financial-analyst
Analyze financial statements, value a company with a DCF, explain budget variance, build rolling forecasts. Use whenever the user asks what a business is worth or why spend missed budget.
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Excerpt from the author’s documentation
Extracted from a fixed version of SKILL.md in its original language. This is the author’s documentation; installation, compatibility and runtime results have not been verified by this site.
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Topics in the source
- Financial Analyst Skill
- Overview
- 5-Phase Workflow
- Phase 1: Scoping
- Phase 2: Data Analysis & Modeling
- Phase 3: Insight Generation
- Phase 4: Reporting
- Phase 5: Follow-up
Production-ready financial analysis toolkit providing ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction. Designed for financial modeling, forecasting & budgeting, management reporting, business performance analysis, and investment analysis. Define analysis objectives and stakeholder requirements Identify data sources and time periods Establish materiality thresholds and accuracy targets Select appropriate analytical frameworks Collect and validate financial data (income statement, balance sheet, cash flow) Validate input data completeness before running ratio calculations (check for missing fields, nulls, or implausible values) Calculate financial ratios across 5 categories (profitability, liquidity, leverage, efficiency, valuation) Build DCF models with WACC and terminal value calculations; cross-check DCF outputs against sanity bounds (e.g., implied multiples vs. comparables) Construct budget variance analyses with favorable/unfavorable classification Develop driver-based forecasts with scenario modeling Interpret ratio trends and benchmark against industry standards Identify material variances and root causes Assess valuation ranges throu
This is an excerpt. Refer to the complete source and its current requirements.
- Source repository
- alirezarezvani/claude-skills
- Source file
- finance/skills/financial-analyst/SKILL.md
- Fixed revision
- 8f082544116fc0d014188e521ca40304cdfc86b0
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This record was collected automatically. Its documentation, suitability and runtime behavior have not been manually verified.
Author: alirezarezvani/claude-skills · original repository metadata. Documentation review: Not reviewed. Last source check: 2026-11-09T14:01:46.967Z.
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MIT. Third-party content and copyright remain with their authors. Refer to the original license and terms.
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