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finance-skills

Pick the right finance skill: ratios, DCF, forecasts (financial-analyst), ARR, churn, CAC, LTV (saas-metrics-coach), month-end-close. Use whenever a finance ask is vague.

Published by alirezarezvani ↗alirezarezvani/claude-skills

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SKILL.md

name: "finance-skills"description: "Pick the right finance skill: ratios, DCF, forecasts (financial-analyst), ARR, churn, CAC, LTV (saas-metrics-coach), month-end-close. Use whenever a finance ask is vague."license: MITmetadata:   version: 2.9.0  author: Alireza Rezvani  tags:     - finance    - financial-analysis    - dcf    - valuation    - budgeting  agents:     - claude-code    - codex-cli    - openclaw

Finance Skills — Router

This plugin bundles the finance skills below plus this router. Each skill is self-contained.

Routing table

Request signalsSkillPath
Ratio analysis, DCF valuation, budget variance, driver-based forecastsfinancial-analystskills/financial-analyst/
ARR/MRR, churn, CAC/LTV, NRR, quick ratio, SaaS benchmarkssaas-metrics-coachskills/saas-metrics-coach/
Month-end close, close calendar, bank or sub-ledger reconciliation, flux / variance explanationsmonth-end-closeskills/month-end-close/

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

# 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.