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Financial Model Narrative

🔵 Stable🕐 updated 2026-06-08 🔷 SkillSpec L3 pm-finance

Turn financial model outputs into a clear written narrative. Use when asked to write a financial narrative, explain a financial model, summarise a P&L, or translate spreadsheet numbers into a board-ready story. Produces an executive narrative with key insights, drivers, and forward-looking commentary.

▶ Run it free — no key needed 📝 Grade your existing draft View SKILL.md ↗

🗣 Say this to your agent

“Write a financial narrative for these results: [paste numbers]”“Turn this P&L into a board narrative”“Write the finance section of our board pack”“Explain these financial results in plain English”

What to give it

Financial data — paste key figures: revenue, costs, margins, EBITDA, cash
Period covered — month / quarter / annual / multi-year
Audience — board / investors / management / bank / internal
Key message — what is the headline story?
Actuals vs budget / prior period? — comparison context

✅ The bar it holds itself to

Every skill in this library self-verifies — these are this skill's own quality checks, straight from its definition.

Headline summary leads with meaning, not just the number
Every significant variance has a cause, permanence, and action
Forward-looking commentary includes specific risks and opportunities
Audience-appropriate language (board vs investor vs management)
One-off items clearly distinguished from recurring items

⚠️ What it refuses to do

Do not list numbers without explaining what is driving them — narrative must go beyond restating the figures
Do not mix one-off items with recurring performance without clearly distinguishing them
Do not write the same level of detail for all line items — focus depth on the items that matter most
Do not omit forward-looking commentary — a narrative without outlook is incomplete for board or investor audiences
Do not use technical accounting language without translation — the audience is executives, not accountants

Install

npx pm-claude-skills add --agent claude   # or codex · cursor · gemini · hermes
# or one-line MCP (every skill, any client):
claude mcp add pm-skills -- npx -y pm-claude-skills-mcp

Related skills

🔌 Embed this skill

Drop this on your blog, docs, or site — it renders a "Run this skill" card:

<div data-pm-skill="financial-model-narrative"></div>
<script src="https://mohitagw15856.github.io/pm-claude-skills/embed.js" async></script>

💬 Discussion

Financial Model Narrative is one of 1078 open-source professional AI agent skills — all SkillSpec L3. Try them all in the browser · ⭐ Star on GitHub · Browse the full catalog