solving-financial-planning
Planning skill. FP&A use cases: budget/expense planning, revenue forecasting, P&L reporting, multi-currency, financial consolidation. Each use case has inline guidance; load sub-files only for advanced patterns.
Install
With your agent
Install OMGSkills skill "gopigment/ai-plugins:skills/solving-financial-planning" into this agent's normal skills directory: call the OMGSkills MCP get_install_plan tool for your agent and run the script it returns (it installs only the pinned commit and verifies SKILL.md), and stop if MCP or the pin is unavailable. Do not overwrite or change existing skills without asking me.
Manual command
git clone https://github.com/gopigment/ai-plugins /tmp/ai-plugins && ln -s /tmp/ai-plugins/skills/solving-financial-planning ~/.claude/skills/solving-financial-planningFrom README
Financial Planning & Analysis (FP&A) Prerequisites: Version dimension exists (skill:building-versions-and-planning-cycles). Calendar configured (skill:setting-up-calendar). --- Budget & Expense Planning When: annual budget, departmental cost plans, cost center budgets, simple OPEX. Dimensions: Version, Month, Department (or Cost Center), Account (Chart of Accounts). Add Entity if multi-entity. Structure: one input metric for actuals (imported), one for budget/forecast (manual input or formula-driven). Calculated metrics for variances and totals. Keep formulas flat; separate actuals from plan in distinct metrics. Forecasting approaches: prior year with growth rate, manual input filtered to plan months, or IF-based mix per Version. No SWITCH engine, no method dimension. Reporting: combine actuals and forecast in a single metric using IsActual. Table block with one row per account category. Views: Month (columns) × Department or Account (rows).