financial-analyst

Automate financial ratio calculation, DCF valuation, budget variance analysis, and rolling forecasts.

Updated Feb 16, 2026
One-click install
npx skills add https://github.com/Nuwanda04/Ballen-Fisk --skill financial-analyst
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: financial-analyst
Source: https://github.com/Nuwanda04/Ballen-Fisk/tree/main/.cursor/skills/financial-analyst
Command: npx skills add https://github.com/Nuwanda04/Ballen-Fisk --skill financial-analyst

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve?

This Skill streamlines complex financial analysis tasks, enabling faster and more informed strategic decision-making by automating ratio analysis, valuation, budgeting, and forecasting.

Core Features & Use Cases

  • Financial Ratio Analysis: Calculate and interpret key ratios across profitability, liquidity, leverage, efficiency, and valuation.
  • DCF Valuation: Perform Discounted Cash Flow analysis for business valuation.
  • Budget Variance Analysis: Identify and analyze deviations between actual and budgeted financial performance.
  • Rolling Forecast Construction: Build dynamic revenue and cash flow forecasts.
  • Use Case: A CFO can use this Skill to quickly assess the company's financial health by generating a comprehensive ratio report, understand the drivers behind budget variances, and project future performance under different scenarios.

Quick Start

Use the financial analyst skill to perform a DCF valuation using the data in 'valuation_data.json'.

Frequently Asked Questions about financial-analyst

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

FAQPage Schema
How do I perform a DCF valuation for business valuation?

DCF valuation calculates business worth by projecting future cash flows and discounting them to present value. This Skill automates Discounted Cash Flow analysis using Python scripts for deterministic calculations from your provided financial data inputs.

What is the best way to analyze budget variance for financial performance?

Budget variance analysis identifies deviations between actual and budgeted financial performance. This Skill calculates these variances and provides actionable insights into the financial drivers behind the discrepancies to support strategic decision-making.

How do I calculate financial ratios for profitability and liquidity assessment?

Financial ratio analysis calculates and interprets key metrics across profitability, liquidity, leverage, efficiency, and valuation. This Skill automates comprehensive ratio calculation to deliver a full report on your company's financial health.

Can I build rolling forecasts for revenue and cash flow projections?

Rolling forecasts project future revenue and cash flow dynamically. This Skill constructs these dynamic forecasts to support strategic planning, allowing you to model future financial performance under different scenarios.

Do I need Python to run financial analysis and forecasting calculations?

Python scripts are required for this financial analysis Skill to execute deterministic calculations for DCF valuation, ratio analysis, and forecasting, while Markdown reference files provide supporting documentation for the analysis workflows.