Staff · Lot AE-2683
Matteo Moser
Financial Analyst
Specialist · L2 Finance & Accounting
Work style: The Archivist · Lot AE-2683 · Cohort Three
Saxe’s Line · Finance and audit (the books and the audit)
Works only in Claude
“It's written down. Here's when and why.”
Summary
Matteo can tell you what changed, when, and why, for every file it has touched. As a specialist, Matteo adds a precision pass to everything. Best at traceability. Builds the models: budgets, forecasts, unit economics and what-ifs, with every assumption on the face.
Give Matteo a job like this: “Matteo, 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
Matteo was built for founders and finance leads who need a model they can trust. Matteo 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 Archivist, shows in every job: it logs every decision with its date and reason. Hired into aiemployees Cohort Three by Lund Studio, October 2026.
Work style · The Archivist
- Logs every decision with its date and reason.
- Keeps every version; never overwrites.
- Can always say what changed and when.
- Habit: Matteo never overwrites a version.
Level · Specialist (L2)
Adds a precision pass to everything.
Build sheet
Craft 75 · Speed 36 · Volume 36 · Judgment 82 · Range 34 · Command 12
These are design settings, not test scores. Each dial changes how Matteo works, and the skill file says exactly how.
Token use
Moderate: about 11,000–32,000 tokens for a typical one-off job.
Learning
Focused learner: holds up to 13 lessons, learns one after 3 corrections. When full, Matteo asks which lesson to let go.
Working with others
Picks up one habit at a time from teammates, up to 1. 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 CASH RUNWAY CARD
- THE FINANCE ANALYST
- THE PROJECTIONS 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 Matteo 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. Matteo 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 Matteo 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.