Intermediate

Cost allocation model: shared services and drivers

Designs a cost allocation approach for shared services using clear drivers and documentation. Useful for management reporting and chargeback models.

Design a cost allocation model for shared services at {company_name}.

Inputs:
- Cost pools (IT, HR, Finance, Facilities): {cost_pools}
- Receiving departments/entities: {receivers}
- Available allocation drivers: {drivers_available}
- Objectives (internal reporting, pricing, intercompany): {objectives}
- Frequency: {frequency}

Output:
1) Allocation design: cost pool definitions and driver selection rationale.
2) Calculation steps and example allocation table.
3) Controls and governance (approvals, refresh cadence, true-ups).
4) Communication template to explain chargebacks to stakeholders.

Emphasize transparency and defensibility.

Related Prompts

Management Accounting & FP&A
Intermediate

Driver-based budget model template (revenue, headcount, opex)

Creates a driver-based budgeting framework and templates that link revenue drivers, headcount, and operating expenses. Useful for FP&A teams building a scalable budget process.

GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
2
Management Accounting & FP&A
Intermediate

Rolling forecast update: variance bridge to new forecast

Updates a rolling forecast by bridging from prior forecast to actuals and new assumptions. Produces a clear bridge and narrative for leadership.

GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
2
Management Accounting & FP&A
Beginner

Budget kickoff pack: timeline, owners, templates, instructions

Generates a budget kickoff pack with roles, deadlines, template instructions, and FAQs. Useful for FP&A leaders coordinating cross-functional budgeting.

GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
2