financial-analyst

Perform financial ratio analysis, DCF valuation, variance analysis, and revenue forecasting with Python scripts.

Updated Mar 7, 2026
One-click install
npx skills add https://github.com/tapanshah/Claude-Skills --skill financial-analyst-tapanshah
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: financial-analyst
Source: https://github.com/tapanshah/Claude-Skills/tree/main/finance/financial-analyst
Command: npx skills add https://github.com/tapanshah/Claude-Skills --skill financial-analyst-tapanshah

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, providing deep insights into a company's financial health and performance.

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: Analyze actual vs. budget performance to identify key deviations.
  • Revenue Forecasting: Build driver-based revenue forecasts and rolling cash flow projections.
  • Use Case: A financial analyst can use this Skill to quickly generate a comprehensive valuation report, including DCF, ratio analysis, and sensitivity tables, for an investment decision.

Quick Start

Use the financial analyst skill to perform ratio analysis on the provided financial data.

Frequently Asked Questions about financial-analyst

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

FAQPage Schema
How do I perform DCF valuation and financial ratio analysis on company data?

DCF valuation and financial ratio analysis are performed by executing Python scripts that compute profitability, liquidity, leverage, and efficiency metrics. The scripts generate actionable insights and comprehensive valuation reports to support strategic investment decisions.

What is the best way to analyze budget variance and identify key deviations?

Budget variance analysis is best handled by running Python scripts that compare actual financial performance against budgeted figures. This process isolates key deviations in revenue and expenses, providing actionable insights to adjust operational forecasting and strategic planning.

Can I build driver-based revenue forecasts and rolling cash flow projections?

Yes, you can build driver-based revenue forecasts and rolling cash flow projections. The Skill utilizes Python scripts for forecast generation, transforming raw financial data into projected cash flow models to support forward-looking strategic decision-making.

Do I need Python scripts to calculate profitability, liquidity, and leverage ratios?

Yes, Python scripts are required to calculate profitability, liquidity, and leverage ratios. The Skill relies on these scripts for ratio computation and variance analysis to deliver deep insights into a company's financial health and overall performance.

What limitations exist when generating a comprehensive valuation report with sensitivity tables?

Generating a comprehensive valuation report with sensitivity tables is limited by the quality of input financial data provided. Accurate DCF modeling and ratio analysis depend entirely on valid underlying figures for the Python scripts to produce reliable actionable insights.