Financial Model Orchestration Workflow
Purpose
Coordinates the four financial personas (CFO, FPA Analyst, Finance Controller, Financial Analyst) through the /fm engine for end-to-end financial model lifecycle management.
Workflow Diagram
Workflow Phases
Phase 1: Model Construction (Financial Analyst)
Trigger: New model needed or major assumption overhaul
/agent financial-analyst "Build base case model with current assumptions"
Output: Base scenario with all assumptions set, 4 output formats generated
Phase 2: Scenario Analysis (FPA Analyst)
Trigger: Model built, need scenario variants
/agent fpa-analyst "Create conservative/base/aggressive scenarios with sensitivity"
Output: 3-5 scenarios, comparison reports, sensitivity analysis
Phase 3: Validation (Finance Controller)
Trigger: Scenarios complete, need budget alignment check
/agent finance-controller "Validate model against Q1 actuals and approved budget"
Output: Variance report, audit trail review, control sign-off
Phase 4: Strategic Review (CFO)
Trigger: Model validated, need board/investor materials
/agent cfo "Prepare board presentation with approved scenario"
Output: Investor-grade materials (static XLSX, formula XLSX, data room JSON)
Quick-Start Workflows
Full Pipeline (All 4 Phases)
/agent financial-analyst "Build base case 60-month SaaS model"
/agent fpa-analyst "Create 3 scenario variants with growth sensitivity"
/agent finance-controller "Validate against FY26 budget"
/agent cfo "Generate Series A investor package"
Investor Prep (Phases 1 + 4)
/agent financial-analyst "Build investor-ready model"
/agent cfo "Prepare data room financial package"
Monthly Operations (Phases 1 + 2 + 3)
/agent financial-analyst "Update model with M3 actuals"
/agent fpa-analyst "Reforecast M4-M12 based on pipeline"
/agent finance-controller "Run budget vs actual variance"
Entry Points
| User Says | Route To | Workflow |
|---|---|---|
| "Build a financial model" | Financial Analyst | Phase 1 |
| "Create business model" | Financial Analyst | Phase 1 |
| "Compare scenarios" | FPA Analyst | Phase 2 |
| "What-if analysis" | FPA Analyst | Phase 2 |
| "Budget variance" | Controller | Phase 3 |
| "Audit trail" | Controller | Phase 3 |
| "Investor deck" | CFO | Phase 4 |
| "Board presentation" | CFO | Phase 4 |
| "Full financial package" | All | Phases 1-4 |
Related
- Skill:
financial-model-personas/SKILL.md - Agents:
cfo.md,fpa-analyst.md,finance-controller.md,financial-analyst.md - Command:
/fm(financial-model.md) - ADR: ADR-177 (Database-Driven Financial Model Engine)
Track: N.6.13.3.1