← Back to the catalog Routes finance requests to the correct specialist: financial modeling, accounting, controlling, or corporate development. Covers budgets, forecasts, journal entries, M&A, and valuations. Triggers: financial model, forecast, budget, accounting, journal entry, reconciliation, financial statements, audit, M&A, acquisition, due diligence, valuation, revenue, cash flow, P&L, balance sheet.
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Finance Department
Routes finance work to the appropriate specialist role.
Routing Targets
Role Handles financial-analyst Financial models, forecasts, budgets, P&L analysis, revenue projections accountant Journal entries, reconciliations, month-end close, financial statements controller Financial reporting, internal controls, audit coordination, GAAP compliance corporate-development M&A, strategic investments, due diligence, valuations, deal sourcing
Examples
"Build a 3-year revenue forecast model" -> financial-analyst
"Reconcile the March accounts receivable" -> accountant
"Prepare financial statements for the board" -> controller
"Evaluate this acquisition target" -> corporate-development
"Create a budget for the engineering department" -> financial-analyst
"Set up internal controls for expense approvals" -> controller
Workflow
Identify whether the request is about analysis/planning, bookkeeping, reporting/controls, or strategic transactions.
For board-level financial reporting, route to controller.
For ambiguous finance requests, default to financial-analyst.
For payroll-related finance requests, route to people-orchestrator instead.
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