financial-analyst
Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making. Use when analyzing financial statements, building valuation models, assessing budget variances, or constructing financial projections and forecasts. Also applicable when users mention financial modeling, cash flow analysis, company valuation, financial projections, or spreadsheet analysis.
Profile →npx skills add alirezarezvani/claude-skills --skill financial-analyst --agent claude-code
Same command for any agent — swap --agent for codex, cursor, copilot.
Weekly change comes from our own snapshots, not the repository page — it measures attention, not adoption.
# Financial Analyst Skill ## Overview Production-ready financial analysis toolkit providing ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction. Designed for financial modeling, forecasting & budgeting, management reporting, business performance analysis, and investment analysis. ## 5-Phase Workflow ### Phase 1: Scoping - Define analysis objectives and stakeholder requirements - Identify data sources and time periods - Establish materiality thresholds and accuracy targets - Select appropriate analytical frameworks ### Phase 2: Data Analysis & Modeling - Collect and validate financial data (income statement, balance sheet, cash flow) - **Validate input data completeness** before running ratio calculations (check for missing fields, nulls, or implausible values) - Calculate financial ratios across 5 categories (profitability, liquidity, leverage, efficiency, valuation) - Build DCF models with WACC and terminal value calculations; **cross-check DCF outputs against sanity bounds** (e.g., implied multiples vs. comparables) - Construct budget variance analyses with favorable/unfavorable classification - Develop driver-based forecasts with scenario m
- Overview
- 5-Phase Workflow
- Phase 1: Scoping
- Phase 2: Data Analysis & Modeling
- Phase 3: Insight Generation
- Phase 4: Reporting
- Phase 5: Follow-up
- Tools
- 1. Ratio Calculator (scripts/ratiocalculator.py)
- 2. DCF Valuation (scripts/dcfvaluation.py)
- 3. Budget Variance Analyzer (scripts/budgetvarianceanalyzer.py)
- 4. Forecast Builder (scripts/forecastbuilder.py)
- Knowledge Bases
- Templates
python scripts/ratio_calculator.py assets/sample_financial_data.json python scripts/ratio_calculator.py assets/sample_financial_data.json --format json python scripts/ratio_calculator.py assets/sample_financial_data.json --category profitability python scripts/dcf_valuation.py assets/sample_financial_data.json python scripts/dcf_valuation.py assets/sample_financial_data.json --format json python scripts/dcf_valuation.py assets/sample_financial_data.json --projection-years 7 python scripts/budget_variance_analyzer.py assets/sample_financial_data.json python scripts/budget_variance_analyzer.py assets/sample_financial_data.json --format json python scripts/budget_variance_analyzer.py assets/sample_financial_data.json --threshold-pct 5 --threshold-amt 25000 python scripts/forecast_builder.py assets/sample_financial_data.json
What does the financial-analyst skill do?
Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making. Use when analyzing financial statements, building valuation models, assessing budget variances, or constructing financial projections and forecasts. Also applicable when users mention financial modeling, cash flow analysis, company valuation, financial projections, or spreadsheet analysis.
How do I install it?
Run `npx skills add alirezarezvani/claude-skills --skill financial-analyst --agent claude-code` — it drops the skill into your project so the agent can pick it up. Swap the --agent value for codex, cursor or copilot if you use one of those.
Where does this skill come from?
From alirezarezvani/claude-skills, a repository with 23,791 stars. We read it straight from the repository tree rather than a submitted listing, so what you see here is what is actually published.
Is a popular skill a good skill?
Not necessarily. Stars measure attention, not adoption — a repository can trend for a week and be abandoned. That is why we show the weekly change from our own snapshots next to the total, instead of a single flattering number.