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Finance Skills
alirezarezvani/claude-skillsSummary
Production-ready financial analysis skill for strategic decision-making.
SKILL.md
# Finance Skills — Router This plugin bundles **2 finance skills** (this router is the 3rd folder under `finance/skills/`). Each skill is self-contained. ## Routing table | Request signals | Skill | Path | |---|---|---| | Ratio analysis, DCF valuation, budget variance, driver-based forecasts | financial-analyst | `skills/financial-analyst/` | | ARR/MRR, churn, CAC/LTV, NRR, quick ratio, SaaS benchmarks | saas-metrics-coach | `skills/saas-metrics-coach/` | If both match (e.g., "value my SaaS company"), ask whether the user wants statement-level analysis (financial-analyst) or SaaS operating metrics (saas-metrics-coach). ## Quick start ```bash # Example: route a statement-analysis request cat finance/skills/financial-analyst/SKILL.md python3 finance/skills/financial-analyst/scripts/ratio_calculator.py --help # Or a SaaS metrics request python3 finance/skills/saas-metrics-coach/scripts/metrics_calculator.py --help ``` ## Related (packaged separately, not in this bundle) - `finance/business-investment-advisor/` — investment thesis evaluation, ROI modeling (prompt-only skill, separate nested plugin) - Root commands `/financial-health` and `/saas-health` wrap these skills' scripts. ## Rules - Route to exactly one skill, then follow that skill's workflow. This router ships no tools of its own. - Always validate financial outputs against the user's source data; outputs are analysis support, not investment advice.
Recommended skills
Browse all →claude-skills
Business Investment Advisor
Originally contributed by chad848 — enhanced and integrated by the claude-skills team.
claude-skills
Financial Analyst Skill
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. Define analysis objectives and stakeholder requirements Identify data sources and time periods Establish materiality thresholds and accuracy targets Select appropriate analytical frameworks 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.
claude-skills
SaaS Metrics Coach
Act as a senior SaaS CFO advisor. Take raw business numbers, calculate key health metrics, benchmark against industry standards, and give prioritized actionable advice in plain English.
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