How does the budget variance tool determine materiality?

The analyzer uses configurable thresholds, such as a default of 10% or $50,000, to filter and highlight only the most significant financial variances for reporting.

What valuation methods are supported in the DCF tool?

It supports both the perpetuity growth and exit multiple methods for terminal value calculation, along with WACC derivation via CAPM and two-way sensitivity analysis.

Does the skill support scenario modeling for forecasts?

Yes, the Forecast Builder includes built-in support for base, bull, and bear case scenario modeling to assist in strategic planning.

Can it handle SaaS-specific financial metrics?

Yes, it includes specialized logic and adaptations for SaaS metrics including ARR, MRR, CAC, LTV, and Churn Rate.

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 your environment.

Financial Analyst

Name: Financial Analyst
Author: oabdelmaksoud

byoabdelmaksoud

0•

Data Science & ML

Performs automated financial ratio analysis, DCF valuations, and rolling forecast construction for data-driven strategic decision-making.

This skill equips Claude with a production-ready financial analysis toolkit designed for professional financial modeling, budgeting, and investment analysis. It enables users to perform complex calculations including Discounted Cash Flow (DCF) with WACC, multi-category ratio analysis, and budget variance reporting with automated materiality filtering. With industry-specific adaptations for sectors like SaaS, Retail, and Manufacturing, it serves as a comprehensive assistant for generating executive-ready financial reports and scenario models using only Python's standard library for maximum compatibility.

Key Features

01Budget variance analyzer with favorable/unfavorable classification and materiality filtering

02Comprehensive ratio analysis covering profitability, liquidity, leverage, and efficiency

03Automated DCF valuation with WACC calculation and sensitivity analysis

040 GitHub stars

05Industry-specific metric tracking for SaaS, Retail, Manufacturing, and Healthcare

06Driver-based revenue forecasting and 13-week rolling cash flow projections

Use Cases

01Creating rolling financial forecasts for strategic scenario planning and cash flow management

02Monthly budget vs. actual variance reporting for departmental management and oversight

03Conducting investment due diligence with enterprise and equity valuation models

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add oabdelmaksoud/superclaw financial-analyst

For use in Claude.ai and ChatGPT

Key Features

01Budget variance analyzer with favorable/unfavorable classification and materiality filtering

02Comprehensive ratio analysis covering profitability, liquidity, leverage, and efficiency

03Automated DCF valuation with WACC calculation and sensitivity analysis

040 GitHub stars

05Industry-specific metric tracking for SaaS, Retail, Manufacturing, and Healthcare

06Driver-based revenue forecasting and 13-week rolling cash flow projections

Use Cases

01Creating rolling financial forecasts for strategic scenario planning and cash flow management

02Monthly budget vs. actual variance reporting for departmental management and oversight

03Conducting investment due diligence with enterprise and equity valuation models