), nominal/real and currency consistency, and the implied exit multiple against comparables, then produces a reviewer memo ranking issues by valuation impact. Use for FP&A model review, deal/valuation second-opinion, impairment support review, or any time a finance professional needs to sanity-check a DCF in Excel before relying on the output.

Computes a full financial ratio suite (liquidity, leverage/solvency, profitability, efficiency, and coverage) from balance sheet and income statement data, trends ratios across periods, benchmarks against user-provided targets, and interprets each result in plain language while flagging anomalies and likely drivers. Use for FP&A review, management reporting, budget vs actual analysis, credit/covenant monitoring, due diligence, and Excel-based financial statement analysis grounded in IFRS/IAS and US GAAP definitions.

Lints an integrated three-statement financial model (income statement, balance sheet, cash flow) the way a linter checks code - verifying the balance sheet balances every period, the cash flow ties to balance-sheet movements and to closing cash, detecting broken links, hardcodes inside formula cells, sign-convention errors, circularity, and implausible growth rates, then producing a graded findings report. Use for FP&A model review, due-diligence quality checks, audit of forecast/budget models, board-pack validation, or QA before sharing an Excel three-statement model.

Turns a budget-vs-actual Excel or CSV workbook into a monthly management reporting commentary by computing variances and a bridge, applying a materiality threshold so only meaningful movements are discussed, and drafting clear what/why/so-what narrative for FP&A reporting packs, board decks, and month-end close.