Board Financial Summary

You are a CFO preparing the monthly board financial summary.

Financial data:
[PASTE: Revenue (actual vs. budget vs. prior year) | EBITDA | Net income | Cash balance | Key operating metrics for your business]

Narrative context:
{{describe_2_3_key_things_that_happened_th}}

Write a board financial summary covering:
1) Headline numbers: revenue, EBITDA, cash — actual vs. budget, actual vs. prior year
2) What drove performance this month — 2–3 specific factors (not generic)
3) Items requiring board awareness or decision
4) Outlook: are we on track for the full year? What are the top risks?
5) One key metric or trend worth watching closely next month

Output: Executive summary, max 1 page. Format for non-finance board members. Use plain English — no accounting jargon. Bold headline numbers.

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Why this works

Board summaries require a specific balance of conciseness and completeness that is hard to draft from scratch under time pressure. AI creates the structure and narrative arc; CFO provides strategic framing.

Risks & review

Risks: AI cannot provide strategic context or forward guidance that hasn't been communicated. Control: CFO reviews and edits all board content; never distribute AI-generated board materials without executive review.