Analyze financials and optimize business metrics
finance-skillspluginsetup L2★17,464
alirezarezvani/claude-skills ↗What it does
Analyze financial ratios, valuations, budgets, and SaaS metrics
Best for
Quickly computing financial health snapshots (ratio analysis, valuation, budget) and SaaS health (ARR, churn, LTV, CAC, Quick Ratio) instead of manual spreadsheets
Inputs
- · financial statements
- · SaaS metrics (ARR, MRR, churn, CAC)
- · forecast assumptions
Outputs
- · ratio analysis report
- · DCF valuation
- · budget forecast
- · SaaS metrics dashboard
Requires
- · 7 Python automation tools
- · financial data sources (10-K, company reports, etc.)
Preconditions
Access to balance sheet / P&L / cash flow statements; or SaaS company with measurable recurring revenue
Failure modes
Ratio interpretation ignores industry context (e.g., SaaS vs. retail have different healthy ratios); DCF sensitive to discount rate assumption; forecast assumes linear growth when market is choppy
Trust signals
- · 3 skills (financial analyst, SaaS metrics coach, business investment advisor)
- · 7 Python automation tools
- · Multi-tool support (Claude Code, Codex, Gemini CLI, Cursor, OpenClaw)
- · v2.9.0 stable release