Can I use this for SaaS-specific financial metrics?

Yes, the skill includes specialized adaptations for SaaS, covering key metrics like MRR, ARR, Churn Rate, and LTV/CAC ratios.

How does the DCF valuation tool handle terminal value?

The tool supports both the perpetuity growth method and the exit multiple method to derive terminal value, providing a comprehensive valuation range.

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

No, all tools within this skill are built using the Python standard library to ensure maximum compatibility and zero-dependency execution.

Can it handle scenario planning for forecasts?

Yes, the Forecast Builder supports base, bull, and bear scenario modeling to help assess potential business outcomes and risks.

What is the required input format for financial data?

The skill processes financial data via structured JSON files covering income statements, balance sheets, and cash flow data.

Financial Analyst

Name: Financial Analyst
Author: borghei

byborghei

•

데이터 과학 및 ML

Performs professional financial modeling, DCF valuation, and budget variance analysis to drive data-led strategic decision-making.

The Financial Analyst skill is a production-ready toolkit designed to automate complex financial analysis and reporting tasks within the Claude Code environment. It empowers analysts to execute deep-dive ratio analysis across profitability and liquidity, construct detailed Discounted Cash Flow (DCF) models with WACC sensitivity, and manage driver-based forecasting with multi-scenario modeling. By streamlining budget variance analysis and offering industry-specific adaptations for SaaS, Retail, and Manufacturing, this skill enables users to transform raw financial data into executive-level insights with high accuracy and minimal manual overhead.

주요 기능

01Comprehensive financial ratio calculation including profitability, liquidity, and leverage categories.

02Driver-based revenue forecasting with 13-week rolling cash flow and scenario modeling (base/bull/bear).

03Materiality-filtered budget variance analyzer with favorable/unfavorable performance classification.

04Advanced DCF valuation tool with WACC calculation and two-way sensitivity analysis tables.

0550 GitHub stars

06Tailored industry metric templates for SaaS unit economics, retail inventory, and manufacturing COGS.

사용 사례

01Performing investment analysis and equity valuations using standardized DCF methodologies.

02Automating the generation of monthly executive budget variance reports and root-cause summaries.

03Developing rolling financial forecasts to support strategic planning and capital allocation decisions.

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add borghei/claude-skills financial-analyst

For use in Claude.ai and ChatGPT

Download Skill