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financial-analyst

Perform financial ratio analysis, DCF valuation, and budget variance analysis.

2|Updated Mar 13, 2026
Search Tags:#financial analysis#forecasting#budgeting#valuation#ratio analysis#dcf
One-click install
npx skills add https://github.com/zhangzhang-111-i/claude-skills111 --skill financial-analyst-zhangzhang-111-i
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: financial-analyst
Source: https://github.com/zhangzhang-111-i/claude-skills111/tree/main/finance/financial-analyst
Command: npx skills add https://github.com/zhangzhang-111-i/claude-skills111 --skill financial-analyst-zhangzhang-111-i

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

This Skill tackles complex financial analysis tasks, from understanding company performance through ratio analysis to valuing businesses and forecasting future financial health.

Core Features & Use Cases

  • Financial Ratio Analysis: Calculate and interpret key ratios (profitability, liquidity, leverage, efficiency, valuation) to assess financial health.
  • DCF Valuation: Build Discounted Cash Flow models for company valuation, including WACC calculation and sensitivity analysis.
  • Budget Variance Analysis: Compare actual financial performance against budgets, identify material variances, and understand root causes.
  • Revenue Forecasting: Develop driver-based revenue forecasts, model different scenarios (base, bull, bear), and project cash flow.
  • Use Case: A startup founder needs to understand their company's valuation for an upcoming funding round. They can use the DCF valuation tool, then use the forecast builder to project future revenue and cash flows to support their pitch.

Quick Start

Use the financial analyst skill to perform a 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 for a startup funding round?▼

DCF valuation requires building Discounted Cash Flow models, calculating WACC, and running sensitivity analysis. This Skill provides deterministic Python scripts to compute company valuation and project future cash flows to support funding pitches.

How does driver-based revenue forecasting work for budget variance analysis?▼

Driver-based revenue forecasting models project future financial health by identifying key operational drivers. The Skill develops base, bull, and bear scenarios, then compares actual performance against budgets to identify material variances and root causes.

What financial ratios do I need to assess company profitability and liquidity?▼

Financial ratio analysis requires calculating profitability, liquidity, leverage, efficiency, and valuation ratios. This Skill computes these metrics from financial statements to provide insights into overall financial health and assess company performance.

Can I use Python scripts for financial analysis without external dependencies?▼

Python scripts handle deterministic calculations for financial analysis without requiring external dependencies. The Skill operates independently using internal scripts, Markdown references for methodological guidance, and asset components to process financial data.

What is the best way to calculate WACC and run sensitivity analysis for valuation models?▼

Calculating WACC and running sensitivity analysis involves building comprehensive valuation models. This Skill executes DCF valuation including WACC computation and sensitivity testing to support strategic decision-making and business valuation.

How do I compare actual financial performance against budgets to identify material variances?▼

Budget variance analysis compares actual financial outcomes against budgeted figures to identify material discrepancies. This Skill automates variance detection and helps understand root causes to maintain budget adherence and inform strategic adjustments.

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