# Finance Skills

> Routes finance requests to the appropriate skill: financial-analyst for ratio analysis, DCF valuation, and budget variance, or saas-metrics-coach for ARR/MRR, churn, CAC/LTV, and NRR.

- Skill: `alirezarezvani/finance-skills` (Agent Skill)
- Install (CLI): `npx skillmds add alirezarezvani/finance-skills`
- Raw SKILL.md: https://api.skillmd.com/api/skills/alirezarezvani/finance-skills/raw
- Safety review: PASS (external: skill-scanner PASS, skillspector PASS)
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Finance & Business, Budgeting & Forecasting
- Tags: Arr Mrr, Budget Variance, Churn Cac Ltv, Dcf Valuation, Financial Analysis, Ratio Analysis, Saas Metrics
- License: MIT
- Author: Alireza Rezvani (https://skillmd.com/u/alirezarezvani)
- Updated: 2026-07-06
- Page: https://skillmd.com/skills/alirezarezvani/finance-skills

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# 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.