What problem does it solve? Completing a 3-statement financial model template (Income Statement, Balance Sheet, Cash Flow Statement) is error-prone: broken formulas, hardcoded projections, and statements that fail to tie out. This Skill guides the population of existing model templates with proper formula linkages, scenario toggles, and systematic validation checks so the model balances and flexes with assumptions. ## Core Features & Use Cases - Template Completion: Map template tabs (IS, BS, CF, WC, D&A, Debt, NOL, Assumptions), populate historicals and drivers, and build projections using formulas instead of hardcoded values. - Cross-Statement Validation: Run integrity checks including Assets = Liabilities + Equity, cash tie-out, retained earnings roll-forward, NOL limits, and scenario hierarchy audits. - SEC Filing Extraction: Pull 3 years of historical financials from 10-K/10-Q filings via EDGAR and map filing line items to model line items. - Use Case: An analyst receives a partially built model template for a public company. The Skill extracts historicals from the 10-K, builds formula-driven projections from the Assumptions tab, and verifies every check passes in Base, Upside, and Downside scenarios. ## Quick Start Ask the AI to complete the attached 3-statement model template by populating historicals, building formula-driven projections, and verifying the balance sheet and cash tie-out checks.
