financial-analyst

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

Updated Mar 4, 2026
One-click install
npx skills add https://github.com/Tonybleything76/more-claude-skills --skill financial-analyst-tonybleything76
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: financial-analyst
Source: https://github.com/Tonybleything76/more-claude-skills/tree/main/finance/financial-analyst
Command: npx skills add https://github.com/Tonybleything76/more-claude-skills --skill financial-analyst-tonybleything76

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 clear insights for strategic decision-making and reducing manual modeling time.

Core Features & Use Cases

  • Financial Ratio Analysis: Calculate and interpret key ratios across profitability, liquidity, leverage, efficiency, and valuation.
  • DCF Valuation: Build robust Discounted Cash Flow models with sensitivity analysis.
  • Budget Variance Analysis: Identify and explain deviations from budget with detailed reporting.
  • Revenue Forecasting: Develop driver-based forecasts and rolling cash flow projections.
  • Use Case: A CFO needs to understand the company's current financial health, forecast future performance under different scenarios, and explain significant budget variances to the board. This Skill provides all the necessary tools and reports.

Quick Start

Analyze the financial health of a company by calculating its key ratios using the provided data.

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 with sensitivity analysis?

DCF valuation is performed using Python scripts to build robust Discounted Cash Flow models with sensitivity analysis. This automates complex financial modeling tasks and provides clear insights to support strategic corporate decision-making.

What financial ratios do I need for comprehensive financial analysis?

Comprehensive financial analysis calculates and interprets key ratios across profitability, liquidity, leverage, efficiency, and valuation. Python scripts compute these metrics from provided data to assess overall company financial health.

How do I perform budget variance analysis and explain deviations from budget?

Budget variance analysis identifies and explains deviations from the budget with detailed reporting. This functionality automates variance calculations to help analysts understand significant discrepancies and communicate them to stakeholders.

Can I generate revenue forecasts and rolling cash flow projections?

Revenue forecasting generates driver-based forecasts and rolling cash flow projections. The Skill models future performance under different scenarios using Python scripts, supporting strategic planning and future cash flow analysis.

What is the best way to model future financial performance under different scenarios?

Modeling future performance under different scenarios is achieved through driver-based revenue forecasting and DCF modeling. This approach interprets existing financial data to project future outcomes and supports strategic decision-making.

Do I need Python to calculate financial ratios and generate forecasts?

Python scripts are utilized internally for ratio computation, DCF modeling, and forecast generation. Users provide the financial data, and the Skill handles the Python-based calculations, supplemented by Markdown reference documentation.