financial-statements

Name: financial-statements
Availability: InStock
Author: sun2443

Generate financial statements with period-over-period variance analysis.

Updated Apr 8, 2026

Search Tags:#income statement #financial statements #variance analysis #budget vs actual #GAAP presentation #close process

Ready to run

npx skills add https://github.com/sun2443/designer-skills --skill financial-statements-sun2443

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: financial-statements
Source: https://github.com/sun2443/designer-skills/tree/main/finance/skills/financial-statements
Command: npx skills add https://github.com/sun2443/designer-skills --skill financial-statements-sun2443

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

It helps you produce clear income statement (and supporting formats for balance sheet and cash flow) outputs with period-over-period comparisons and variance analysis so you can quickly spot material changes.

Core Features & Use Cases

Period-flexible reporting: Supports monthly, quarterly, annual, and year-to-date P&L comparisons using prior period and prior year context.
Variance calculations and flagging: Computes dollar and percentage variances, supports basis-point movement for margins/ratios, and identifies material items for follow-up.
Narrative-ready workflow: Guides decomposition into likely variance drivers (volume/rate/mix, one-time items, timing, FX, etc.) and produces a leadership-oriented key metrics summary.

Quick Start

Use the financial-statements command to generate a monthly income statement for 2024-12 with comparisons to the prior month and prior year.

Frequently Asked Questions about financial-statements

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

FAQPage Schema

What is variance analysis in financial statements and how does it work?▼

Variance analysis in financial statements computes dollar and percentage variances for period-over-period comparisons, flags material changes, and guides decomposition into drivers like volume, rate, mix, timing, or FX for investigation.

How do I generate an income statement with budget vs actual comparison?▼

Generate an income statement with budget vs actual comparison by supplying period data to produce formatted outputs with prior period and prior year context, dollar variance calculations, and leadership-oriented key metrics summaries.

Does this support monthly, quarterly, and year-to-date P&L reporting?▼

Yes, it supports monthly, quarterly, annual, and year-to-date P&L reporting by applying period-over-period comparisons and GAAP presentation considerations to produce formatted income statements, balance sheets, and cash flow outputs.

Can I use this for close-the-books preparation and GAAP presentation checking?▼

Yes, you can use this for close-the-books preparation and GAAP presentation checking, as it supports common period-end adjustments and produces formatted statement outputs with material-variance listings and investigation guidance.

How do I identify and investigate material variances in a balance sheet or cash flow workflow?▼

To identify and investigate material variances in a balance sheet or cash flow workflow, the process computes dollar and percentage changes, flags material items, and guides decomposition into likely variance drivers for follow-up.

What is the best way to present period-end adjustments and margin movements to leadership?▼

The best way to present period-end adjustments and margin movements to leadership is generating formatted statements with basis-point movement for margins and a narrative-ready key metrics summary highlighting material variances.