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financial-analysis

Validate financial documents and valuation outputs for accounting and DCF assumptions.

Updated Apr 20, 2025
Search Tags:#valuation#dcf#financial-analysis#financial-statements#conflict-of-interest#non-gaap
One-click install
npx skills add https://github.com/cathayrisk/Anya --skill financial-analysis-cathayrisk
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: financial-analysis
Source: https://github.com/cathayrisk/Anya/tree/main/cowork/skills/financial-analysis
Command: npx skills add https://github.com/cathayrisk/Anya --skill financial-analysis-cathayrisk

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill enforces domain-specific validation and guardrails when analyzing financial documents and valuation outputs, reducing errors from accounting quirks, non-GAAP adjustments, and unsupported valuation assumptions.

Core Features & Use Cases

  • Source classification: Identify document type (10-K, earnings call, sell-side report) and relevant bias assumptions before analysis.
  • Financial integrity checks: Inspect revenue recognition, Non-GAAP reconciliations, off-balance-sheet items, and accounting standard change impacts.
  • Valuation & conflict audits: Verify DCF inputs (WACC, terminal growth), comparable selection, sensitivity analysis, and flag potential sell-side conflicts of interest.
  • Integrated critical lenses: Combine with general critical-analysis checks to produce conditional conclusions and two-sided interpretations for price targets and EPS forecasts.

Quick Start

Run a full financial audit on the attached 10-K and earnings transcript, highlighting Non-GAAP reconciliations, DCF assumptions, and any potential conflicts of interest.

Frequently Asked Questions about financial-analysis

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I validate DCF valuation assumptions in a 10-K filing?▼

DCF validation requires checking WACC inputs, terminal growth sensitivity, and comparable selections within filings. This process audits valuation outputs by verifying assumptions against financial statements and identifying unsupported projections.

What is the best way to audit Non-GAAP reconciliations in earnings transcripts?▼

Auditing Non-GAAP reconciliations involves inspecting earnings transcripts for off-balance-sheet items and accounting standard changes. This classifies source documents to identify relevant bias assumptions before analyzing financial integrity.

How do you check for conflicts of interest in sell-side research reports?▼

Conflict-of-interest checks flag potential biases in sell-side research reports. This valuation audit identifies bias assumptions in source documents, ensuring financial analyses include conditional conclusions and two-sided interpretations for price targets.

Can I apply financial analysis to M&A advisory materials and comparables?▼

Financial analysis applies to M&A advisory materials and comparables by verifying comparable selections and auditing DCF inputs. This ensures rigorous validation of valuation outputs for equity research and audit scenarios.

Why does GAAP vs Non-GAAP reconciliation impact financial statement analysis?▼

GAAP vs Non-GAAP reconciliation impacts financial statement analysis by revealing off-balance-sheet items and accounting standard changes. Inspecting these reconciliations enforces domain-specific guardrails, reducing errors from accounting quirks and non-GAAP adjustments.

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