What financial ratios does this skill calculate?

The skill performs a comprehensive suite of calculations including liquidity, profitability, leverage, and efficiency ratios to provide a holistic view of financial health.

How does the skill ensure data accuracy?

It includes a mandatory Data Collection phase where all sources are documented, periods are matched, and figures are verified against source documents before analysis begins.

Can I use this skill for budgeting and forecasting?

No, this skill is specifically for analyzing existing financial data. For building budgets or forecasts, you should use the budget-creation skill.

Is the analysis suitable for an audit?

Yes, the workflow is designed to be 'audit-ready,' meaning every calculation is shown, every source is cited, and all limitations and assumptions are fully disclosed.

What kind of output can I expect?

You will receive an executive summary, detailed methodology, findings with supporting calculations, a list of assumptions, and actionable recommendations.

Financial Analysis Workflow

Name: Financial Analysis Workflow
Author: LerianStudio

byLerianStudio

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分析と監視

Performs structured, audit-ready financial statement analysis including ratio calculations, trend identification, and performance benchmarking.

概要

The Financial Analysis skill implements a rigorous five-phase workflow designed to provide comprehensive insights into an organization's financial health. By leveraging a specialized financial-analyst agent, it automates the process of data verification, ratio analysis (liquidity, profitability, leverage, and efficiency), and variance evaluation while maintaining strict audit standards. This skill is ideal for professionals requiring documented, peer-benchmarked financial assessments that resist pressure for shortcuts and prioritize data integrity, transparency, and logical interpretation.

主な機能

Multi-period trend analysis and peer benchmarking capabilities
Structured 5-phase workflow from objective definition to audit-ready documentation
17 GitHub stars
Comprehensive ratio analysis covering liquidity, profitability, leverage, and efficiency
Mandatory data verification phase to ensure all data points cite original sources
Pressure-resistant logic that prevents skipping crucial steps or using approximate figures

ユースケース

Evaluating historical financial performance through multi-period trend analysis
Performing peer comparison and industry benchmarking for competitive analysis
Conducting credit or investment evaluations with documented materiality thresholds

概要

主な機能

Multi-period trend analysis and peer benchmarking capabilities
Structured 5-phase workflow from objective definition to audit-ready documentation
17 GitHub stars
Comprehensive ratio analysis covering liquidity, profitability, leverage, and efficiency
Mandatory data verification phase to ensure all data points cite original sources
Pressure-resistant logic that prevents skipping crucial steps or using approximate figures

ユースケース

Evaluating historical financial performance through multi-period trend analysis
Performing peer comparison and industry benchmarking for competitive analysis
Conducting credit or investment evaluations with documented materiality thresholds