Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic financial decision-making. Use when analyzing financial statements, building valuation models, assessing budget performance, or constructing financial projections.

skills.sh installs
1.1K
GitHub stars
29.5K
last updated
Aug 21, 2026

Install

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

Installs into .claude/skills of the current project.

Files

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

Sponsors

Details

Repository
github.com/alirezarezvani/claude-skills
Categories
Productivity & Planning, Office & Documents, Finance & Trading
First seen
Jun 3, 2026

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