financial-analyst
Financial Analyst Skill
Overview
Production-ready financial analysis toolkit providing ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction. Designed for financial modeling, forecasting & budgeting, management reporting, business performance analysis, and investment analysis.
5-Phase Workflow
Phase 1: Scoping
- Define analysis objectives and stakeholder requirements
- Identify data sources and time periods
- Establish materiality thresholds and accuracy targets
- Select appropriate analytical frameworks
Phase 2: Data Analysis & Modeling
- Collect and validate financial data (income statement, balance sheet, cash flow)
- Validate input data completeness before running ratio calculations (check for missing fields, nulls, or implausible values)
- Calculate financial ratios across 5 categories (profitability, liquidity, leverage, efficiency, valuation)
- Build DCF models with WACC and terminal value calculations; cross-check DCF outputs against sanity bounds (e.g., implied multiples vs. comparables)
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