Agent skill · business finance · borghei
financial-analyst
Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making
Why this skill is useful
Provides specific financial modeling techniques and analysis frameworks that the AI wouldn't reliably generate on its own.
What it needs
About 10k tokens when loaded. Last updated 2026-07-21. 462 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 analysts with 3-6 years experience performing financial modeling, forecasting & budgeting, management reporting, business performance analysis, and investment analysis. Use when The user asks to "run financial ratios", "build a DCF", "analyze budget variance", or "build a forecast" A valuation range is needed for an acquisition, fundraise, or board presentation Actuals vs budget needs investigation (which variances are material, favorable/unfavorable, department breakdown) A rolling 13-week cash flow or driver-based revenue forecast needs construction Sensitivity analysis is required to stress-test valuation or forecast assumptions The user asks about profitability, liquidity, leverage, efficiency, or valuation metrics with industry context Clarify First Before the analysis, confirm these inputs. If any is unknown or vague, ASK — do not assume: [ ] Which analysis — ratios, DCF valuation, budget variance, or forecast (selects the tool and the required input schema; each needs different data) [ ] The decision it supports — acquisition, fundraise, board review, or budget reforecast (sets the executive-summary conclusion and which metrics lead) [ ] Materiality threshold — absolute $ or % of budget (drives which variances surface vs. go to the appendix; default 10% / $50K) [ ] Key assumptions + as-of date — WACC inputs, terminal growth, or forecast drivers and when each was last sourced (drives DCF/forecast outputs and the assumptions appendix) Stop rule: ask only the 2-3 that most change the output. If the user says "just draft it," proceed and list your assumptions at the top of the artifact. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills borghei/financial-analyst