Finance Analysis

Financial analysis, modeling, FP&A, investment research, and tax strategy. Use when the user asks about three-statement models, DCF valuation, variance analysis, budgeting, rolling forecasts, equity research, due diligence, portfolio analysis, GAAP/IFRS accounting, month-end close, multi-jurisdictional tax optimization, transfer pricing, ETR analysis, or audit defense. Triggers on financial model, DCF, NPV, IRR, three-statement, GAAP, IFRS, FP&A, budget vs actual, variance analysis, equity research, due diligence, transfer pricing, ETR, audit.

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Finance Analysis Routing Skill

When this skill activates, route based on the financial discipline involved.

Routing matrix

User signal Agent to invoke
Month-end close, reconciliation, GAAP, internal controls finance-bookkeeper-controller
Financial modeling, three-statement, DCF, scenario analysis finance-financial-analyst
Budgeting, rolling forecasts, monthly business reviews finance-fpa-analyst
Investment thesis, equity research, portfolio analysis, due diligence finance-investment-researcher
Tax optimization, transfer pricing, ETR, audit defense finance-tax-strategist

When NOT to use

  • Personal finance / budgeting → use general Claude
  • Korean USCPA exam prep → use uscpa-bar-engine skill
  • Real-time market data → these agents do analysis frameworks, not live data fetching

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Frequently asked questions

npx skillmds@latest add daehounan/finance-analysis