Advanced

SEC Form 10-K MDA Drafting Assistant

Drafts the Management’s Discussion and Analysis (MD&A) section based on quarterly results.

Act as an SEC Reporting Manager. Using the Q4 results: Revenue {rev_change}%, EBITDA {ebitda_change}%, and Net Income {ni_change}%, draft the MD&A 'Results of Operations' section for the 10-K. Focus on explaining the 'why' behind the variances, specifically mentioning {market_factor} and {operational_milestone}.

Related Prompts

Compliance & Regulatory
Advanced

10-Q MD&A draft from variance drivers (management-ready)

Drafts an MD&A section based on provided financial changes and drivers, with structured language and risk-aware tone. Useful for SEC reporting teams accelerating first drafts.

GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
2
Compliance & Regulatory
Intermediate

10-K footnote checklist mapped to owners and source systems

Creates a 10-K footnote checklist with owners, data sources, and validation checks. Useful for planning the annual reporting process and avoiding last-minute gaps.

GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
2
Compliance & Regulatory
Intermediate

SOX risk-control matrix (RCM) generator for a process

Creates a SOX RCM with risks, controls, evidence, and testing attributes. Useful for building or refreshing SOX documentation efficiently.

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