cb3fa6b7ea
- Integrate saas-metrics-coach into cs-financial-analyst agent with SaaS health and unit economics workflows - Add /financial-health and /saas-health slash commands - Add /update-docs repo command for post-creation sync pipeline - Remove seek-and-analyze-video skill (requires paid external API) - Update all documentation (CLAUDE.md, README.md, docs site, marketplace) - Sync Codex CLI (150 skills), Gemini CLI (207 items), fix count consistency - Regenerate 206 MkDocs pages, fix docs/index.md meta 170→171, getting-started.md finance bundle 1→2 Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
107 lines
3.6 KiB
Markdown
107 lines
3.6 KiB
Markdown
# Finance Skills - Claude Code Guidance
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This guide covers the finance skills and their Python automation tools.
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## Finance Skills Overview
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**Available Skills:**
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1. **financial-analyst/** - Financial statement analysis, ratio analysis, DCF valuation, budgeting, forecasting (4 Python tools)
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2. **saas-metrics-coach/** - SaaS financial health: ARR, MRR, churn, CAC, LTV, NRR, Quick Ratio, 12-month projections (3 Python tools)
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**Total Tools:** 7 Python automation tools, 5 knowledge bases, 6 templates
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**Commands:** 2 (`/financial-health`, `/saas-health`)
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## Python Automation Tools
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### 1. Ratio Calculator (`financial-analyst/scripts/ratio_calculator.py`)
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**Purpose:** Calculate and interpret financial ratios from statement data
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**Features:**
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- Profitability ratios (ROE, ROA, Gross/Operating/Net Margin)
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- Liquidity ratios (Current, Quick, Cash)
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- Leverage ratios (Debt-to-Equity, Interest Coverage, DSCR)
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- Efficiency ratios (Asset/Inventory/Receivables Turnover, DSO)
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- Valuation ratios (P/E, P/B, P/S, EV/EBITDA, PEG)
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- Built-in interpretation and benchmarking
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**Usage:**
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```bash
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python financial-analyst/scripts/ratio_calculator.py financial_data.json
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python financial-analyst/scripts/ratio_calculator.py financial_data.json --format json
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```
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### 2. DCF Valuation (`financial-analyst/scripts/dcf_valuation.py`)
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**Purpose:** Discounted Cash Flow enterprise and equity valuation
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**Features:**
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- Revenue and cash flow projections
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- WACC calculation (CAPM-based)
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- Terminal value (perpetuity growth and exit multiple methods)
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- Enterprise and equity value derivation
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- Two-way sensitivity analysis
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- No external dependencies (uses math/statistics)
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**Usage:**
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```bash
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python financial-analyst/scripts/dcf_valuation.py valuation_data.json
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python financial-analyst/scripts/dcf_valuation.py valuation_data.json --format json
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```
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### 3. Budget Variance Analyzer (`financial-analyst/scripts/budget_variance_analyzer.py`)
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**Purpose:** Analyze actual vs budget vs prior year performance
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**Features:**
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- Variance calculation (actual vs budget, actual vs prior year)
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- Materiality threshold filtering
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- Favorable/unfavorable classification
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- Department and category breakdown
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**Usage:**
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```bash
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python financial-analyst/scripts/budget_variance_analyzer.py budget_data.json
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python financial-analyst/scripts/budget_variance_analyzer.py budget_data.json --format json
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```
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### 4. Forecast Builder (`financial-analyst/scripts/forecast_builder.py`)
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**Purpose:** Driver-based revenue forecasting and cash flow projection
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**Features:**
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- Driver-based revenue forecast model
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- 13-week cash flow projection
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- Scenario modeling (base/bull/bear)
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- Trend analysis from historical data
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**Usage:**
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```bash
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python financial-analyst/scripts/forecast_builder.py forecast_data.json
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python financial-analyst/scripts/forecast_builder.py forecast_data.json --format json
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```
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## Quality Standards
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**All finance Python tools must:**
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- Use standard library only (math, statistics, json, argparse)
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- Support both JSON and human-readable output via `--format` flag
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- Provide clear error messages for invalid input
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- Return appropriate exit codes
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- Process files locally (no API calls)
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- Include argparse CLI with `--help` support
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## Related Skills
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- **C-Level:** Strategic financial decision-making -> `../c-level-advisor/`
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- **Business & Growth:** Revenue operations, sales metrics -> `../business-growth/`
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- **Product Team:** Budget allocation, RICE scoring -> `../product-team/`
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---
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**Last Updated:** March 2026
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**Skills Deployed:** 2/2 finance skills production-ready
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**Total Tools:** 7 Python automation tools
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**Commands:** /financial-health, /saas-health
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