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financial-analyst

Calculate and interpret enterprise financial metrics with four Python scripts.

Updated Mar 5, 2026
Search Tags:#python#analysis#finance#forecasting#valuation#variance
One-click install
npx skills add https://github.com/theandyalvarez7-ruby/claude-skills --skill financial-analyst-theandyalvarez7-ruby
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: financial-analyst
Source: https://github.com/theandyalvarez7-ruby/claude-skills/tree/main/finance/financial-analyst
Command: npx skills add https://github.com/theandyalvarez7-ruby/claude-skills --skill financial-analyst-theandyalvarez7-ruby

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

Analysts need a consolidated toolkit to perform ratio analysis, DCF valuation, budget variance review, and rolling forecasts from finance data.

Core Features & Use Cases

  • Ratio Calculator: compute profitability, liquidity, leverage, efficiency, and valuation metrics with interpretation.
  • DCF Valuation: project cash flows, compute WACC, terminal value, and equity value with sensitivity analysis.
  • Budget Variance Analyzer: identify material variances, categorize by department and category, and generate executive summaries.
  • Forecast Builder: driver-based and trend-based revenue forecasts with scenario comparisons and rolling 13-week cash flow.
  • Use Case: a financial analyst producing monthly performance reports, scenario planning for budgeting, and investment valuation for a strategic decision.

Quick Start

Execute the full workflow by supplying assets/sample_financial_data.json to the four included scripts to generate a complete set of outputs.

Frequently Asked Questions about financial-analyst

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

FAQPage Schema
How do I calculate financial ratios for profitability, liquidity, and leverage from my company data?▼

Financial ratio analysis is performed by a Python script that computes profitability, liquidity, leverage, and efficiency metrics from JSON financial data, providing text-based interpretations for corporate performance reporting.

What is the best way to build a DCF valuation with sensitivity analysis in Python?▼

A DCF valuation with sensitivity analysis projects cash flows, computes WACC, terminal value, and equity value. This Python implementation processes JSON inputs to generate text-based valuation outputs without requiring external libraries.

How do I automate budget variance analysis and categorize material variances by department?▼

Budget variance analysis identifies material variances and categorizes them by department and category. A Python script processes financial data inputs to generate text-based executive summaries highlighting performance differences.

Can I generate driver-based revenue forecasts and rolling 13-week cash flow projections without external Python libraries?▼

Driver-based revenue forecasts and rolling 13-week cash flow projections are generated using only the Python standard library. The forecast builder script processes JSON inputs to create scenario comparisons.

Does this financial analysis toolkit work for small-to-mid sized companies using standard JSON data?▼

This toolkit applies to budgeting, forecasting, and performance analysis for small-to-mid sized companies. It accepts JSON financial data inputs and generates ratio analysis, DCF valuations, and variance reports.

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