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.