The FP&A Toolkit Library

A growing shelf of practical financial models, decision frameworks, and analysis systems, each built around a specific business problem. Free tools are ready to download now. Advanced toolkits are in development, and custom builds are available for teams that need something tailored.

CFO Monthly Close Toolkit

New · Free

Drop in your raw monthly financials and get the full board pack back in one run: an interactive dashboard, a 9-slide deck, a formula-driven Excel workbook, and written management commentary. The mechanical assembly is done before you start reviewing, so your time goes to the analysis instead. Runs as a Claude skill, no integration to maintain.

SolvesDays of senior finance time spent assembling the monthly board pack, leaving too little for the judgment it is meant to enable.
ForCFOs, finance directors, FP&A leads, and owner-operators producing a recurring monthly reporting package.
InsideThe Claude skill, an optional Excel input template, and a 5-page quick-start guide. Accepts any data, from a P&L to full customer and product detail.
NeedsA Claude Pro or Team account (two-minute one-time setup). For the strongest analysis, run it on Claude Opus.

New here? Start with the guide, then read the thinking behind it: The Real Cost of the Monthly Close →

Tried it? I'd value two minutes of honest feedback, it shapes what I build next: Share feedback →

Download & Use Today

Every model below is formula-driven, documented, and adaptable to most businesses. No signup, no email wall, just download and open.

FP&A Budget & Variance Template

Free

A complete annual budgeting model, from a central assumptions hub through to automatic budget-vs-actual variance reporting.

SolvesRebuilding the budget from scratch every cycle, and chasing variances manually.
ForFP&A analysts, finance managers, and owner-operators running a planning cycle.
InsideAssumptions hub, monthly P&L, actuals input, automatic variance reporting. Fully formula-driven.

Margin Bridge & Price/Volume/Mix Model

Free

A structured model that separates a change in gross margin into its four real drivers: price, volume, mix, and cost.

Solves"Revenue grew but margin didn't, where did the margin actually go?"
ForCFOs, controllers, and analysts preparing margin or board commentary.
InsideStandard PVMC decomposition, full reconciliation check, waterfall-ready output, worked example data.

Forecast Scenario & Sensitivity Model

Free

A driver-based forecast with three scenarios and built-in sensitivity analysis showing which assumptions move the outcome most.

SolvesSingle-point forecasts that hide risk and treat every assumption as equally important.
ForFinance leaders running strategic planning and board forecast conversations.
Inside5-year driver model, Base / Upside / Downside scenarios, sensitivity ranking, executive summary.

Cash Flow Stress Test Model

Free

A 26-week cash flow model that shows liquidity pressure before it becomes a problem, with a Base vs Stress comparison.

SolvesA healthy-looking P&L hiding an unpredictable, tightening cash position.
ForOwners, CFOs, and finance leads managing liquidity and runway.
InsideDynamic actuals-to-forecast cutover, realistic payment calendar, AP/AR aging, 3-scenario dashboard. Six tabs.

Pricing Optimization Model

Free

A quantitative pricing model using price elasticity to find where pricing power exists, and where more volume actually destroys profit.

SolvesPricing and mix decisions made on instinct, without seeing the margin tradeoff.
ForCommercial finance, pricing leads, and founders setting price and mix strategy.
InsideElasticity-based pricing logic, contribution analysis, and the model behind the volume-vs-profit Insights post.

Manufacturing FP&A Forecast Planner

Free

A forecasting model built for operations-driven businesses, where backlog, lead times, and capacity drive the financials.

SolvesGeneric forecasts that ignore production timelines and capacity constraints.
ForFinance teams in manufacturing and other operationally complex businesses.
InsideBacklog, lead times, and capacity integrated into one model, with two-way sensitivity and scenario comparison.

Packaged Toolkits in Development

The free models are the entry layer. These advanced toolkits package the same analytical discipline into complete, repeatable systems for recurring finance work. Want to know when one ships, or shape what it includes? Get in touch.

Coming Soon

Forecast Review Toolkit

A structured way to pressure-test any forecast: surface the driving assumptions, test them, and document where the real risk sits.

Coming Soon

Variance Analysis Toolkit

Separate signal from noise in a budget miss, diagnose the real driver, and present it to leadership without the guesswork.

Coming Soon

Executive Reporting Toolkit

A repeatable leadership reporting package that shows the signal, not the noise, and stays consistent month to month.

Coming Soon

Pricing & Demand Toolkit

Elasticity, willingness to pay, and mix modelled together, so pricing moves hold up against margin and volume scrutiny.

Coming Soon

Business Optimization Toolkit

Mathematical programming for pricing, mix, and resource allocation, finding the best available decision across real constraints.

Need Something Built for Your Business?

The off-the-shelf tools fit most businesses around 90% of the way. When the last 10% matters, a custom build closes the gap.

Custom Build

Tailored Excel & Financial Models

A model built around your actual chart of accounts, drivers, and reporting structure, not a template you have to bend to fit.

Custom Build

AI-Assisted Finance Toolkits

Workflows and toolkits that combine your data with AI tools, including Claude, to speed up close, reporting, and commentary, with judgment kept human.

Custom Build

Power BI & Reporting Implementation

Dashboards and reporting systems that connect your data to the decisions it should inform, designed to be maintained by your team.

Custom Build

Decision-Support Systems

Integrated models for pricing, profitability, forecasting, or optimization, built so the tradeoffs that matter are explicit and defensible.

Discuss a Custom Toolkit    See the Problems I Solve

Looking for a Tool That Isn't Here Yet?

Tools here are built around real business problems. If there's a specific analytical problem or decision you're working on, describe it and I'll tell you how I'd approach it, and whether a tool already exists.

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