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Editable Markdown checklists for research, FP&A, accounting, audit, risk, reporting, deals and finance-AI governance. No payment, registration or email gate.
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Research
Free .MDInvestment Research Briefing Checklist
Verify the evidence, thesis impact, risks, and open questions before a briefing is circulated.
- □State the decision the briefing must inform
- □Confirm the research cut-off date and source set
- □Verify every material figure against a primary source
AnalystsIntermediate7 checks
Planning
Free .MDFP&A Forecast Readiness Checklist
Prepare driver assumptions, scenarios, owners, and controls before refreshing a forecast.
- □Lock the latest actuals and budget versions
- □Map forecast drivers to named owners
- □Document price, volume, mix, and timing assumptions
FP&A teamsIntermediate7 checks
Audit & controls
Free .MDAudit Sample Selection Checklist
Make sample selection consistent, traceable, and defensible across engagements.
- □Define the population and testing objective
- □Confirm population completeness and period coverage
- □Document the sampling method and rationale
AuditorsIntermediate7 checks
AI governance
Free .MDFinance AI Model Selection Checklist
Choose an AI model based on the task, data, evidence, and review risk—not brand familiarity.
- □Define the financial task and required output
- □Classify the sensitivity of the input data
- □Decide whether live sources or fixed documents are required
Finance professionalsBeginner7 checks
Planning
Free .MDVariance Analysis Review Checklist
Challenge budget-versus-actual movements before the variance narrative reaches management.
- □Confirm comparable periods, entities, and currencies
- □Reconcile totals to the approved reporting source
- □Separate price, volume, mix, timing, and one-off effects
FP&A teamsBeginner7 checks
Reporting
Free .MDRevenue KPI Quality Checklist
Validate rolling revenue metrics before they enter dashboards or executive packs.
- □Confirm KPI definitions and calculation ownership
- □Reconcile source systems to reported totals
- □Check period, entity, product, and currency mappings
Corporate financeIntermediate7 checks
AI governance
Free .MDAI Workflow Governance Checklist
Document ownership, permissions, evidence, and review controls before an AI workflow becomes recurring.
- □Name the workflow owner and final approver
- □Define permitted data and approved tools
- □Map every AI and human stage
Any finance teamIntermediate7 checks
Research
Free .MDResearch Source Quality Checklist
Assess whether sources are current, independent, primary, and suitable for a financial decision.
- □Identify the original publisher and publication date
- □Prefer primary filings and official data
- □Check whether secondary sources are independent
Analysts, researchersBeginner7 checks
AI governance
Free .MDFinance AI Tool Review Checklist
Review an AI tool's business fit, security, controls, and operating cost before adoption.
- □Define the use case and measurable outcome
- □Review vendor security and privacy documentation
- □Test accuracy on representative finance tasks
Finance leadersIntermediate7 checks
Risk & treasury
Free .MDRisk Scenario Stress-Test Checklist
Build severe-but-plausible scenarios with transparent assumptions, thresholds, and management actions.
- □Define exposure, horizon, and risk owner
- □Set approved base and stress assumptions
- □Include concentration and dependency effects
Risk teamsAdvanced7 checks
Reporting
Free .MDManagement Reporting Pre-Flight Checklist
Check accuracy, narrative, actions, and disclosure before a management pack is released.
- □Reconcile pack totals to approved financials
- □Apply consistent KPI and variance definitions
- □Explain every material movement
CFO teamsIntermediate7 checks
Deals
Free .MDPrivate Equity First-Pass Diligence Checklist
Screen a target consistently before committing time and cost to full diligence.
- □Confirm fit with fund mandate and deal criteria
- □Reconcile headline financials and ownership
- □Assess market size, growth, and competitive evidence
Private equityAdvanced7 checks
Accounting
Free .MDTrial Balance Review Checklist
Identify unusual movements, incomplete reconciliations, and close risks before reporting.
- □Confirm entity, period, currency, and version
- □Reconcile opening and closing balances
- □Review unusual or dormant-account movements
AccountantsBeginner7 checks
Research
Free .MDWeekly Market Intelligence Checklist
Produce a consistent market wrap that separates verified developments from desk interpretation.
- □Set the market cut-off time and instrument universe
- □Capture material price and volatility movements
- □Verify macro releases and company announcements
Traders, researchersBeginner7 checks