financial-analyst

Calculate financial ratios, DCF valuations, budget variances, and rolling forecasts.

Updated Mar 12, 2026

Search Tags:#analysis #finance #forecasting #budgeting #valuation #ratios #dcf

Ready to run

npx skills add https://github.com/Fantasia1999/claude-skills-zh --skill financial-analyst-fantasia1999

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: financial-analyst
Source: https://github.com/Fantasia1999/claude-skills-zh/tree/main/translations/finance/financial-analyst
Command: npx skills add https://github.com/Fantasia1999/claude-skills-zh --skill financial-analyst-fantasia1999

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

This Skill automates complex financial analysis tasks, enabling strategic decision-making by providing deep insights into financial health, valuation, and performance.

Core Features & Use Cases

Financial Ratio Analysis: Calculates and interprets key ratios across profitability, liquidity, leverage, efficiency, and valuation.
DCF Valuation: Builds Discounted Cash Flow models with sensitivity analysis for accurate business valuation.
Budget Variance Analysis: Identifies and explains deviations between actual and budgeted financial performance.
Rolling Forecasts: Develops data-driven revenue forecasts and rolling cash flow projections.
Use Case: A user can provide financial statements and ask the skill to perform a DCF valuation and a budget variance analysis for the last quarter.

Quick Start

Analyze the provided financial data using the financial analyst skill to calculate key ratios and perform a DCF valuation.

Frequently Asked Questions about financial-analyst

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

FAQPage Schema

How do I build a DCF valuation model from financial statements?▼

To build a DCF valuation model, you provide financial statements and the analysis calculates discounted cash flows with sensitivity analysis to estimate business valuation.

What is the best way to automate budget variance analysis for quarterly reporting?▼

Automating budget variance analysis involves comparing actual financial performance against budgeted figures to identify and explain deviations for the last quarter.

How do I calculate financial ratios across profitability and liquidity for a company?▼

Calculating financial ratios requires analyzing financial statements to compute and interpret key metrics across profitability, liquidity, leverage, efficiency, and valuation.

Can I use Python scripts to generate rolling cash flow forecasts?▼

Yes, Python scripts support developing rolling forecasts by creating data-driven revenue forecasts and rolling cash flow projections based on your financial inputs.

Do I need to provide historical financial data to perform ratio computation and forecasting?▼

Yes, you need to provide financial data or statements as input so the Python scripts can execute ratio computation, variance analysis, and rolling forecast construction.