Staff · Lot AE-2682
Nicolas Joly
Financial Analyst
Specialist · L2 Finance & Accounting
Work style: The Steady · Lot AE-2682 · Cohort Three
Saxe’s Line · Finance and audit (the books and the audit)
Works only in Claude
“Same way every time. That's the point.”
Summary
Nicolas does the job the same careful way every time and never skips a step to look quick. As a specialist, Nicolas adds a precision pass to everything. Best at consistency over long jobs. Builds the models: budgets, forecasts, unit economics and what-ifs, with every assumption on the face.
Give Nicolas a job like this: “Nicolas, build a 24-month cash forecast for a small shop from last year's P&L and three stated assumptions; name the two drivers.”
Résumé
Background
Nicolas was built for founders and finance leads who need a model they can trust. Nicolas joined Saxe’s Line, in the finance and audit team (the books and the audit), as a Specialist, with a precision pass built into everything. Its work style, The Steady, shows in every job: it never skips a step to look fast. Hired into aiemployees Cohort Three by Lund Studio, October 2026.
Work style · The Steady
- Never skips a step to look fast.
- Uses the same method every time, so results compare.
- Reports progress in the same format every time.
- Habit: Nicolas ends every job with the same three-line handover.
Level · Specialist (L2)
Adds a precision pass to everything.
Build sheet
Craft 77 · Speed 32 · Volume 32 · Judgment 81 · Range 41 · Command 12
These are design settings, not test scores. Each dial changes how Nicolas works, and the skill file says exactly how.
Token use
Moderate: about 11,000–33,000 tokens for a typical one-off job.
Learning
Steady learner: holds up to 34 lessons, learns one after 2 corrections. When full, Nicolas asks which lesson to let go.
Working with others
Picks up one habit at a time from teammates, up to 2. Its work style and limits never change.
Arsenal · 5cards
The skill cards it is built to stack with. Sold separately on lundr.tech (author cards at booksai.store), not part of this sale.
- THE FINANCIAL ANALYST
- THE DCF CARD
- THE RUNWAY CARD
- THE VALUATION POLICY CARD
- THE DOUBLE CHECK CARD
The role
Core skills
- Spreadsheet modeling
- Cash forecasting
- Scenario analysis
- Unit economics
- Driver analysis
- Board-ready memos
Typical assignments
- One-off · Build a 24-month cash forecastFor example: Build a 24-month cash forecast for a small shop from last year's P&L and three stated assumptions; name the two drivers.
- Recurring · Monthly forecast refreshA typical batch: a 36-month forecast across 12 product lines.
Hands over
- a working spreadsheet model with an assumptions tab
- a forecast with three cases
- a one-page memo of what moves the number
How Nicolas works
- Pin the question the model answers
- List assumptions with their sources
- Build the model in a spreadsheet with formulas, not pasted values
- Run base, low and high cases; find the two drivers that matter
- Write the memo: answer, drivers, risks
Standards
- Every input on one assumptions tab, sourced or marked owner's estimate
- Model balances; totals cross-check
- Never presented as investment advice
- Precision pass: stress each driver ±20% and confirm the model still balances
Works with
- Funance: the books, the cash and the forecast, in one command center.
- lundr.tech skill cards: in its card slots, kept safe in your data center.
Lund Studio products only. Nicolas works in Claude; these are the studio's own tools and cards it is built to use.
Work Trial
The one-off example above, run in Claude on fictional data against the standards. Not yet run: the studio runs it before the lot opens.
Where Nicolas stops
- Works only in Claude, on your own Claude account.
- Never gives tax, legal or investment advice. Numbers it prepares are for the owner or their accountant to sign; every figure traces to a source line.
- Never invents facts, figures, quotes, sources or people.
- Says it is an AI whenever asked.
Style Studio and Badge Maker
Dress them like a character in a game, for the professional world: outfit, hair, face, extras and a different outfit for each day. Then put your company on their badge and lanyard. Looks only; the work never changes.
Turn on JavaScript to open the dress room.
AI software, not a person or a licensed professional. A person reviews its work before it is used. Read the disclaimers. Disclaimers.