What financial models can this skill build?

This skill can build 5-year Discounted Cash Flow (DCF) models, budget variance reports, driver-based revenue forecasts, and 13-week rolling cash flow projections.

What types of financial ratios are included?

It covers five main categories: Profitability (ROE, margins), Liquidity (Current/Quick ratios), Leverage (Debt-to-Equity), Efficiency (Asset turnover), and Valuation (P/E, EV/EBITDA).

Does this skill require external Python libraries like Pandas or NumPy?

No, all scripts are designed to run using only the Python standard library, ensuring high compatibility and zero-dependency execution within the Claude environment.

Can I perform scenario testing with this skill?

Yes, the Forecast Builder tool supports scenario modeling for base, bull, and bear cases, while the DCF tool provides sensitivity analysis for discount and growth rates.

Financial Analyst

Name: Financial Analyst
Author: zhangzhang-111-i

byzhangzhang-111-i

0•

データサイエンスとML

Performs automated financial ratio analysis, DCF valuations, and driver-based forecasting for strategic decision-making.

The Financial Analyst skill transforms Claude into a sophisticated financial modeling assistant capable of executing complex valuations and performance reviews. It provides a production-ready toolkit for calculating financial ratios, building Discounted Cash Flow (DCF) models with WACC calculations, and performing budget variance analyses with materiality filtering. Designed for analysts and business leaders, it automates the creation of 13-week rolling forecasts and scenario-based projections (base/bull/bear), helping users interpret trends and benchmark company performance against industry standards without requiring external Python dependencies.

主な機能

010 GitHub stars

02Materiality-filtered budget variance reporting with favorable/unfavorable classification

03Comprehensive ratio analysis across profitability, liquidity, leverage, and efficiency metrics

04Driver-based revenue forecasting and rolling cash flow projection modeling

05Automated executive summary generation and sector-specific metric benchmarking

06DCF valuation with WACC calculation and two-way sensitivity analysis

ユースケース

01Automating monthly management reporting by analyzing budget vs. actual variances

02Valuing an investment target using enterprise and equity DCF models with sensitivity tables

03Conducting deep-dive financial health assessments using multi-category ratio benchmarking

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add zhangzhang-111-i/claude-skills111 financial-analyst

For use in Claude.ai and ChatGPT

主な機能

010 GitHub stars

02Materiality-filtered budget variance reporting with favorable/unfavorable classification

03Comprehensive ratio analysis across profitability, liquidity, leverage, and efficiency metrics

04Driver-based revenue forecasting and rolling cash flow projection modeling

05Automated executive summary generation and sector-specific metric benchmarking

06DCF valuation with WACC calculation and two-way sensitivity analysis

ユースケース

01Automating monthly management reporting by analyzing budget vs. actual variances

02Valuing an investment target using enterprise and equity DCF models with sensitivity tables

03Conducting deep-dive financial health assessments using multi-category ratio benchmarking