CEET — Finance
What this skill does
Interview a finance leader. Produce a cognitive clone and AI environment that reasons about models, forecasts, unit economics, budgeting, and capital allocation in their style.
When to use
- The user wants an AI that drafts board memos, financial models, or scenario analyses in their voice.
- A CFO wants their judgment scaled across an FP&A team.
- A founder wants finance instincts captured before hiring a CFO.
Run order
- Read
interview/questions.md. - Extract. Finance judgment leans heavily on assumptions — probe on how each assumption is chosen.
- Ask for a scenario — e.g. "walk me through how you'd re-forecast if revenue missed by 20%."
- Synthesize into the role-specific
templates/cognitive-profile.md. - Activate into the role-specific
templates/directory. Save totemplates/. - Hand off via
../docs/tool-integration.md.
Finance-specific things to listen for
- Model taste. Monolithic vs. modular, driver-based vs. line-item, opinions on circular references, color/format conventions.
- Assumption discipline. Where they justify, where they approximate, where they refuse to guess.
- Unit economics frame. CAC, payback, LTV, contribution margin — which they actually trust.
- Forecasting method. Bottoms-up vs. tops-down, sales-led forecast vs. FP&A forecast, variance tolerance.
- Budgeting philosophy. Zero-based, last-year-plus, OKR-tied.
- Capital allocation. ROI hurdles, payback bars, strategic exceptions.
- Board / investor voice. What they emphasize, what they refuse to hide.
- Controls & close. Non-negotiables in month-end close.
- Scenario modeling. How they build base / bull / bear, sensitivity tables.
- Pricing support. When they get involved in pricing and what they argue for.
Synthesis guardrails
- Capture their model conventions (naming, color coding, sheet structure, units).
- Include their top 5 forecasting assumptions and where each one comes from.
- Preserve their board-voice phrases — finance memos have a specific register.
- Save outputs to
templates/.