Finance & Business

jonfdag-dot Bundle

The default analyst role for the finance department at Northwind Logistics. Owns recognized-revenue P&L, segment-margin reconstruction, ARR/MRR roll-ups, and renewal recognition. Reads only from `public.revenue` (recognition events) joined to `public.contracts` — NEVER from `public.orders` (booking signal) or `public.invoices` (collection signal). Pairs with `fp-and-a-analyst` (sister role; forecast/budget side) for full finance coverage.

jonfdag-dot Bundle

Financial Planning & Analysis at Northwind Logistics. Owns the forecast vs. actual book, budget variance reports, runway models, and burn-rate tracking. Sister role to `finance-analyst` — where finance-analyst reports what already happened (recognized revenue, GAAP P&L), FP&A models what's about to happen (forecast, budget, variance, scenario, runway). Reads from `public.budget_lines`, `public.forecasts`, `public.actuals`, `public.cash_balances` — joins to `public.opex_categories` and `public.scenarios`.

jlindstrom21 Bundle

Jeremy Haynes' verbatim framework for conditioning ad pixels (Meta, Google, TikTok, LinkedIn) to consistently find qualified leads. Covers pixel auditing, reconditioning protocols (recondition vs custom conversion vs new pixel), event tracking plans, broky bait design with conditional routing, the 3-tier conversion ladder (awareness/engagement/revenue events), value-based optimization, audience segmentation (lookalikes and exclusions), the conditioning window diagnostic checklist, and the $400K/month webinar case study. Trigger when the user says "pixel conditioning", "broky bait", "qualified leads", "Meta pixel", "Facebook pixel", "ad pixel", "lookalike audience", "conversion ladder", "ROAS dropping", "lead quality", "optimization event", or asks how to fix a contaminated pixel or scale paid traffic without quality degrading. Part of the jl- library (Jeremy Haynes' verbatim skills).

jlindstrom21 Bundle

Jeremy Haynes' verbatim Forester content ad strategy for cold traffic. Covers the 6-step flow (Profile, Content Inventory, Cycle Bin Setup, DR Strategy, Strategic Content Plan, Deliver Plan), Content Cycle Bin 1 (pure views) vs Cycle Bin 2 (strategic), 3-second video view exclusions, manufactured warm audiences, swarm effect, CPM reduction, Meta/TikTok/LinkedIn exclusion setup, budget allocation, blended ROAS attribution, split testing, scaling, and Forester vs Venus Fly Trap tradeoffs. Trigger when the user says "Forester", "content ads", "cold traffic", "warm up audiences", "lower CPMs", "content cycle bin", "swarm effect", or is planning a content-first paid strategy. Part of the jl- library (Jeremy Haynes' verbatim skills).

jlindstrom21 Bundle

Jeremy Haynes' verbatim Chunk Method framework for diagnosing revenue ceilings and scaling past them with multiple conversion mechanisms. Covers market tier analysis (in-market, borderline, mass market), market replenishment dynamics, declining ROAS ceiling signals, the seven conversion mechanisms (call funnels, webinars, DMs, challenges, events, low-ticket-to-high-ticket, shoutouts), majority vs minority hook classification with CTR benchmarks, and a six-step diagnostic flow that outputs a Chunk Method scaling plan. Trigger when the user says "chunk method", "multiple funnels", "revenue ceiling", "hit a ceiling", "add a second funnel", "scale past plateau", "majority hook", "hook testing", "market tier", "mass market", "declining ROAS", or any scaling-past-ceiling diagnosis for clients. Part of the jl- library (Jeremy Haynes' verbatim skills).

jlindstrom21 Bundle

Jeremy Haynes' verbatim framework for scaling paid ads using one unified creative family with daily micro tests. Covers locking in a single core angle, isolating testing variables (hooks, headlines, visual style, CTAs), three-bucket budget allocation (Proven Winners, Scaling Tests, Exploratory Tests), the daily review and decision workflow, scaling rules with statistical significance thresholds, creative fatigue management, and platform-specific guidance for Meta, Google Search, and YouTube. Trigger when the user says "creative testing", "creative family", "scale paid ads", "micro tests", "ad testing framework", "ad iteration", or "scale creative without crashing performance". Part of the jl- library (Jeremy Haynes' verbatim skills).

banibratachatterjee Bundle

Use when programmatically generating invoices, integrating payment gateways, automating credit notes, or calling Salesforce Billing Apex APIs (blng.InvoiceAPI, blng.TransactionAPI) from custom Apex code. Trigger keywords: billing apex, blng.InvoiceAPI, blng.TransactionAPI, payment gateway adapter, invoice generation apex, credit note apex, programmatic invoice. NOT for admin billing setup, billing rule configuration, billing policy UI, or Invoice Run scheduling.

banibratachatterjee Bundle

Use this skill to investigate, diagnose, and resolve data mismatches across the Salesforce Billing reconciliation chain — from Quote Line through Order, Billing Schedule, Invoice, Invoice Line, and Payment to Payment Allocation. Triggers: 'invoice balance does not match payment received', 'blng__Invoice__c status stuck at Posted despite full payment', 'payment allocated but invoice still shows balance due', 'billing schedule amount differs from order product', 'revenue transaction error log records appearing', 'blng__PaymentAllocation__c not closing invoice', 'reconciling billing data for month-end close', 'invoice to payment mismatch in Salesforce Billing'. NOT for configuring revenue recognition rules or Finance Periods (see admin/revenue-recognition-requirements skill), NOT for setting up billing schedules or invoice runs (see admin/billing-schedule-setup skill), NOT for standard Salesforce Opportunity revenue schedules (unrelated to Salesforce Billing), NOT for CRM reporting or Opportunity close date reco

banibratachatterjee Bundle

Compute and budget governor-limit consumption per Flow type with worked math: SOQL, DML rows, CPU time, heap. Includes per-entry-point budget tables, cross-automation shared-limit math, and tuning strategies when a flow hits a ceiling. NOT for general bulkification (use flow-bulkification). NOT for Apex limits (use apex-governor-limits).

taoma888 Bundle

Unified revenue intelligence dashboard — aggregates all income streams (affiliate commissions, ad revenue, subscriptions, digital products), calculates key metrics (MRR, ARPU, LTV, ROAS), and delivers daily/weekly automated reports via WeChat notification. Target: Know your exact revenue status every morning.

taoma888 Bundle

Autonomous revenue generation system — discovers monetization opportunities, validates demand, designs MVPs, and deploys revenue-generating assets in under 2 hours. Target: ¥10,000+/month passive income.

aaronbali Skill

Investigate why conversion rate is down — or answer any question about checkout/booking funnel performance — using Fullstory data. Loads org context, identifies the right funnel, finds what's worsening among dropouts, pulls session evidence, and delivers a plain-English narrative a trading manager or COO can act on. Use this skill whenever someone asks "why is conversion down?", "why are users abandoning checkout?", "what's causing our funnel drop-off?", "our bookings are down this week", "conversion has dropped", or any question about checkout or purchase funnel performance. Also trigger when someone asks what's changed in the user journey or why revenue metrics have shifted.

saolalab Skill

Financial record keeping: chart of accounts, journal entries, monthly close, reconciliation, and invoice management. Use when maintaining financial records and closing books.

travisleeeeee Bundle

Responsibilities

travisleeeeee Bundle

Responsibilities

travisleeeeee Bundle

Responsibilities

asv-digital Skill

Acompanhe cada número do seu lançamento como um PRO. CPL cost, show-up rate, engagement, conversão, revenue, ROI, reembolsos. Benchmarks por tipo.

asv-digital Skill

Estruture públicos para campanhas Meta Ads com funil estratégico. Públicos frios (interesses, lookalikes), mornos (website visitors, engagement), quentes (leads, customers). Segmentação, exclusões, tamanho de audiência, budget allocation.

eterdis Bundle

Strategy cascade based on Roger Martin and A.G. Lafley's Playing to Win framework. Five interconnected choices that define a real strategy — not a vision statement, not a list of priorities, not a strategic plan that's really just a budget with adjectives. Runs in three modes — Diagnostic for building or rebuilding the full cascade, Review for pressure-testing an existing one, and Alert Triggers for defining the tripwires that tell you the cascade is breaking. Updates company-context.md after every run. Triggers on questions about strategy, strategic choices, winning aspiration, where to play, how to win, competitive strategy, or when someone says "we need a strategy" and means it. Based on practice by Eterdis (eterdis.com).

mahabdalla Skill

Design optimal team structures, hiring plans, compensation strategies, and equity allocation for early-stage startups from pre-seed through Series A. Use this skill when planning headcount, determining which roles to hire next, setting compensation or equity ranges, designing org structure, or building a hiring budget aligned to funding milestones.

mahabdalla Skill

Build comprehensive 3-5 year financial models with revenue projections, cost structures, cash flow analysis, and scenario planning for early-stage startups. Use this skill when creating financial projections, calculating burn rate or runway, modeling fundraising scenarios, or preparing investor-ready financials for a seed or Series A raise.

mahabdalla Skill

Calculate TAM/SAM/SOM for market opportunities using top-down, bottom-up, and value theory methodologies. Use this skill when sizing markets, estimating addressable revenue, validating market opportunity for a new venture, or building investor-ready market analysis for a startup pitch or business plan.

mahabdalla Skill

You are an SLO (Service Level Objective) expert specializing in implementing reliability standards and error budget-based engineering practices. Design comprehensive SLO frameworks, establish meaningful SLIs, and create monitoring systems that balance reliability with feature velocity.

nationaalduurzaambeheer Skill

Organiseer en categoriseer facturen uit e-mail. Identificeert facturen, extraheert bedragen en leveranciers, en stuurt door naar je boekhouding.

clawpod-app Skill

Generate SOX sample selections, testing workpapers, and control assessments. Use when planning quarterly or annual SOX 404 testing, pulling a sample for a control (revenue, P2P, ITGC, close), building a testing workpaper template, or evaluating and classifying a control deficiency.

clawpod-app Skill

Generate financial statements (income statement, balance sheet, cash flow) with period-over-period comparison and variance analysis. Use when preparing a monthly or quarterly P&L, closing the books and need to flag material variances, comparing actuals to budget, building a financial summary for leadership review, or looking up GAAP presentation requirements and period-end adjustments.

engineer1999 Skill

Automate Zoho Books accounting workflows including invoice creation, bill management, contact lookup, payment tracking, and multi-organization support through natural language commands

engineer1999 Skill

Wave Accounting toolkit is not currently available as a native integration. No Wave-specific tools were found in the Claude Skill platform. This skill is a placeholder pending future integration.

leooooooow Bundle

Evaluate ad ROAS against ecommerce margin reality, not just attributed revenue. Use when teams need a fast scale/hold/cut decision on paid traffic.

leooooooow Bundle

Calculate how discounts affect revenue, margin, conversion assumptions, and allowable acquisition cost so teams can see whether a promotion is actually worth running.

leooooooow Bundle

Compare ecommerce LTV and CAC using realistic order, margin, and retention assumptions. Use when teams need to know whether acquisition is compounding value or buying fragile revenue.

leooooooow Bundle

Estimate TikTok affiliate ROI before launch using simple revenue, payout, and cost assumptions. Use when teams need a fast go/no-go decision.

usmanskillsmd Skill

Personal budget management with privacy-first local storage. Use when user mentions setting a budget, tracking spending, logging expenses, checking budget status, or managing money by category. Tracks

usmanskillsmd Skill

ai-revenue-tracker

usmanskillsmd Skill

invoice generator — structured Finance & Accounting workflows and templates for business operations.

usmanskillsmd Skill

budget planner — practical Personal Finance tools and guidance for personal development.