Files
claude-skills-reference/agents/finance/cs-financial-analyst.md
Alireza Rezvani a68ae3a05e Dev (#305)
* chore: update gitignore for audit reports and playwright cache

* fix: add YAML frontmatter (name + description) to all SKILL.md files

- Added frontmatter to 34 skills that were missing it entirely (0% Tessl score)
- Fixed name field format to kebab-case across all 169 skills
- Resolves #284

* chore: sync codex skills symlinks [automated]

* fix: optimize 14 low-scoring skills via Tessl review (#290)

Tessl optimization: 14 skills improved from ≤69% to 85%+. Closes #285, #286.

* chore: sync codex skills symlinks [automated]

* fix: optimize 18 skills via Tessl review + compliance fix (closes #287) (#291)

Phase 1: 18 skills optimized via Tessl (avg 77% → 95%). Closes #287.

* feat: add scripts and references to 4 prompt-only skills + Tessl optimization (#292)

Phase 2: 3 new scripts + 2 reference files for prompt-only skills. Tessl 45-55% → 94-100%.

* feat: add 6 agents + 5 slash commands for full coverage (v2.7.0) (#293)

Phase 3: 6 new agents (all 9 categories covered) + 5 slash commands.

* fix: Phase 5 verification fixes + docs update (#294)

Phase 5 verification fixes

* chore: sync codex skills symlinks [automated]

* fix: marketplace audit — all 11 plugins validated by Claude Code (#295)

Marketplace audit: all 11 plugins validated + installed + tested in Claude Code

* fix: restore 7 removed plugins + revert playwright-pro name to pw

Reverts two overly aggressive audit changes:
- Restored content-creator, demand-gen, fullstack-engineer, aws-architect,
  product-manager, scrum-master, skill-security-auditor to marketplace
- Reverted playwright-pro plugin.json name back to 'pw' (intentional short name)

* refactor: split 21 over-500-line skills into SKILL.md + references (#296)

* chore: sync codex skills symlinks [automated]

* docs: update all documentation with accurate counts and regenerated skill pages

- Update skill count to 170, Python tools to 213, references to 314 across all docs
- Regenerate all 170 skill doc pages from latest SKILL.md sources
- Update CLAUDE.md with v2.1.1 highlights, accurate architecture tree, and roadmap
- Update README.md badges and overview table
- Update marketplace.json metadata description and version
- Update mkdocs.yml, index.md, getting-started.md with correct numbers

* fix: add root-level SKILL.md and .codex/instructions.md to all domains (#301)

Root cause: CLI tools (ai-agent-skills, agent-skills-cli) look for SKILL.md
at the specified install path. 7 of 9 domain directories were missing this
file, causing "Skill not found" errors for bundle installs like:
  npx ai-agent-skills install alirezarezvani/claude-skills/engineering-team

Fix:
- Add root-level SKILL.md with YAML frontmatter to 7 domains
- Add .codex/instructions.md to 8 domains (for Codex CLI discovery)
- Update INSTALLATION.md with accurate skill counts (53→170)
- Add troubleshooting entry for "Skill not found" error

All 9 domains now have: SKILL.md + .codex/instructions.md + plugin.json

Closes #301

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add Gemini CLI + OpenClaw support, fix Codex missing 25 skills

Gemini CLI:
- Add GEMINI.md with activation instructions
- Add scripts/gemini-install.sh setup script
- Add scripts/sync-gemini-skills.py (194 skills indexed)
- Add .gemini/skills/ with symlinks for all skills, agents, commands
- Remove phantom medium-content-pro entries from sync script
- Add top-level folder filter to prevent gitignored dirs from leaking

Codex CLI:
- Fix sync-codex-skills.py missing "engineering" domain (25 POWERFUL skills)
- Regenerate .codex/skills-index.json: 124 → 149 skills
- Add 25 new symlinks in .codex/skills/

OpenClaw:
- Add OpenClaw installation section to INSTALLATION.md
- Add ClawHub install + manual install + YAML frontmatter docs

Documentation:
- Update INSTALLATION.md with all 4 platforms + accurate counts
- Update README.md: "three platforms" → "four platforms" + Gemini quick start
- Update CLAUDE.md with Gemini CLI support in v2.1.1 highlights
- Update SKILL-AUTHORING-STANDARD.md + SKILL_PIPELINE.md with Gemini steps
- Add OpenClaw + Gemini to installation locations reference table

Marketplace: all 18 plugins validated — sources exist, SKILL.md present

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat(product,pm): world-class product & PM skills audit — 6 scripts, 5 agents, 7 commands, 23 references/assets

Phase 1 — Agent & Command Foundation:
- Rewrite cs-project-manager agent (55→515 lines, 4 workflows, 6 skill integrations)
- Expand cs-product-manager agent (408→684 lines, orchestrates all 8 product skills)
- Add 7 slash commands: /rice, /okr, /persona, /user-story, /sprint-health, /project-health, /retro

Phase 2 — Script Gap Closure (2,779 lines):
- jira-expert: jql_query_builder.py (22 patterns), workflow_validator.py
- confluence-expert: space_structure_generator.py, content_audit_analyzer.py
- atlassian-admin: permission_audit_tool.py
- atlassian-templates: template_scaffolder.py (Confluence XHTML generation)

Phase 3 — Reference & Asset Enrichment:
- 9 product references (competitive-teardown, landing-page-generator, saas-scaffolder)
- 6 PM references (confluence-expert, atlassian-admin, atlassian-templates)
- 7 product assets (templates for PRD, RICE, sprint, stories, OKR, research, design system)
- 1 PM asset (permission_scheme_template.json)

Phase 4 — New Agents:
- cs-agile-product-owner, cs-product-strategist, cs-ux-researcher

Phase 5 — Integration & Polish:
- Related Skills cross-references in 8 SKILL.md files
- Updated product-team/CLAUDE.md (5→8 skills, 6→9 tools, 4 agents, 5 commands)
- Updated project-management/CLAUDE.md (0→12 scripts, 3 commands)
- Regenerated docs site (177 pages), updated homepage and getting-started

Quality audit: 31 files reviewed, 29 PASS, 2 fixed (copy-frameworks.md, governance-framework.md)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: audit and repair all plugins, agents, and commands

- Fix 12 command files: correct CLI arg syntax, script paths, and usage docs
- Fix 3 agents with broken script/reference paths (cs-content-creator,
  cs-demand-gen-specialist, cs-financial-analyst)
- Add complete YAML frontmatter to 5 agents (cs-growth-strategist,
  cs-engineering-lead, cs-senior-engineer, cs-financial-analyst,
  cs-quality-regulatory)
- Fix cs-ceo-advisor related agent path
- Update marketplace.json metadata counts (224 tools, 341 refs, 14 agents,
  12 commands)

Verified: all 19 scripts pass --help, all 14 agent paths resolve, mkdocs
builds clean.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: repair 25 Python scripts failing --help across all domains

- Fix Python 3.10+ syntax (float | None → Optional[float]) in 2 scripts
- Add argparse CLI handling to 9 marketing scripts using raw sys.argv
- Fix 10 scripts crashing at module level (wrap in __main__, add argparse)
- Make yaml/prefect/mcp imports conditional with stdlib fallbacks (4 scripts)
- Fix f-string backslash syntax in project_bootstrapper.py
- Fix -h flag conflict in pr_analyzer.py
- Fix tech-debt.md description (score → prioritize)

All 237 scripts now pass python3 --help verification.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix(product-team): close 3 verified gaps in product skills

- Fix competitive-teardown/SKILL.md: replace broken references
  DATA_COLLECTION.md → references/data-collection-guide.md and
  TEMPLATES.md → references/analysis-templates.md (workflow was broken
  at steps 2 and 4)

- Upgrade landing_page_scaffolder.py: add TSX + Tailwind output format
  (--format tsx) matching SKILL.md promise of Next.js/React components.
  4 design styles (dark-saas, clean-minimal, bold-startup, enterprise).
  TSX is now default; HTML preserved via --format html

- Rewrite README.md: fix stale counts (was 5 skills/15+ tools, now
  accurately shows 8 skills/9 tools), remove 7 ghost scripts that
  never existed (sprint_planner.py, velocity_tracker.py, etc.)

- Fix tech-debt.md description (score → prioritize)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* release: v2.1.2 — landing page TSX output, brand voice integration, docs update

- Landing page generator defaults to Next.js TSX + Tailwind CSS (4 design styles)
- Brand voice analyzer integrated into landing page generation workflow
- CHANGELOG, CLAUDE.md, README.md updated for v2.1.2
- All 13 plugin.json + marketplace.json bumped to 2.1.2
- Gemini/Codex skill indexes re-synced
- Backward compatible: --format html preserved, no breaking changes

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

---------

Co-authored-by: alirezarezvani <5697919+alirezarezvani@users.noreply.github.com>
Co-authored-by: Leo <leo@openclaw.ai>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 09:48:49 +01:00

2.8 KiB

name, description, skills, domain, model, tools
name description skills domain model tools
cs-financial-analyst Financial Analyst agent for DCF valuation, financial modeling, budgeting, and forecasting. Orchestrates finance skills. Spawn when users need financial statements analysis, valuation models, budget planning, ratio analysis, or industry benchmarking. finance finance sonnet
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cs-financial-analyst

Role & Expertise

Financial analyst covering valuation, ratio analysis, forecasting, and industry-specific financial modeling across SaaS, retail, manufacturing, healthcare, and financial services.

Skill Integration

  • finance/financial-analyst — DCF modeling, ratio analysis, forecasting, scenario planning
    • Scripts: dcf_valuation.py, ratio_calculator.py, forecast_builder.py, budget_variance_analyzer.py
    • References: financial-ratios-guide.md, valuation-methodology.md, forecasting-best-practices.md, industry-adaptations.md

Core Workflows

1. Company Valuation

  1. Gather financial data (revenue, costs, growth rate, WACC)
  2. Run DCF model via dcf_valuation.py
  3. Calculate comparables (EV/EBITDA, P/E, EV/Revenue)
  4. Adjust for industry via industry-adaptations.md
  5. Present valuation range with sensitivity analysis

2. Financial Health Assessment

  1. Run ratio analysis via ratio_calculator.py
  2. Assess liquidity (current, quick ratio)
  3. Assess profitability (gross margin, EBITDA margin, ROE)
  4. Assess leverage (debt/equity, interest coverage)
  5. Benchmark against industry standards

3. Revenue Forecasting

  1. Analyze historical trends
  2. Generate forecast via forecast_builder.py
  3. Run scenarios (bull/base/bear) via budget_variance_analyzer.py
  4. Calculate confidence intervals
  5. Present with assumptions clearly stated

4. Budget Planning

  1. Review prior year actuals
  2. Set revenue targets by segment
  3. Allocate costs by department
  4. Build monthly cash flow projection
  5. Define variance thresholds and review cadence

Output Standards

  • Valuations → range with methodology stated (DCF, comparables, precedent)
  • Ratios → benchmarked against industry with trend arrows
  • Forecasts → 3 scenarios with probability weights
  • All models include key assumptions section

Success Metrics

  • Forecast Accuracy: Revenue forecasts within 5% of actuals over trailing 4 quarters
  • Valuation Precision: DCF valuations within 15% of market transaction comparables
  • Budget Variance: Departmental budgets maintained within 10% of plan
  • Analysis Turnaround: Financial models delivered within 48 hours of data receipt
  • cs-ceo-advisor -- Strategic financial decisions, board reporting, and fundraising planning
  • cs-growth-strategist -- Revenue operations data and pipeline forecasting inputs