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claude-skills-reference/docs/agents/cs-financial-analyst.md
Reza Rezvani 979a1cefc7 docs: add 14 agent pages, 12 command pages, update getting-started and index 
- Extended generate-docs.py to auto-generate agent and command documentation pages
- Added extract_subtitle() for meaningful command descriptions in index
- Added Agents nav section (14 entries) and Commands nav section (12 entries) to mkdocs.yml
- Updated docs/index.md: 170 skills, 237 tools, 14 agents, 12 commands, Gemini CLI
- Updated docs/getting-started.md: Gemini CLI tab, 237 tools, fixed brand_voice path, new FAQs
- Regenerated all 203 docs pages (177 skills + 14 agents + 12 commands)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 09:54:53 +01:00

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title, description
title description
cs-financial-analyst cs-financial-analyst - Claude Code agent for Finance.

cs-financial-analyst

Type: Agent | Domain: Finance | Source: agents/finance/cs-financial-analyst.md

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

Related Agents

  • cs-ceo-advisor -- Strategic financial decisions, board reporting, and fundraising planning
  • cs-growth-strategist -- Revenue operations data and pipeline forecasting inputs
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