Financial Analyst
A solid toolkit for financial modeling tasks that would normally require Excel templates and manual calculations. Ships with four Python tools covering ratio analysis (ROE, margins, liquidity metrics), DCF valuation with sensitivity tables, budget variance analysis with materiality thresholds, and driver-based forecasting. The five-phase workflow from scoping through follow-up is well-structured, and validation checkpoints like "every material variance has a root-cause hypothesis" show thought about real analyst work. Industry adaptations for SaaS, retail, manufacturing, and healthcare add context for sector-specific metrics. Best for teams that want reproducible financial analysis with clear audit trails rather than one-off spreadsheets.
- install copies · 90 days. Times the install command was copied on this site in the last 90 days, bots filtered.
- 5
- skills.sh installs
- 228
- GitHub stars
- 1.1K
- last updated
- Aug 21, 2026
Install
$ npx -y skills add borghei/claude-skills --skill financial-analyst --agent claude-codeInstalls 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 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, settle the inputs below. When one is missing or vague and would change the result, ask about it; when it wouldn't, use a sensible default and say which one you used.
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- Repository
- github.com/borghei/claude-skills
- Categories
- Productivity & Planning, Finance & Trading
- First seen
- Jun 3, 2026
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