company-cfo
Installation
SKILL.md
/company-cfo — Monthly company CFO workflow
The standing analysis leadership uses to make distribution / cuts / hiring / runway decisions. Primary cadence is monthly (run on the 1st for the closed prior month). Weekly and scenario modes cover the in-between.
Anonymized team-scope sibling to personal-cfo (households). Same discipline (transaction-sum EOM, categorization traps, scenario modeling) applied to company books.
Step 0 — Load company config + prior run
Before starting work, read these in order:
${COMPANY_CFO_ROOT:-$HOME/code/company-cfo}/CLAUDE.md— your company's specific methodology, data source map, categorization rules, distribution mechanics. This is the source of truth for HOW your company computes things. Don't invent your own methodology.- The most recent report in
${COMPANY_CFO_ROOT}/reports/monthly/— last month's snapshot. Tells you what leadership decided + what was open. - The most recent
*-followup.mdin that folder (if one exists) — supplementary decisions, scenario analysis. - Any relevant memory notes in
~/.claude/memory/— running context: known anomalies, leadership constraints, current churn state. git log --oneline -10in${COMPANY_CFO_ROOT}— what's shipped since the last run.
If the COMPANY_CFO_ROOT dir doesn't exist yet: first-run walkthrough asks the user to mkdir it, seed a CLAUDE.md from references/company-config-template.md, and set the env var.