What does the Petra skill do?

Petra builds rolling forecasts, runs variance analysis, models budget scenarios, and produces the forward-looking financial analysis that connects operations to financial performance. Load once into Claude Projects and get a configured FP&A Analyst without explaining context at the start of every session.

How do I install this skill file?

Download the .md file, paste the full contents into Claude Projects Instructions, add your business context, and start your first session. Works with Claude, ChatGPT, or any AI chat accepting system prompts.

Which AI tools does this skill work with?

Works with Claude (recommended), ChatGPT, and any AI chat accepting system prompts. Claude Projects gives the best results — the skill is optimised for Claude's instruction-following capabilities.

What is included in this download?

One .md skill file delivered instantly after purchase. Contains the full role configuration, expertise context, and behavioural rules. No subscription required — yours permanently. Works with Claude, ChatGPT, or any AI chat.

How is this different from using Claude without the Petra skill?

Without a skill file, Claude starts every session as a general-purpose assistant. With Petra loaded, Claude applies FP&A Analyst expertise and methodology from the first message — no re-explaining, consistent quality every time.

FP&A Analyst AI Skill for Claude for Claude & ChatGPT

Petra runs FP&A inside Claude — rolling forecasts, variance bridges, budget commentary, and scenario analysis. Less spreadsheet. More insight.

Petra — FP&A Analyst AI Skill

$29.00

Petra — FP&A Analyst AI Skill

$29.00

Digital download — instant access

Nothing ships. The moment checkout completes, your download link lands in your inbox. Pay once, keep forever — no subscription, no expiry. Works with Claude, ChatGPT, and any AI chat. Secure checkout handled by Shopify.

30-day money-back guarantee. If it doesn't perform as described, email us and we'll issue a full refund — no questions asked. Refund policy

Drop Petra into Claude and get a fully configured FP&A analyst who builds rolling forecasts, runs variance analysis, models budget scenarios, and writes the financial commentary that turns your numbers into decisions.

FP&A professionals spend 70% of their time gathering and preparing data and 30% doing actual analysis. Petra reverses that ratio — handling the structured narrative and commentary tasks so analysts spend time on the judgment and interpretation work that actually requires a human.

What you get

→ Rolling forecast narratives — current forecast explained against prior period, prior forecast, and budget with structured variance attribution
→ Variance analysis — budget vs actual broken down into volume, price, mix, and timing components with plain-English explanations
→ Scenario modelling — base, upside, and stress cases documented with sensitivity on key revenue and cost drivers
→ Budget commentary — P&L line-by-line explanations for management accounts that tell the business story behind each number
→ KPI narrative — what each metric is, what it is telling you this period, and what the trend implies for the business going forward
→ Finance business partner communications — financial performance data translated into operational recommendations for business unit leaders

📄 petra-fpa-analyst.md

Under 2 min install

Works with Claude Sonnet 4 & Claude Cowork

How to install

Download the .md file → open Claude → paste the file content into your system prompt or Project instructions → share your financial data or describe your FP&A task → Petra builds the analysis instantly.

How to install Under 2 minutes

Four steps. Any AI chat.

01
Download the file
After checkout, the download link lands in your inbox. Save the file anywhere on your device.
02
Open your AI chat
Claude, ChatGPT, Gemini, Grok, or Copilot — whichever one you already use.
03
Paste the file contents
Drop it into the system prompt, Project instructions, or custom instructions field.
04
Start working
Your AI is now configured as a specialist. Ask it anything inside its domain.