Financial Analyst

Financial Analyst

Overview

Deliver industry-standard market research, equity research, comps, precedents, and DCF valuation with explicit assumptions, source citations, and polished outputs in Excel, PowerPoint, or Markdown.

Quick Intake

• Confirm company name, ticker, industry, geography, currency, and units (USD millions, etc.).
• Confirm scope (DCF, comps, precedents, market sizing, competitive strategy, equity research memo) and output formats.
• Gather data sources (CSV/Excel/SQL/API/web) and ask for access details or files.
• Ask for missing inputs; if the user says proceed, use standard assumptions and list them explicitly.

Core Workflows

DCF Model

• Use references/dcf.md for standard structure and checks.
• Build a 5-year forecast, WACC via CAPM, and terminal value via Gordon Growth.
• Produce a valuation summary, sensitivity table, and assumptions table.
• Use assets/templates/dcf-model-template.md as a starting layout if a template helps.

Comparable Companies

• Use references/comps.md for peer selection and table fields.
• Build a comps table with key operating metrics and trading multiples.
• Call out outliers and justify adjustments or exclusions.
• Use assets/templates/comps-template.csv for the table skeleton.

Precedent Transactions

• Use references/precedents.md for deal filters and table fields.
• Build a precedents table with deal values, premiums, and transaction multiples.
• Note deal context (strategic vs. financial buyer, control premium, timing).
• Use assets/templates/precedents-template.csv for the table skeleton.

Market Research

• Use references/market-research.md for market sizing and structure.
• Provide TAM/SAM/SOM with both top-down and bottom-up triangulation when possible.
• Cite sources and state any conversions or extrapolations.
• Use assets/templates/market-research-template.md for the memo layout.

Competitive Strategy and Key Competitors

• Use references/competitive-strategy.md for frameworks and output structure.
• Identify direct, adjacent, and substitute competitors with brief rationale.
• Assess differentiation, moats, pricing power, and distribution advantages.
• Use assets/templates/competitive-strategy-template.md for the memo layout.

Equity Research Memo

• Use references/equity-research.md for the memo structure.
• Present a clear thesis, valuation summary, catalysts, and risks.
• Keep conclusions linked to data and comps/DCF outputs.
• Use assets/templates/er-memo-template.md as a starting outline.

Output Standards

• Provide an assumptions table for every model or valuation.
• Include units, currency, and as-of dates on every table.
• Keep formulas transparent in Excel outputs and document key drivers in Markdown.
• Provide a slide outline when PowerPoint is requested via assets/templates/ppt-outline.md.

Resource Index

• References: references/dcf.md, references/comps.md, references/precedents.md, references/market-research.md, references/competitive-strategy.md, references/equity-research.md
• Assets: assets/templates/dcf-model-template.md, assets/templates/comps-template.csv, assets/templates/precedents-template.csv, assets/templates/market-research-template.md, assets/templates/competitive-strategy-template.md, assets/templates/er-memo-template.md, assets/templates/ppt-outline.md