financial-analyst
Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making
npx skills add majiayu000/claude-skill-registry --skill financial-analyst-alirezarezvani-claude-skills --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 analysts with 3-6 years experience performing 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) - Calculate financial ratios across 5 categories (profitability, liquidity, leverage, efficiency, valuation) - Build DCF models with WACC and terminal value calculations - Construct budget variance analyses with favorable/unfavorable classification - Develop driver-based forecasts with scenario modeling ### Phase 3: Insight Generation - Interpret ratio trends and benchmark against industry standards - Identify material variances and root causes - Assess valuat
- 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 sample_financial_data.json python scripts/ratio_calculator.py sample_financial_data.json --format json python scripts/ratio_calculator.py sample_financial_data.json --category profitability python scripts/dcf_valuation.py valuation_data.json python scripts/dcf_valuation.py valuation_data.json --format json python scripts/dcf_valuation.py valuation_data.json --projection-years 7 python scripts/budget_variance_analyzer.py budget_data.json python scripts/budget_variance_analyzer.py budget_data.json --format json python scripts/budget_variance_analyzer.py budget_data.json --threshold-pct 5 --threshold-amt 25000 python scripts/forecast_builder.py forecast_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
How do I install it?
Run `npx skills add majiayu000/claude-skill-registry --skill financial-analyst-alirezarezvani-claude-skills --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 majiayu000/claude-skill-registry, a repository with 534 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.