One-click install
npx skills add https://github.com/Sampi314/Sam-Plugin-Marketplace --skill fm-5-test
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: fm-5-test
Source: https://github.com/Sampi314/Sam-Plugin-Marketplace/tree/main/Financial%20Modelling/skills/fm-5-test
Command: npx skills add https://github.com/Sampi314/Sam-Plugin-Marketplace --skill fm-5-test

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

Manually coordinating disjointed audit checks, tracking fix cycles, and validating financial models against rigorous professional standards is time-consuming and error-prone, often leading to undetected flaws that fail client delivery or regulatory review.

Core Features & Use Cases

  • Full Audit Suite Orchestration: Runs 15+ specialist audit agents (sentry, logic, stylist, etc.) in the correct dependency order to catch technical errors, formula flaws, formatting issues, and structural weaknesses in Excel financial models.
  • Fix-and-Retest Loop Management: Automatically classifies findings by severity, routes fixes to the correct phase (Build, Design, Scope), tracks fix status across retest cycles, and escalates systemic issues after 4+ failed loops.
  • Formal Quality Sign-Off: Produces standardized test reports with CRaFT compliance checks, fix history, and clear pass/fail or conditional pass verdicts aligned with SumProduct best practices.
  • Use Case: A financial modeler building a 3-statement M&A model can use this skill to run the full quality gate after the build phase, eliminating hours of manual audit coordination and ensuring the model meets all delivery standards.

Quick Start

Use the fm-5-test skill to run a complete audit and fix loop on your finished 'Q3 M&A Model.xlsx' file and receive a formal pass/fail test report.

Frequently Asked Questions about fm-5-test

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

FAQPage Schema
What is financial model audit orchestration and how does it validate Excel models?

Financial model audit orchestration runs 15+ specialist agents in strict dependency order to check technical errors, formula flaws, formatting, and structural weaknesses in Excel financial models. It eliminates manual quality checks and enforces CRaFT compliance principles.

How do I run a structured fix-and-retest loop for Excel financial model validation?

To run a fix-and-retest loop for Excel model validation, findings are classified by severity and routed to the correct phase (Build, Design, or Scope). The system tracks fix status across retest cycles and escalates systemic issues after four failed loops.

Does financial model validation work with SumProduct-standard 3-statement and DCF models?

Financial model validation works with SumProduct-standard models including 3-statement, DCF valuations, budgets, and commission models. It applies to post-build validation across professional use cases to ensure models meet delivery standards.

What is the best way to automate CRaFT compliance checks and formal model sign-off?

The best way to automate CRaFT compliance checks is using an orchestrated audit suite that produces standardized test reports with fix history and clear pass, fail, or conditional pass verdicts aligned with SumProduct best practices.

Can I use automated audit suite orchestration for M&A model quality gates?

Yes, automated audit suite orchestration can be used for M&A model quality gates. It runs the full validation suite after the build phase to eliminate hours of manual audit coordination and ensures the model meets all delivery standards.

What are the limitations of manual financial model audits compared to orchestrated validation?

Manual financial model audits are limited by time consumption and error-prone disjointed checks, often leading to undetected flaws that fail client delivery or regulatory review. Orchestrated validation standardizes finding classification and phase-appropriate fix routing.