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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

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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:

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:

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:

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:

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