Petra — FP&A Analyst AI Skill
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.
Instant download · 30-day money-back guarantee. Pay once, keep forever — no subscription. 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
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.
# 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.
Four steps. Any AI chat.
- 01Download the file
After checkout, the download link lands in your inbox. Save the file anywhere on your device.
- 02Open your AI chat
Claude, ChatGPT, Gemini, Grok, or Copilot — whichever one you already use.
- 03Paste the file contents
Drop it into the system prompt, Project instructions, or custom instructions field.
- 04Start 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.
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.