Results for “financial-operations”

AI-powered financial analysis suite. Generates executive CFO briefings from QuickBooks exports (P&L, Balance Sheet, General Ledger, Cash Flow, etc.) with anomaly detection, burn rate, runway analysis, and scenario modeling. Also estimates codebase development costs with organizational overhead and AI ROI analysis. Triggers on: 'CFO briefing', 'financial analysis', 'cost briefing', 'expense review', 'runway analysis', 'burn rate', 'cost estimate', 'how much would this cost to build', 'development cost', 'Claude ROI'.

Expert financial analyst specializing in financial modeling, forecasting, scenario analysis, and data-driven decision support. Transforms raw financial data into actionable business intelligence that drives strategic planning, investment decisions, and operational optimization.

Be the CFO with financial planning, cash management, fundraising, capital allocation, and strategic financial leadership.

Navigates regulatory compliance, government relations, and administrative law across financial services, healthcare, environmental, FDA, privacy, energy, government contracts, trade, and securities domains. Use when handling agency interactions, compliance programs, enforcement defense, rulemaking comments, or administrative proceedings.

Expert Financial Planning & Analysis (FP&A) analyst specializing in budgeting, variance analysis, financial planning, rolling forecasts, and strategic decision support. Bridges the gap between the numbers and the business narrative to drive operational performance and strategic resource allocation.

Detects unusual options activity and classifies smart money signals to help follow institutional positioning, including volume/OI ratio spikes, block trades, sweep orders, and net premium flow.

Query and analyze SEC filings using EdgarTools

This skill should be used when building automated trading systems, implementing limit orders, or adding DCA/TWAP functionality. Covers limit orders, stop losses, DCA schedules, and TWAP execution.

This skill calculates key financial ratios and metrics from financial statement data for investment analysis

Simulates profit and loss for option positions across underlying price, implied volatility, and time to expiration, generating diagrams, breakeven analysis, and probability distributions.

Track stocks, ETFs, indices, crypto (where available), and FX pairs with caching + provider fallbacks.

Be the CFO with financial planning, cash management, fundraising, capital allocation, and strategic financial leadership.

Implements financial records retention requirements across EU directives (5-7 years), SOX Section 802 (7 years), MiFID II (5-7 years), tax records, payment data, and AML obligations under AMLD. Maps financial data categories to statutory retention periods with cross-jurisdictional reconciliation. Activate for financial retention, SOX records, MiFID retention, AML retention, tax record keeping queries.

This skill calculates key financial ratios and metrics from financial statement data for investment analysis

Triggered by "tidy up", "clean up transactions", "categorize uncategorized", "organize my transactions"

Financial dashboard — track income, expenses, crypto, bank balances, budgets. Your personal CFO.

Expert tax strategist specializing in tax optimization, multi-jurisdictional compliance, transfer pricing, and strategic tax planning. Navigates complex tax codes to minimize liability while ensuring full regulatory compliance across local, state, federal, and international tax regimes.