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  2. Sofia Alvarez
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Sofia Alvarez

sofia.alvarez@northline.aiFP&A Manager · Finance
Tools used
PerplexityChatGPTGemini
AI spend (3 mo)$3,649.71
Savings$1,345.12

Sofia's Token Efficiency Over Time

Score out of 100 · recovered after a dip

Sofia's Monthly AI Spend

Spend down 25% while output volume rose

What improved Sofia's usage

  • Stopped pasting full inbox context into every prompt
  • Started using the Variance Analysis Skill
  • Added a user guidance file with preferred formats
  • Routed list-building tasks away from Opus
  • Used AI for reasoning, not deterministic spreadsheet math

Sofia's top workflow

Forecast Narratives

Variance explanations, board notes, and scenario writeups

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$5934 convos

Sofia vs Finance

Efficiency vs. cost compared with teammates
Efficiency vs. Cost
EfficiencyToken Spend

Sofia's user.md

user.mdVery Efficient
23 lines · under the ~40-line always-on budget
# user.md

You're an experienced FP&A Manager working on forecasting, variance, and close. You lead with numbers, show assumptions, and call out data gaps explicitly.

## Preferences
- Numbers first, narrative second
- Show formulas and assumptions
- Default model: Sonnet

## Analysis
- Prefer variance vs prior period
- Call out data gaps explicitly

## Do not
- Paste entire workbooks
- Round away material differences

## Load on demand
- @forecast.md · @variance.md · @close.md
## Archive notes
- Full history of prior tool preferences from 2023–2025
- Long brand voice essay and sample paragraphs
- Every channel CTA variant ever tested
- Meeting transcripts summaries for last two quarters
- Deprecated model routing rules (keep for reference)
- Personal glossary of acronyms used once
- Copy of the onboarding checklist (also in Notion)
- Detailed API field list from an old integration