What financial ratios can this skill calculate?

The skill calculates ratios across five categories: profitability (ROE, ROA), liquidity (Current, Quick), leverage (D/E, DSCR), efficiency (Turnover, DSO), and valuation (P/E, EV/EBITDA).

What is the primary data format used for inputs?

All tools are designed to accept JSON input files, making it easy to integrate with existing data exports and automated workflows.

How does the forecast builder handle uncertainty?

The forecast builder supports driver-based scenario modeling, allowing you to generate and compare base, bull, and bear cases for strategic planning.

Can it handle industry-specific metrics like SaaS MRR?

Yes, it includes specialized logic for various sectors, including SaaS (MRR, CAC, LTV), Retail (Same-store sales), and Healthcare (Payer mix, Days in A/R).

Does this skill require external Python libraries like Pandas?

No, all included scripts are built using only the Python standard library, ensuring they can run in any environment without installing extra dependencies.

Financial Analyst

Name: Financial Analyst
Author: oabdelmaksoud

byoabdelmaksoud

0•

Data Science & ML

Performs professional-grade financial modeling, DCF valuations, and budget variance analysis using standardized industry frameworks.

The Financial Analyst skill equips Claude with a production-ready toolkit for complex financial evaluation and strategic decision support. It provides a structured 5-phase workflow covering scoping, data modeling, insight generation, reporting, and follow-up. Users can perform automated ratio analysis, build multi-year DCF models with WACC and sensitivity tables, and generate rolling forecasts with scenario modeling. Designed for analysts with 3-6 years of experience, it includes specific adaptations for industries like SaaS, Healthcare, and Retail, ensuring that metrics like MRR or inventory turnover are handled with domain-specific accuracy.

Key Features

01Industry-specific metric templates for SaaS, Retail, Manufacturing, Finance, and Healthcare.

02Budget variance analyzer with materiality filtering and favorable/unfavorable classification.

03Automated calculation of profitability, liquidity, leverage, efficiency, and valuation ratios.

040 GitHub stars

05Comprehensive DCF valuation with WACC, terminal value, and two-way sensitivity analysis.

06Driver-based rolling forecast builder with support for base, bull, and bear scenarios.

Use Cases

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

02Conducting investment due diligence via DCF valuation and historical ratio benchmarking.

03Building 13-week rolling cash flow projections for corporate liquidity planning.

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add oabdelmaksoud/agention financial-analyst

For use in Claude.ai and ChatGPT

Key Features

01Industry-specific metric templates for SaaS, Retail, Manufacturing, Finance, and Healthcare.

02Budget variance analyzer with materiality filtering and favorable/unfavorable classification.

03Automated calculation of profitability, liquidity, leverage, efficiency, and valuation ratios.

040 GitHub stars

05Comprehensive DCF valuation with WACC, terminal value, and two-way sensitivity analysis.

06Driver-based rolling forecast builder with support for base, bull, and bear scenarios.

Use Cases

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

02Conducting investment due diligence via DCF valuation and historical ratio benchmarking.

03Building 13-week rolling cash flow projections for corporate liquidity planning.