Finance Deliverable Checklist

---
name: Finance Deliverable Checklist
description: Hit every literal requirement a finance deliverable/grade checks for.
---
# Finance Deliverable Checklist

Finance deliverables (models, memos, analyses, strategy docs) are graded on completeness of method, numerical sanity, and literal coverage. Run this checklist before submitting.

## Universal checks
- **Named addressee** if the brief implies one.
- **Word count** inside any stated band.
- **Labeled sections** using the brief's exact names.
- **Citations/references** for any method or data point used.

## Modeling / pricing specific
- State the method(s) used and WHY (e.g. binomial vs trinomial vs finite-difference vs Monte Carlo).
- Show the implementation logic (not just the answer) — graders check for the actual algorithm.
- Report the numerical result AND a sanity check (convergence, comparison across methods, known closed-form benchmark where one exists like Black-Scholes).
- Include early-exercise / American-option handling explicitly if relevant.
- Provide unit tests / boundary checks on the implementation.
- Profile/justify performance choices where relevant.

## Memo / advisory specific
- State the rule (e.g. Subchapter K, GRAT vs CRAT mechanics) with citation.
- Apply the rule to the client's specific facts and numbers.
- State assumptions explicitly.
- Give a recommendation with reasoning, not just a description.

## Strategy / market-entry specific
- Quantify the market (size, segments, growth) with cited figures.
- Identify the competitive landscape and the wedge.
- State the unit economics and the path to profitability.
- Address risks and mitigations.
- Cite sources for every external figure (KFTC fine amount, taxi count, MAU, fee structure).

## Final pass
Re-read the brief; tick each literal requirement. Numerical sanity checks, method justification, and source citations are the most-missed high-value items.