Finance Skills - Claude Code Guidance

Finance Skills - Claude Code Guidance

This guide covers the finance skill and its Python automation tools.

Finance Skills Overview

Available Skills:

1. financial-analyst/ - Financial statement analysis, ratio analysis, DCF valuation, budgeting, forecasting (4 Python tools)

Total Tools: 4 Python automation tools, 3 knowledge bases, 5 templates

Python Automation Tools

1. Ratio Calculator (financial-analyst/scripts/ratio_calculator.py)

Purpose: Calculate and interpret financial ratios from statement data

Features:

• Profitability ratios (ROE, ROA, Gross/Operating/Net Margin)
• Liquidity ratios (Current, Quick, Cash)
• Leverage ratios (Debt-to-Equity, Interest Coverage, DSCR)
• Efficiency ratios (Asset/Inventory/Receivables Turnover, DSO)
• Valuation ratios (P/E, P/B, P/S, EV/EBITDA, PEG)
• Built-in interpretation and benchmarking

Usage:

python financial-analyst/scripts/ratio_calculator.py financial_data.json
python financial-analyst/scripts/ratio_calculator.py financial_data.json --format json

2. DCF Valuation (financial-analyst/scripts/dcf_valuation.py)

Purpose: Discounted Cash Flow enterprise and equity valuation

Features:

• Revenue and cash flow projections
• WACC calculation (CAPM-based)
• Terminal value (perpetuity growth and exit multiple methods)
• Enterprise and equity value derivation
• Two-way sensitivity analysis
• No external dependencies (uses math/statistics)

Usage:

python financial-analyst/scripts/dcf_valuation.py valuation_data.json
python financial-analyst/scripts/dcf_valuation.py valuation_data.json --format json

3. Budget Variance Analyzer (financial-analyst/scripts/budget_variance_analyzer.py)

Purpose: Analyze actual vs budget vs prior year performance

Features:

• Variance calculation (actual vs budget, actual vs prior year)
• Materiality threshold filtering
• Favorable/unfavorable classification
• Department and category breakdown

Usage:

python financial-analyst/scripts/budget_variance_analyzer.py budget_data.json
python financial-analyst/scripts/budget_variance_analyzer.py budget_data.json --format json

4. Forecast Builder (financial-analyst/scripts/forecast_builder.py)

Purpose: Driver-based revenue forecasting and cash flow projection

Features:

• Driver-based revenue forecast model
• 13-week cash flow projection
• Scenario modeling (base/bull/bear)
• Trend analysis from historical data

Usage:

python financial-analyst/scripts/forecast_builder.py forecast_data.json
python financial-analyst/scripts/forecast_builder.py forecast_data.json --format json

Quality Standards

All finance Python tools must:

• Use standard library only (math, statistics, json, argparse)
• Support both JSON and human-readable output via --format flag
• Provide clear error messages for invalid input
• Return appropriate exit codes
• Process files locally (no API calls)
• Include argparse CLI with --help support

Related Skills

• C-Level: Strategic financial decision-making -> ../c-level-advisor/
• Business & Growth: Revenue operations, sales metrics -> ../business-growth/
• Product Team: Budget allocation, RICE scoring -> ../product-team/

Last Updated: February 2026 Skills Deployed: 1/1 finance skills production-ready Total Tools: 4 Python automation tools