Cfo Advisory skills for AI agents

Use this skill when advising on enterprise budgeting, financial planning, forecasting, or FP&A processes. Trigger keywords include budget, forecast, financial plan, FP&A, scenario planning, variance analysis, capital budgeting, rolling forecast, zero-based budgeting, and long-range plan. Applies to annual budget cycles, driver-based planning, budget vs actuals analysis, and connecting corporate strategy to financial targets.

Use this skill when advising on controllership functions, financial close processes, accounting operations, or finance systems. Trigger keywords include controller, controllership, financial close, month-end close, account reconciliation, intercompany accounting, revenue recognition, ASC 606, lease accounting, ASC 842, consolidation, internal controls, ERP, finance systems, and management reporting. Applies to the day-to-day operations of the accounting and finance function.

Use this skill when advising on cost accounting, cost allocation, product costing, profitability analysis, or cost management. Trigger keywords include cost allocation, activity-based costing, ABC, product costing, cost-to-serve, profitability analysis, standard costing, variance analysis, transfer pricing, cost reduction, and cost transparency. Applies to understanding true costs and driving profitability decisions.

Use this skill when advising on due diligence processes across financial, commercial, operational, and technology dimensions. Trigger keywords include due diligence, DD, financial due diligence, commercial due diligence, operational due diligence, tech due diligence, data room, red flags, deal breakers, vendor due diligence, and integration planning. Applies to buy-side and sell-side diligence across deal types.

Use this skill when advising on finance function transformation, modernization of finance operations, or CFO-led change programs. Trigger keywords include finance transformation, finance operating model, shared services, finance automation, RPA in finance, month-end close, management reporting, finance KPIs, cost of finance, and CFO agenda. Applies to redesigning how the finance function operates end-to-end.

Use this skill when advising on IPO readiness, public company preparation, or alternative paths to public markets. Trigger keywords include IPO, IPO readiness, going public, SOX compliance, Sarbanes-Oxley, S-1, prospectus, public company readiness, internal controls, audit readiness, investor relations, direct listing, SPAC, and board governance. Applies to the 18-24 month journey of preparing a private company for public market debut.

Use this skill when advising on corporate tax planning, entity structuring, transfer pricing strategy, or tax compliance management. Trigger keywords include tax planning, entity structure, transfer pricing, R&D tax credit, M&A tax, SALT, indirect tax, VAT, GST, tax technology, Pillar Two, global minimum tax, tax controversy, and tax audit defense. Applies to corporate tax strategy and structuring decisions. Always recommend engagement of qualified tax advisors for specific situations.

Use this skill when advising on transaction advisory, deal support, or M&A financial workstreams. Trigger keywords include transaction advisory, deal support, financial due diligence, quality of earnings, working capital analysis, net debt, synergy assessment, purchase price allocation, completion accounts, locked box, vendor due diligence, and deal modeling. Applies to buy-side and sell-side financial advisory.

Use this skill when advising on corporate treasury, cash management, liquidity, working capital, or financial risk management. Trigger keywords include treasury, cash forecasting, liquidity management, working capital, FX risk, interest rate risk, debt management, capital structure, cash pooling, payment operations, bank relationship, and treasury policy. Applies to managing corporate cash, funding, and financial risk.

Use this skill when advising on business valuation, company worth assessment, or valuation methodology. Trigger keywords include valuation, DCF, discounted cash flow, WACC, comparable companies, trading multiples, precedent transactions, 409A valuation, purchase price allocation, impairment testing, fairness opinion, terminal value, and enterprise value. Applies to valuing businesses, assets, and intangibles across contexts.