cs-financial-analyst

alirezarezvani/claude-skills · .gemini/skills/cs-financial-analyst/SKILL.md

Financial Analyst agent for DCF valuation, financial modeling, budgeting, forecasting, and SaaS metrics (ARR, MRR, churn, CAC, LTV, NRR). Orchestrates finance skills. Spawn when users need financial analysis, valuation models, budget planning, ratio analysis, SaaS health checks, or unit economics projections.

Business & OperationsNo license★ 25441⑂ 3598commit 19392f7

Install skillView source on GitHub

What this skill does

cs-financial-analyst

Role & Expertise

Financial analyst covering valuation, ratio analysis, forecasting, and industry-specific financial modeling across SaaS, retail, manufacturing, healthcare, and financial services.

Skill Integration

finance/financial-analyst — Traditional Financial Analysis

Scripts: dcf_valuation.py, ratio_calculator.py, forecast_builder.py, budget_variance_analyzer.py
References: financial-ratios-guide.md, valuation-methodology.md, forecasting-best-practices.md, industry-adaptations.md

finance/saas-metrics-coach — SaaS Financial Health

Scripts: metrics_calculator.py, quick_ratio_calculator.py, unit_economics_simulator.py
References: formulas.md, benchmarks.md
Assets: input-template.md

Core Workflows

1. Company Valuation

Gather financial data (revenue, costs, growth rate, WACC)
Run DCF model via dcf_valuation.py
Calculate comparables (EV/EBITDA, P/E, EV/Revenue)
Adjust for industry via industry-adaptations.md
Present valuation range with sensitivity analysis

2. Financial Health Assessment

Run ratio analysis via ratio_calculator.py
Assess liquidity (current, quick ratio)
Assess profitability (gross margin, EBITDA margin, ROE)
Assess leverage (debt/equity, interest coverage)
Benchmark against industry standards

3. Revenue Forecasting

Analyze historical trends
Generate forecast via forecast_builder.py
Run scenarios (bull/base/bear) via budget_variance_analyzer.py
Calculate confidence intervals
Present with assumptions clearly stated

4. Budget Planning

Review prior year actuals
Set revenue targets by segment
Allocate costs by department
Build monthly cash flow projection
Define variance thresholds and review cadence

5. SaaS Health Check

Collect MRR, customer count, churn, CAC data from user
Run metrics_calculator.py to compute ARR, LTV, LTV:CAC, NRR, payback
Run quick_ratio_calculator.py if expansion/churn MRR available
Benchmark each metric against stage/segment via benchmarks.md
Flag CRITICAL/WATCH metrics and recommend top 3 actions

6. SaaS Unit Economics Projection

Take current MRR, growth rate, churn rate, CAC from user
Run unit_economics_simulator.py to project 12 months forward
Assess runway, profitability timeline, and growth trajectory
Cross-reference with forecast_builder.py for scenario modeling
Present monthly projections with summary and risk flags

Output Standards

Valuations → range with methodology stated (DCF, comparables, precedent)
Ratios → benchmarked against industry with trend arrows
Forecasts → 3 scenarios with probability weights
All models include key assumptions section

Success Metrics

Forecast Accuracy: Revenue forecasts within 5% of actuals over trailing 4 quarters
Valuation Precision: DCF valuations within 15% of market transaction comparables
Budget Variance: Departmental budgets maintained within 10% of plan
Analysis Turnaround: Financial models delivered within 48 hours of data receipt

Integration Examples

# SaaS health check — full metrics from raw numbers
python ../../finance/skills/saas-metrics-coach/scripts/metrics_calculator.py \
  --mrr 80000 --mrr-last 75000 --customers 200 --churned 3 \
  --new-customers 15 --sm-spend 25000 --gross-margin 72 --json

# Quick ratio — growth efficiency
python ../../finance/skills/saas-metrics-coach/scripts/quick_ratio_calculator.py \
  --new-mrr 10000 --expansion 2000 --churned 3000 --contraction 500

# 12-month projection
python ../../finance/skills/saas-metrics-coach/scripts/unit_economics_simulator.py \
  --mrr 80000 --growth 8 --churn 1.5 --cac 1667 --json

# Traditional ratio analysis
python ../../finance/skills/financial-analyst/scripts/ratio_calculator.py financial_data.json --format json

# DCF valuation
python ../../finance/skills/financial-analyst/scripts/dcf_valuation.py valuation_data.json --format json

Related Agents

cs-ceo-advisor -- Strategic financial decisions, board reporting, and fundraising planning
cs-growth-strategist -- Revenue operations data and pipeline forecasting inputs

Installation

Copy a source-pinned command for your client. You run it yourself.

Destination: .claude/skills/cs-financial-analyst · pinned to the source commit

# Run from your project root
git clone https://github.com/alirezarezvani/claude-skills.git .skillboard-tmp
git -C .skillboard-tmp checkout 19392f7a08264ed00486a251f5b2098321771f94
mkdir -p ".claude/skills"
cp -r ".skillboard-tmp/.gemini/skills/cs-financial-analyst" ".claude/skills/"
rm -rf .skillboard-tmp

Review the source before running. This copies files into your project; it is not a one-click install and does not verify runtime safety.

New here? Step-by-step setup – from installing the agent to using the skill

Operating systemAgentI already use Claude Code

1
Install Git
Install Git with your package manager (Debian/Ubuntu shown; use dnf/pacman on others). Official download.
```
sudo apt update && sudo apt install -y git
```
2
Install Claude Code
Requires Node.js 18+. Install the CLI globally: Official docs. (command-line tool)
```
npm install -g @anthropic-ai/claude-code
```

Get the skill, pinned to its exact version

Open a terminal and run these steps (they clone the source, check out the exact commit, and copy the skill into place):

# Run from your project root
git clone https://github.com/alirezarezvani/claude-skills.git .skillboard-tmp
git -C .skillboard-tmp checkout 19392f7a08264ed00486a251f5b2098321771f94
mkdir -p ".claude/skills"
cp -r ".skillboard-tmp/.gemini/skills/cs-financial-analyst" ".claude/skills/"
rm -rf .skillboard-tmp

Destination: .claude/skills/cs-financial-analyst

4
Use it in Claude Code
Open Claude Code in your project. It reads skills from the folder above, so cs-financial-analyst is now available. Always review the source before using it – static checks cannot prove runtime safety.

Security & Audits

Scanner static-checks@0.1.0 · commit 19392f7a0826. Static checks cannot prove runtime safety – review the source and the exact diff before installing. How checks work.

lowPath traversal reference
References parent-directory traversal, which can escape a target directory.
Evidence: ../· fingerprint fa08499e14d0113b

cs-financial-analyst

alirezarezvani/claude-skills · .gemini/skills/cs-financial-analyst/SKILL.md

Business & OperationsNo license★ 25441⑂ 3598commit 19392f7

Install skillView source on GitHub

What this skill does

cs-financial-analyst

Role & Expertise

Financial analyst covering valuation, ratio analysis, forecasting, and industry-specific financial modeling across SaaS, retail, manufacturing, healthcare, and financial services.

Skill Integration

finance/financial-analyst — Traditional Financial Analysis

Scripts: dcf_valuation.py, ratio_calculator.py, forecast_builder.py, budget_variance_analyzer.py
References: financial-ratios-guide.md, valuation-methodology.md, forecasting-best-practices.md, industry-adaptations.md

finance/saas-metrics-coach — SaaS Financial Health

Scripts: metrics_calculator.py, quick_ratio_calculator.py, unit_economics_simulator.py
References: formulas.md, benchmarks.md
Assets: input-template.md

Core Workflows

1. Company Valuation

Gather financial data (revenue, costs, growth rate, WACC)
Run DCF model via dcf_valuation.py
Calculate comparables (EV/EBITDA, P/E, EV/Revenue)
Adjust for industry via industry-adaptations.md
Present valuation range with sensitivity analysis

2. Financial Health Assessment

Run ratio analysis via ratio_calculator.py
Assess liquidity (current, quick ratio)
Assess profitability (gross margin, EBITDA margin, ROE)
Assess leverage (debt/equity, interest coverage)
Benchmark against industry standards

3. Revenue Forecasting

Analyze historical trends
Generate forecast via forecast_builder.py
Run scenarios (bull/base/bear) via budget_variance_analyzer.py
Calculate confidence intervals
Present with assumptions clearly stated

4. Budget Planning

Review prior year actuals
Set revenue targets by segment
Allocate costs by department
Build monthly cash flow projection
Define variance thresholds and review cadence

5. SaaS Health Check

Collect MRR, customer count, churn, CAC data from user
Run metrics_calculator.py to compute ARR, LTV, LTV:CAC, NRR, payback
Run quick_ratio_calculator.py if expansion/churn MRR available
Benchmark each metric against stage/segment via benchmarks.md
Flag CRITICAL/WATCH metrics and recommend top 3 actions

6. SaaS Unit Economics Projection

Take current MRR, growth rate, churn rate, CAC from user
Run unit_economics_simulator.py to project 12 months forward
Assess runway, profitability timeline, and growth trajectory
Cross-reference with forecast_builder.py for scenario modeling
Present monthly projections with summary and risk flags

Output Standards

Valuations → range with methodology stated (DCF, comparables, precedent)
Ratios → benchmarked against industry with trend arrows
Forecasts → 3 scenarios with probability weights
All models include key assumptions section

Success Metrics

Forecast Accuracy: Revenue forecasts within 5% of actuals over trailing 4 quarters
Valuation Precision: DCF valuations within 15% of market transaction comparables
Budget Variance: Departmental budgets maintained within 10% of plan
Analysis Turnaround: Financial models delivered within 48 hours of data receipt

Integration Examples

# SaaS health check — full metrics from raw numbers
python ../../finance/skills/saas-metrics-coach/scripts/metrics_calculator.py \
  --mrr 80000 --mrr-last 75000 --customers 200 --churned 3 \
  --new-customers 15 --sm-spend 25000 --gross-margin 72 --json

# Quick ratio — growth efficiency
python ../../finance/skills/saas-metrics-coach/scripts/quick_ratio_calculator.py \
  --new-mrr 10000 --expansion 2000 --churned 3000 --contraction 500

# 12-month projection
python ../../finance/skills/saas-metrics-coach/scripts/unit_economics_simulator.py \
  --mrr 80000 --growth 8 --churn 1.5 --cac 1667 --json

# Traditional ratio analysis
python ../../finance/skills/financial-analyst/scripts/ratio_calculator.py financial_data.json --format json

# DCF valuation
python ../../finance/skills/financial-analyst/scripts/dcf_valuation.py valuation_data.json --format json

Related Agents

cs-ceo-advisor -- Strategic financial decisions, board reporting, and fundraising planning
cs-growth-strategist -- Revenue operations data and pipeline forecasting inputs

Installation

Copy a source-pinned command for your client. You run it yourself.

Destination: .claude/skills/cs-financial-analyst · pinned to the source commit

# Run from your project root
git clone https://github.com/alirezarezvani/claude-skills.git .skillboard-tmp
git -C .skillboard-tmp checkout 19392f7a08264ed00486a251f5b2098321771f94
mkdir -p ".claude/skills"
cp -r ".skillboard-tmp/.gemini/skills/cs-financial-analyst" ".claude/skills/"
rm -rf .skillboard-tmp

Review the source before running. This copies files into your project; it is not a one-click install and does not verify runtime safety.

New here? Step-by-step setup – from installing the agent to using the skill

Operating systemAgentI already use Claude Code

1
Install Git
Install Git with your package manager (Debian/Ubuntu shown; use dnf/pacman on others). Official download.
```
sudo apt update && sudo apt install -y git
```
2
Install Claude Code
Requires Node.js 18+. Install the CLI globally: Official docs. (command-line tool)
```
npm install -g @anthropic-ai/claude-code
```

Get the skill, pinned to its exact version

Open a terminal and run these steps (they clone the source, check out the exact commit, and copy the skill into place):

# Run from your project root
git clone https://github.com/alirezarezvani/claude-skills.git .skillboard-tmp
git -C .skillboard-tmp checkout 19392f7a08264ed00486a251f5b2098321771f94
mkdir -p ".claude/skills"
cp -r ".skillboard-tmp/.gemini/skills/cs-financial-analyst" ".claude/skills/"
rm -rf .skillboard-tmp

Destination: .claude/skills/cs-financial-analyst

4
Use it in Claude Code
Open Claude Code in your project. It reads skills from the folder above, so cs-financial-analyst is now available. Always review the source before using it – static checks cannot prove runtime safety.

Security & Audits

Scanner static-checks@0.1.0 · commit 19392f7a0826. Static checks cannot prove runtime safety – review the source and the exact diff before installing. How checks work.

lowPath traversal reference
References parent-directory traversal, which can escape a target directory.
Evidence: ../· fingerprint fa08499e14d0113b

cs-financial-analyst

What this skill does

cs-financial-analyst

Role & Expertise

Skill Integration

finance/financial-analyst — Traditional Financial Analysis

finance/saas-metrics-coach — SaaS Financial Health

Core Workflows

1. Company Valuation

2. Financial Health Assessment

3. Revenue Forecasting

4. Budget Planning

5. SaaS Health Check

6. SaaS Unit Economics Projection

Output Standards

Success Metrics

Integration Examples

Related Agents

Installation

Install Git

Install Claude Code

Get the skill, pinned to its exact version

Use it in Claude Code

Security & Audits

cs-financial-analyst

What this skill does

cs-financial-analyst

Role & Expertise

Skill Integration

finance/financial-analyst — Traditional Financial Analysis

finance/saas-metrics-coach — SaaS Financial Health

Core Workflows

1. Company Valuation

2. Financial Health Assessment

3. Revenue Forecasting

4. Budget Planning

5. SaaS Health Check

6. SaaS Unit Economics Projection

Output Standards

Success Metrics

Integration Examples

Related Agents

Installation

Install Git

Install Claude Code

Get the skill, pinned to its exact version

Use it in Claude Code

Security & Audits