Does it include risk and sensitivity analysis?

Yes. It automatically plans for and builds sensitivity tables (e.g., WACC vs. Terminal Growth) and scenario analysis for base, upside, and downside cases to support robust decision-making.

What types of financial models can this skill create?

This skill supports a wide range of models including Discounted Cash Flow (DCF), Trading Comps, Leveraged Buyout (LBO), Merger & Acquisition (M&A), and integrated Three-Statement operating models.

How does the skill ensure model accuracy?

The workflow enforces mandatory validation tests, including balance sheet footing (Assets = Liabilities + Equity), cash flow reconciliation, circularity convergence, and a strict 'no hardcoding' rule in formulas.

Can I use this skill to analyze historical financial statements?

This skill is specifically designed for forward-looking modeling and valuation. For analyzing historical data, it is recommended to use the 'financial-analysis' skill.

Financial Modeling Workflow

Name: Financial Modeling Workflow
Author: LerianStudio

byLerianStudio

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Data Science & ML

Builds validated, institutional-grade financial models including DCF, LBO, and M&A valuations with comprehensive scenario analysis.

This skill provides a rigorous, six-phase workflow for creating high-integrity financial models, ranging from intrinsic valuations to complex transaction models. It enforces institutional-grade standards by mandating input separation, architectural design, and thorough validation tests to ensure balance sheet reconciliation and formula accuracy. By automating the transition from scoping to build while requiring explicit assumption documentation, it enables users to generate audit-ready models with built-in sensitivity and scenario analysis for informed decision-making.

Key Features

01Mandatory audit trails and assumption registers for model transparency

0248 GitHub stars

03Six-phase structured modeling workflow from scoping to documentation

04Support for DCF, LBO, M&A, and integrated Three-Statement models

05Integrated 2x2 sensitivity tables and scenario analysis (Base/Upside/Downside)

06Automated validation for balance sheets, cash flows, and circular logic

Use Cases

01Performing intrinsic company valuation using Discounted Cash Flow (DCF) and trading comps

02Developing integrated three-statement operating projections for strategic business planning

03Modeling Leveraged Buyout (LBO) or M&A transactions to evaluate IRR, MOIC, and accretion/dilution

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add lerianstudio/ring financial-modeling

For use in Claude.ai and ChatGPT

Download Skill