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

No, all scripts in the Financial Analyst skill are built using the Python standard library, ensuring they run in any environment without additional dependencies.

What valuation methods does the tool support?

The skill focuses on Discounted Cash Flow (DCF) analysis, including WACC calculation via CAPM and terminal value estimation through perpetuity growth or exit multiple methods.

How do I provide data to the analysis tools?

The tools accept standardized JSON input files. A sample schema is provided in the repository to help you format your income statements, balance sheets, and budget data.

Can I set custom materiality levels for budget analysis?

Yes, the Budget Variance Analyzer script allows you to define specific percentage and dollar amount thresholds to filter and report only significant financial variances.

Is the forecasting tool suitable for scenario planning?

Absolutely. The Forecast Builder supports driver-based modeling with built-in support for base, bull, and bear case scenarios to support strategic decision-making.

Financial Analyst

Name: Financial Analyst
Author: zhangzhang-111-i

byzhangzhang-111-i

0•

데이터 과학 및 ML

Automates professional financial modeling, DCF valuations, and budget variance analysis using specialized Python toolkits.

The Financial Analyst skill transforms Claude into a sophisticated financial engine capable of performing production-ready business analysis and strategic modeling. It provides a comprehensive suite of tools for calculating complex financial ratios, conducting Discounted Cash Flow (DCF) valuations with sensitivity analysis, and performing rigorous budget-to-actual variance reporting. Designed for finance professionals, it streamlines the creation of driver-based forecasts and executive-level reports, utilizing the Python standard library for maximum portability and zero-dependency integration.

주요 기능

01Comprehensive ratio analysis covering profitability, liquidity, leverage, efficiency, and valuation metrics.

020 GitHub stars

03Driver-based forecasting engine for revenue, scenario modeling (bull/bear/base), and rolling cash flow projections.

04Standardized reporting templates for executive summaries, valuation reports, and variance analysis.

05Advanced DCF valuation with WACC calculation, terminal value derivation, and two-way sensitivity tables.

06Automated budget variance analyzer with customizable materiality thresholds and favorable/unfavorable logic.

사용 사례

01Generating monthly management reports to track departmental budget performance and identify material variances.

02Building multi-scenario financial projections and 13-week rolling cash flow forecasts for liquidity management.

03Performing investment analysis and company valuations for M&A or strategic planning.

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

주요 기능

01Comprehensive ratio analysis covering profitability, liquidity, leverage, efficiency, and valuation metrics.

020 GitHub stars

03Driver-based forecasting engine for revenue, scenario modeling (bull/bear/base), and rolling cash flow projections.

04Standardized reporting templates for executive summaries, valuation reports, and variance analysis.

05Advanced DCF valuation with WACC calculation, terminal value derivation, and two-way sensitivity tables.

06Automated budget variance analyzer with customizable materiality thresholds and favorable/unfavorable logic.

사용 사례

01Generating monthly management reports to track departmental budget performance and identify material variances.

02Building multi-scenario financial projections and 13-week rolling cash flow forecasts for liquidity management.

03Performing investment analysis and company valuations for M&A or strategic planning.