Is this suitable for simple budgeting tasks?

No, this skill is specifically for complex modeling. For basic budgeting or historical data analysis, users should use the specialized budget-creation or financial-analysis skills instead.

How does this skill ensure financial model accuracy?

It enforces a validation phase that tests for balance sheet footing, cash flow reconciliation, circular reference convergence, and a thorough audit of all formulas to ensure no hardcoded values exist.

Does it include sensitivity and scenario analysis?

Yes, the workflow includes mandatory phases for 2x2 sensitivity tables and scenario analysis (base, upside, and downside) to test the impact of key drivers like WACC, growth, and margins.

What types of financial models can this skill build?

The skill supports a wide range of models including DCF (Discounted Cash Flow), Trading Comps, LBO (Leveraged Buyout), M&A (Mergers & Acquisitions), and Three-Statement Operating models.

Financial Modeling Workflow

Name: Financial Modeling Workflow
Author: LerianStudio

byLerianStudio

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생산성 및 워크플로

Builds validated, professional-grade financial models for valuations and transactions using a rigorous six-phase engineering workflow.

소개

The Financial Modeling Skill transforms Claude into a specialized financial architect, capable of building complex DCF, LBO, M&A, and three-statement operating models. By enforcing a structured methodology—from scoping and architecture design to assumption documentation and validation—it ensures that every model is audit-ready, free of hardcoded values, and equipped with built-in error checks. This skill is essential for finance teams needing reliable, documented projections and valuation models that include mandatory sensitivity and scenario analysis.

주요 기능

Mandatory validation checks for balance sheet footing and cash flow reconciliation
Automated sensitivity analysis and scenario testing (Base/Upside/Downside)
Strict architectural enforcement including input separation and zero hardcoding
Six-phase structured modeling workflow (Scoping to Documentation)
Comprehensive audit trails and documentation generation
17 GitHub stars

사용 사례

Modeling M&A transactions including accretion/dilution and LBO return profiles
Developing integrated three-statement operating models for business forecasting
Conducting intrinsic valuation through detailed Discounted Cash Flow (DCF) analysis

소개

주요 기능

Mandatory validation checks for balance sheet footing and cash flow reconciliation
Automated sensitivity analysis and scenario testing (Base/Upside/Downside)
Strict architectural enforcement including input separation and zero hardcoding
Six-phase structured modeling workflow (Scoping to Documentation)
Comprehensive audit trails and documentation generation
17 GitHub stars

사용 사례

Modeling M&A transactions including accretion/dilution and LBO return profiles
Developing integrated three-statement operating models for business forecasting
Conducting intrinsic valuation through detailed Discounted Cash Flow (DCF) analysis