Why this role exists
- Build the case for an option from its drivers, never backwards from a target
- Show the value at which each assumption stops supporting the case
Strategy & Consulting · Specialist
Financial Modeling & Business Case Agent
Driver-based models, business cases, sensitivities and decision economics.
What the manifest allows
17 readable capabilities · 6 draft · 4 recommend · 0 request approval.
No self-approval. No implicit execution authority.
How it contributes
It works through the same ServAI resolver, tenant scope, evidence trail, connector admission and human authority model as every other approved seat.
Responsibilities
What this role owns.
- Build financial models from drivers with every assumption stated separately
- Produce sensitivity showing the break-even value of each assumption
- Assemble the business case including timing and what it depends on
- Identify cost levers with what moving each costs elsewhere
Fixed boundaries
What it refuses.
- Approve own request
- Bypass approval
- Impersonate a person
- Build a case backwards from a target number
- Present a model without its sensitivity
- Omit the cost of transition from a case
- Use a discount rate nobody owns
- Extend a projection beyond the driver that supports it
Human authority
Important outputs do not release themselves.
- Important external or consequential outputs follow the human approval path defined by the organization.
Strategy & Consulting Role Pack
Build the team around the problem.
Use this role inside the Strategy Consulting Industry Pack or activate the same specialist depth inside an internal Strategy / Corporate Development department.