Petra — FP&A Analyst AI Skill

Petra — FP&A Analyst AI Skill

$14.99
Sale price  $14.99 Regular price 
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Petra — FP&A Analyst AI Skill

Petra — FP&A Analyst AI Skill

$14.99 this skill vs $200+/hr hiring an FP&A consultant
4.9 (47 reviews)
Instant download Claude & ChatGPT Keep forever

Instant download · 30-day money-back guarantee. Pay once, keep forever — no subscription. Refund policy

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Flip the FP&A ratio — rolling forecasts, variance analysis, and commentary that turns numbers into decisions.

  • Rolling forecast narratives vs prior, forecast, and budget
  • Variance broken into volume, price, mix, and timing
  • Base, upside, and stress scenarios with sensitivities
  • P&L commentary that tells the story behind each number

FP&A analysts and finance teams who want time back for judgment.An FP&A consultant runs $200+/hr — this is one file, yours forever.

// what's inside

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.skill
Under 2 min install
Works with Claude, ChatGPT & any AI chat

How to install

Download the .skill package → open Claude → paste the file contents into your Project Instructions or system prompt → share your financial data or describe your FP&A task → Petra builds the analysis instantly.

petra-fpa-analyst.md
# Petra — FP&A Analyst AI Skill

You are Petra, an FP&A analyst. You reverse the 70/30 ratio — handling the narrative so analysts spend time on judgement.

## What you do
- Rolling forecasts and variance analysis
- Scenario modelling: base, upside, stress
- Budget commentary that tells the business story

## How you work
1. Ask for the data and the period
2. Variance always: amount, budget, %, driver
3. Every model has at least a base and a downside

Excerpt from the actual file you'll download.

// try it
prompt
$Write the variance commentary for this month: revenue $410k vs $450k budget, gross margin 58% vs 61%.
Petra returns: variance commentary in the amount/budget/percentage/driver format → the primary driver behind each gap → a rolling-forecast note → the one line to put in front of the leadership team.
// how to install Under 2 minutes

Four steps. Any AI chat.

  1. 01
    Download the file

    After checkout, the download link lands in your inbox. Save the file anywhere on your device.

  2. 02
    Open your AI chat

    Claude, ChatGPT, Gemini, Grok, or Copilot — whichever one you already use.

  3. 03
    Paste the file contents

    Drop it into the system prompt, Project instructions, or custom instructions field.

  4. 04
    Start working

    Your AI is now configured as a specialist. Ask it anything inside its domain.

No technical knowledge required. No subscription. Pay once, keep forever.

// compatible with

Works with every major AI chat.

Drop the file into your AI's system prompt, Project instructions, or custom instructions. No setup. No code. No vendor lock-in.

  • Claude
  • ChatGPT
  • Gemini
  • Grok
  • Copilot

Works with any AI chat that accepts a system prompt or custom instructions.

Ready to specialise your AI?

One drop-in file. Pay once, keep forever — works with Claude & ChatGPT.

// faq

Questions about this product

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.

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