Agent skill · business finance · alirezarezvani
financial-analyst
Analyze financial statements, value a company with a DCF, explain budget variance, build rolling forecasts. Use whenever the user asks what a business is worth or why spend missed budget.
Why this skill is useful
Includes executable scripts for financial ratio calculations, DCF valuation, and budget variance analysis that extend the AI's capabilities in financial modeling.
What it needs
Requires python installed locally. About 3k tokens when loaded. Last updated 2026-08-05. 23,939 stars on the source repository.
What this skill does
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 modeling Phase 3: Insight Generation Interpret ratio trends and benchmark against industry standards Identify material variances and root causes Assess valuation ranges through sensitivity analysis Evaluate forecast scenarios (base/bull/bear) for decision support Phase 4: Reporting Generate executive summaries with key findings Produce detailed variance reports by department and category Deliver DCF valuation reports with sensitivity tables Present rolling forecasts with trend analysis Phase 5: Follow-up Track forecast accuracy (target: +/-5% revenue, +/-3% expenses) Monitor report delivery timeliness (target: 100% on time) Update models with actuals as they become available Refine assumptions based on variance analysis Tools 1. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills alirezarezvani/financial-analyst--60cce9