financial-analysis

Skills

13 in the Claude listing

• 3 statement modelComplete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) .
• Audit xlsAudit a spreadsheet for formula accuracy, errors, and common mistakes.
• Clean data xlsClean up messy spreadsheet data — trim whitespace, fix inconsistent casing, convert numbers-stored-as-text, standardize dates, remove duplicates, and flag mixed-type columns.
• Competitive analysisFramework for building competitive landscape decks — market positioning, competitor deep-dives, comparative analysis, strategic synthesis.
• Comps analysisBuild institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format.
• Dcf modelReal DCF (Discounted Cash Flow) model creation for equity valuation.
• Deck refreshUpdates a presentation with new numbers — quarterly refreshes, earnings updates, comp rolls, rebased market data.
• Ib check deckInvestment banking presentation quality checker.
• Lbo modelThis skill should be used when completing LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials, or investment committee presentations.
• Ppt template creatorCreates self-contained PPT template SKILLS (not presentations) from user-provided PowerPoint templates.
• Pptx authorProduce a .pptx file on disk (headless) instead of driving a live PowerPoint document — for managed-agent sessions with no open Office app.
• Skill creatorGuide for creating effective skills.
• Xlsx authorProduce a .xlsx file on disk (headless) instead of driving a live Excel workbook — for managed-agent sessions with no open Office app.