Financial Analyst Skill

Overview

Production-ready financial analysis toolkit providing ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction. Designed for financial analysts with 3-6 years experience performing financial modeling, forecasting & budgeting, management reporting, business performance analysis, and investment analysis.

Use when

• The user asks to "run financial ratios", "build a DCF", "analyze budget variance", or "build a forecast"
• A valuation range is needed for an acquisition, fundraise, or board presentation
• Actuals vs budget needs investigation (which variances are material, favorable/unfavorable, department breakdown)
• A rolling 13-week cash flow or driver-based revenue forecast needs construction
• Sensitivity analysis is required to stress-test valuation or forecast assumptions
• The user asks about profitability, liquidity, leverage, efficiency, or valuation metrics with industry context

5-Phase Workflow

Phase 1: Scoping

• Define analysis objectives and stakeholder requirements
• Identify data sources and time periods