Individual skill
financial-analyst
Use for financial statement analysis, DCF valuation, budget variance or rolling forecasts. Runs ratio_calculator.py, dcf_valuation.py, budget_variance_analyzer.py and forecast_builder.py.
finance/skills/financial-analyst/SKILL.md
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- License
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SKILL.mdcore · 6,962 bytesSKILL.mdcore · 6,962 bytesSKILL.mdcore · 6,962 bytesSKILL.mdcore · 6,962 bytesSKILL.mdcore · 6,962 bytesassets/dcf_analysis_template.mddoc · 5,930 bytesassets/expected_output.jsonasset · 5,259 bytesassets/forecast_report_template.mddoc · 5,189 bytesassets/sample_financial_data.jsonasset · 6,437 bytesassets/variance_report_template.mddoc · 3,863 bytesreferences/financial-ratios-guide.mddoc · 9,212 bytesreferences/forecasting-best-practices.mddoc · 10,012 bytesreferences/industry-adaptations.mddoc · 2,914 bytesreferences/valuation-methodology.mddoc · 7,922 bytesscripts/budget_variance_analyzer.pyruns · 15,543 bytesscripts/dcf_valuation.pyruns · 17,762 bytesscripts/forecast_builder.pyruns · 20,183 bytesscripts/ratio_calculator.pyruns · 17,126 bytes
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# Financial Analyst Skill
## Overview
Production-ready financial analysis toolkit providing ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction. Designed for financial modeling, forecasting & budgeting, management reporting, business performance analysis, and investment analysis.
## 5-Phase Workflow
### Phase 1: Scoping
- Define analysis objectives and stakeholder requirements
- Identify data sources and time periods
- Establish materiality thresholds and accuracy targets
- Select appropriate analytical frameworks
