Budgeting & Forecasting Agent Skills

Routes finance requests to the appropriate skill: financial-analyst for ratio analysis, DCF valuation, and budget variance, or saas-metrics-coach for ARR/MRR, churn, CAC/LTV, and NRR.

Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making using financial statements and spreadsheet data.

Calculates SaaS health metrics like ARR, MRR, churn, LTV, and CAC from raw business numbers, benchmarks them against industry standards, and provides prioritized actionable advice.

Provides strategic financial frameworks for startup CFOs and finance leaders, including financial modeling, unit economics analysis, fundraising strategy, cash management, and board financial packages.

Routes commercial inquiries to specialized sub-skills for pricing, deal desk, partnerships, channel economics, policy, RFP response, and forecasting. Provides deterministic decision support with canon-cited analysis and human-approver routing.

Manage R&D program budgets with F&A splits, track burn rate and runway against milestones, and route capitalize-vs-expense decisions to a named finance owner.

Build a quarterly bookings forecast with commit, best-case, and pipe-only tiers, project cohort-level NRR/GRR to surface leaky cohorts, and score per-stage funnel confidence using coefficient-of-variation analysis.

Evaluates Google Cloud workloads against the Cost Optimization pillar of the Well-Architected Framework, identifies cost requirements and constraints, and provides actionable recommendations for building, deploying, and managing workloads cost-efficiently.

Query Azure costs, forecast spending, and identify optimization opportunities to reduce waste.

Optimize electricity and gas procurement, tariffs, demand charges, renewable PPAs, and multi-facility energy costs using market analysis, hedging strategies, and load profiling.

Create and update pitch decks, one-pagers, investor memos, accelerator applications, financial models, and fundraising materials that stay internally consistent across multiple assets.

Analyze Azure resources and IaC files to identify cost optimization opportunities, calculate savings, and create GitHub issues for tracking.

Analyze AWS resources and IaC files to generate cost optimization recommendations, creating GitHub issues for each opportunity.

Evaluate business decisions through the lens of sustainable, profitable growth, covering spending, hiring, fundraising, and scaling.

Automate YNAB budgeting operations through Composio's YNAB toolkit via Rube MCP, with tool discovery and connection management.

Look up SaaS finance metrics, formulas, and benchmarks fast. Use when you need a quick metric definition, formula, or benchmark during analysis.

Evaluate feature investments using revenue impact, cost structure, ROI, and strategic value to make data-driven build/don't-build decisions.

Evaluate SaaS unit economics and capital efficiency to determine if a business can scale efficiently or needs correction.

Calculate and model paid-media financial metrics including CPA, CPL, CPC, CPM, ROAS, MER, break-even targets, contribution margin, LTV:CAC, impression-share opportunity, budgets, forecasts, and experiment economics.

Plan and review paid-media budgets, bidding, pacing, marginal return, forecasts, CPA, ROAS, MER, LTV:CAC, constraints, and allocation across supported platforms.

Generates a single-page quarterly finance report with KPI cards, revenue and burn charts, a P&L summary table, highlights, and an outlook section.

Builds cost visibility across a business, identifies where spending lacks proportionate return, and guides cost reduction, pricing, vendor management, and scalable cost structure decisions.

Tracks and optimizes AI API spending across 19 providers with live pricing and 6 optimization modules.

Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making.

Access and manage YNAB budgets programmatically: list budgets, accounts, categories, and transactions, and create new transactions with optional filters.

Guides founders through strategic finance, valuation narratives, and VC readiness using SaaS metrics and scenario analysis.

Implements FinOps practices for cloud cost management, including cost tracking, budget alerts, resource optimization, and automated cost analysis for AWS.

Provides startup metrics frameworks and stage-specific benchmarks for SaaS, Marketplace, Consumer, and B2B models, including investor-ready dashboard generation.

Build 3-scenario financial models (Base/Bull/Bear) for startups with templates by business model, unit economics, cohort analysis, and runway calculations.

Analysiert Work in Progress nach Alter, Partner, Mandat und Abrechnungsrisiko für deutsche Kanzleien und liefert ein Entscheidungsboard mit Optionen, Fristen und Kommunikationslinie.

Optimizes personal and business banking by assessing scenarios, structuring accounts, eliminating fees, and maximizing interest rates.

Erstellt Entwürfe für Agio und Kapitalerhöhungsstrukturen in der Corporate-Praxis, inklusive Anträgen, Begründung und Anlagenlogik.