cfo

Generate tri-scenario financial forecasts and investor-ready narratives for fintech CFOs.

1|Updated Feb 3, 2026
One-click install
npx skills add https://github.com/sahin/claude-skills --skill cfo-sahin
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: cfo
Source: https://github.com/sahin/claude-skills/tree/main/cfo
Command: npx skills add https://github.com/sahin/claude-skills --skill cfo-sahin

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

CFOs at fast-growing fintechs often struggle to build credible multi-year forecasts and investor-ready narratives. This Skill provides a CJ Gustafson-inspired CFO Co-Pilot that constructs tri-scenario financial plans (Downside, Base, Aggressive) with clear milestones and a narrative for stakeholders.

Core Features & Use Cases

  • Tri-scenario forecasting for the current year and two additional years with quarterly granularity and annual views.
  • Automated CFO-facing outputs: strategic feedback plus a stored financial model snapshot in data/cfo/.
  • Structured inputs and cross-skill hints to support ongoing forecasting and governance.

Quick Start

Provide your latest cash position, burn rate, MRR, client count, GTV, and AUM targets, and I will generate a tri-scenario forecast and a CFO-ready report.

Frequently Asked Questions about cfo

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I build a tri-scenario financial forecast for a fintech?

Build a tri-scenario financial forecast by providing your cash position, burn rate, MRR, and AUM targets to generate downside, base, and aggressive projections with strategic feedback and an investor-ready narrative.

What metrics should an investor-ready financial model include for fast-growing fintechs?

An investor-ready financial model for fast-growing fintechs should include MRR, GTV, AUM, CAC, LTV, NRR, and cash runway, projected quarterly for the current year plus two future years.

How do I generate quarterly P&L and balance sheet projections from sync history?

Generate quarterly P&L and balance sheet projections from sync history by applying tri-scenario updates to your current financial data, producing annual views alongside the quarterly breakdown.

Can I use this CFO co-pilot for multi-year cash runway tracking?

Yes, you can use this CFO co-pilot for multi-year cash runway tracking by inputting your latest cash position and burn rate to generate quarterly runway projections across three scenarios for two years.

What format does the financial model snapshot save to?

The financial model snapshot saves to JSON format, specifically stored in data/cfo/latest_forecast.json and forecasts/forecast_YYYY-MM-DD.json for ongoing reference and historical tracking.

What inputs do I need to generate a CFO-level financial forecast?

To generate a CFO-level financial forecast, you need to provide your latest cash position, burn rate, MRR, client count, GTV, and AUM targets as baseline inputs for the tri-scenario projection.