Financial Analyst Skill
Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making. It provides a 5-phase workflow and command-line tools to analyze financial statements, build valuation models, assess budget variances, and construct financial projections.
✨ What it does
- Calculates financial ratios across profitability, liquidity, leverage, efficiency, and valuation categories.
- Builds DCF models with WACC, terminal value, and sensitivity analysis.
- Analyzes budget variances with materiality filtering and favorable/unfavorable classification.
- Constructs driver-based revenue forecasts with scenario modeling and 13-week cash flow projections.
- Validates input data completeness and cross-checks outputs against sanity bounds.
- Generates executive summaries and detailed reports.
🎯 When to use it
- When analyzing financial statements to compute and interpret financial ratios.
- When building DCF valuation models for company or project valuation.
- When assessing budget variances between actuals, budget, and prior year.
- When constructing rolling forecasts or driver-based financial projections.
- When users mention financial modeling, cash flow analysis, company valuation, or spreadsheet analysis.
🚀 How to use
Trigger by asking for financial analysis, ratio calculation, DCF valuation, budget variance analysis, or forecasting. Provide financial data in JSON format (flat or bundled). Use the provided scripts with command-line options. Example prompts:
Run ratio analysis on my financial data.
Build a DCF valuation for the company using the sample data.
📄 Output: Reports and analysis outputs (e.g., ratio calculations, DCF valuation reports, variance reports, forecasts) in console or JSON format.
📦 Add this skill to Claude Code
# 1. Get the skills repo
git clone --depth 1 https://github.com/alirezarezvani/claude-skills /tmp/claude-skills
# 2. Copy this skill into your project (or ~/.claude/skills for all projects)
mkdir -p .claude/skills
cp -r /tmp/claude-skills/finance/skills/financial-analyst .claude/skills/financial-analystSkill source: finance/skills/financial-analyst/SKILL.md
⚠️ Good to know
Requires input data in the specified JSON format; no external dependencies but also no advanced statistical libraries.
❓ FAQ
What input formats are accepted?
All scripts accept JSON input files in either flat or nested (bundled) shape. Flat keys take precedence, and the scripts exit with an error if neither shape yields usable data.
What are the forecast accuracy targets?
The target forecast accuracy is +/-5% for revenue and +/-3% for expenses.
Are there any external dependencies?
No, all scripts use only Python standard library modules such as math, statistics, json, argparse, and datetime.
🤖 Overview, features, install steps and FAQ were generated from the project's SKILL.md on Sep 4, 2026. Always check the original source before running commands.