financial-analyst

Execute ratio calculations, DCF valuation, variance analysis, and rolling forecasts from JSON inputs.

Updated Apr 16, 2026

Search Tags:#forecasting #budgeting #valuation #dcf #financial-analysis #ratio-analysis #variance-analysis

Ready to run

npx skills add https://github.com/devCharuzu/philfida-taskmanage --skill financial-analyst-devcharuzu

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: financial-analyst
Source: https://github.com/devCharuzu/philfida-taskmanage/tree/main/.windsurf/skills/financial-analyst
Command: npx skills add https://github.com/devCharuzu/philfida-taskmanage --skill financial-analyst-devcharuzu

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

Manual financial analysis and forecasting are time-consuming and error-prone. The Financial Analyst Skill automates ratio analysis, DCF valuation, budget variance assessment, and rolling forecast construction to provide quick, repeatable insights.

Core Features & Use Cases

Ratio analysis toolkit: computes profitability, liquidity, leverage, efficiency, and valuation metrics across statements.
DCF valuation: builds enterprise and equity value with sensitivity analysis and terminal value modeling.
Budget variance analysis: identifies material variances, classifies as favorable/unfavorable, and surfaces department/category insights.
Rolling forecast: driver-based forecasts and 13-week cash flow with scenario modeling.
Reference templates: includes templates and knowledge bases to support decision-making.

Quick Start

Provide your financial data in JSON format and run the Skill to compute ratios, perform DCF valuation, analyze budget variances, and generate rolling forecasts.

Frequently Asked Questions about financial-analyst

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

FAQPage Schema

How do I automate DCF valuation from structured financial data?▼

DCF valuation automation takes structured JSON inputs to build enterprise and equity value with terminal value modeling and sensitivity analysis. It eliminates manual calculation errors by executing script-based modules that compute valuations directly from provided statements.

What is the best way to perform ratio analysis across financial statements?▼

Ratio analysis computes profitability, liquidity, leverage, efficiency, and valuation metrics from structured financial statement inputs. It provides repeatable insights by automating these calculations, replacing time-consuming manual computations across multiple statement categories.

How do I build a rolling forecast with scenario modeling?▼

Rolling forecasts use driver-based inputs to generate projections including 13-week cash flow models with scenario modeling. The process takes structured data inputs and applies forecast construction scripts to produce forward-looking financial projections.

Can I analyze budget variances and classify them as favorable or unfavorable?▼

Budget variance analysis identifies material variances from structured inputs and classifies them as favorable or unfavorable. It surfaces department and category insights, automating the assessment process for corporate finance and budgeting workflows.

What format does financial data need to be in for automated analysis?▼

Financial data must be provided in JSON format to run automated ratio calculations, DCF valuation, variance analysis, and rolling forecasts. The skill uses Python's standard library to process these structured inputs across its analysis modules.

Does this approach work for corporate finance budgeting and financial planning?▼

Yes, this approach is applicable in corporate finance, budgeting, valuation work, and financial planning scenarios where users analyze statements, construct valuations, assess variances, or develop forecasts from structured inputs.