claude-skills/finance/CLAUDE.md
Claude b5967f11f4
docs: update CLAUDE.md + README.md to v2.4.4 (post-promotion sync)
- Root CLAUDE.md: bump v2.3.0 -> v2.4.4, add Reliability Portfolio
  highlights (slo-architect, chaos-engineering, kubernetes-operator,
  feature-flags-architect, ship-gate, Atlassian Remote MCP).
- Root README.md: badges (Skills 235->188, Agents 28->30, Commands
  27->33), tagline, skills overview table per domain.
- Domain CLAUDE.md updates:
    project-management 6 -> 9 (Atlassian MCP bundled)
    ra-qm-team 13 -> 14 (SOC 2)
    business-growth 3 -> 5
    finance 2 -> 3 (business-investment-advisor)
    engineering-team 36 -> 32 (post-restructure dedup)
    product-team 16 -> 13
2026-05-10 07:20:51 +00:00

107 lines
3.7 KiB
Markdown

# Finance Skills - Claude Code Guidance
This guide covers the 3 production-ready finance skills and their Python automation tools.
## Finance Skills Overview
**Available Skills:**
1. **financial-analyst/** - Financial statement analysis, ratio analysis, DCF valuation, budgeting, forecasting (4 Python tools)
2. **saas-metrics-coach/** - SaaS financial health: ARR, MRR, churn, CAC, LTV, NRR, Quick Ratio, 12-month projections (3 Python tools)
3. **business-investment-advisor/** - Investment thesis evaluation, ROI modeling, capital allocation guidance
**Total Tools:** 7 Python automation tools, 5 knowledge bases, 6 templates
**Commands:** 2 (`/financial-health`, `/saas-health`)
## Python Automation Tools
### 1. Ratio Calculator (`financial-analyst/scripts/ratio_calculator.py`)
**Purpose:** Calculate and interpret financial ratios from statement data
**Features:**
- Profitability ratios (ROE, ROA, Gross/Operating/Net Margin)
- Liquidity ratios (Current, Quick, Cash)
- Leverage ratios (Debt-to-Equity, Interest Coverage, DSCR)
- Efficiency ratios (Asset/Inventory/Receivables Turnover, DSO)
- Valuation ratios (P/E, P/B, P/S, EV/EBITDA, PEG)
- Built-in interpretation and benchmarking
**Usage:**
```bash
python financial-analyst/scripts/ratio_calculator.py financial_data.json
python financial-analyst/scripts/ratio_calculator.py financial_data.json --format json
```
### 2. DCF Valuation (`financial-analyst/scripts/dcf_valuation.py`)
**Purpose:** Discounted Cash Flow enterprise and equity valuation
**Features:**
- Revenue and cash flow projections
- WACC calculation (CAPM-based)
- Terminal value (perpetuity growth and exit multiple methods)
- Enterprise and equity value derivation
- Two-way sensitivity analysis
- No external dependencies (uses math/statistics)
**Usage:**
```bash
python financial-analyst/scripts/dcf_valuation.py valuation_data.json
python financial-analyst/scripts/dcf_valuation.py valuation_data.json --format json
```
### 3. Budget Variance Analyzer (`financial-analyst/scripts/budget_variance_analyzer.py`)
**Purpose:** Analyze actual vs budget vs prior year performance
**Features:**
- Variance calculation (actual vs budget, actual vs prior year)
- Materiality threshold filtering
- Favorable/unfavorable classification
- Department and category breakdown
**Usage:**
```bash
python financial-analyst/scripts/budget_variance_analyzer.py budget_data.json
python financial-analyst/scripts/budget_variance_analyzer.py budget_data.json --format json
```
### 4. Forecast Builder (`financial-analyst/scripts/forecast_builder.py`)
**Purpose:** Driver-based revenue forecasting and cash flow projection
**Features:**
- Driver-based revenue forecast model
- 13-week cash flow projection
- Scenario modeling (base/bull/bear)
- Trend analysis from historical data
**Usage:**
```bash
python financial-analyst/scripts/forecast_builder.py forecast_data.json
python financial-analyst/scripts/forecast_builder.py forecast_data.json --format json
```
## Quality Standards
**All finance Python tools must:**
- Use standard library only (math, statistics, json, argparse)
- Support both JSON and human-readable output via `--format` flag
- Provide clear error messages for invalid input
- Return appropriate exit codes
- Process files locally (no API calls)
- Include argparse CLI with `--help` support
## Related Skills
- **C-Level:** Strategic financial decision-making -> `../c-level-advisor/`
- **Business & Growth:** Revenue operations, sales metrics -> `../business-growth/`
- **Product Team:** Budget allocation, RICE scoring -> `../product-team/`
---
**Last Updated:** May 10, 2026
**Skills Deployed:** 3/3 finance skills production-ready
**Total Tools:** 7 Python automation tools
**Commands:** /financial-health, /saas-health