Financial Analyst

A solid toolkit for financial modeling tasks that would normally require Excel templates and manual calculations. Ships with four Python tools covering ratio analysis (ROE, margins, liquidity metrics), DCF valuation with sensitivity tables, budget variance analysis with materiality thresholds, and driver-based forecasting. The five-phase workflow from scoping through follow-up is well-structured, and validation checkpoints like "every material variance has a root-cause hypothesis" show thought about real analyst work. Industry adaptations for SaaS, retail, manufacturing, and healthcare add context for sector-specific metrics. Best for teams that want reproducible financial analysis with clear audit trails rather than one-off spreadsheets.

Install to Claude Code

npx -y skills add borghei/claude-skills --skill financial-analyst --agent claude-code