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Agent skill

Financial Modeling

by cbrock84 in cbrock84/headcount

Builds and stress-tests financial models for forecasting, scenario planning, and decision support — revenue build, cost structure, driver logic, and the sensitivities that show where a plan breaks.

MITAuto-check passedBusiness, Finance & HR

Install Financial Modeling

skills CLI
$ npx skills add cbrock84/headcount --skill financial-modeling -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install cbrock84/headcount financial-modeling --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/cbrock84/headcount.git skills-src && mkdir -p .claude/skills && cp -r skills-src/plugins/finance/skills/financial-modeling .claude/skills/financial-modeling && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
financial-modeling
GitHub stars
2k
Token cost
~1.1k tokens
SKILL.md length
633 words
Files
2 (incl. references)
Skills in repo
178
Repo updated
First seen
Licence
MIT

At a glance

Builds and stress-tests financial models for forecasting, scenario planning, and decision support — revenue build, cost structure, driver logic, and the sensitivities that show where a plan breaks.

  • Works in 3 steps: Inputs — every assumption, in one place,… → Calculations — no hard-coded numbers.… → Outputs — the statements and the summary…
  • Tasks that involve Financial modeling
  • SKILL.md covers Structure, Build revenue from drivers, Sensitivities are the… and Reviewing someone else's model, plus 3 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Financial Modeling is an agent skill from cbrock84/headcount. Builds and stress-tests financial models for forecasting, scenario planning, and decision support — revenue build, cost structure, driver logic, and the sensitivities that show where a plan breaks. Use this to model a decision's financial consequence, build a forecast or long-range plan, evaluate an investment or hire, or pressure-test someone else's model before relying on it.

Its SKILL.md is about 1.1k tokens, which your agent loads only when the skill is triggered. The skill folder holds 2 other files, including reference files (for example `references/sources.md`).

It sits in Business, Finance & HR, covering Financial modeling, Forecasting and time series and Load testing. The repository describes itself as: An agent organization structured as a company — 15+ departments, 125+ skills, each independently installable, citing the standards and regulators that settle the question. Runs… The licence is MIT.

When your agent uses it

  • Tasks that involve Financial modeling
  • Tasks that involve Forecasting and time series
  • Tasks that involve Load testing

Example prompts

  • “Use the financial-modeling skill to build and stress-tests financial models for forecasting, scenario planning, and decision support — revenue…”
  • “/financial-modeling”

Workflow steps

3 steps, taken from the first numbered list in SKILL.md.

  1. Inputs — every assumption, in one place, each with a source and a date. An assumption buried
  2. Calculations — no hard-coded numbers. Ever. A constant inside a formula is an untraceable
  3. Outputs — the statements and the summary a decision-maker actually reads.

What it can do on your machine

Read from SKILL.md and the folder at commit 98d1c17. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Financial Modeling loads about 1.1k tokens when it runs, and up to ~1.4k if it reads all its reference files. Until then it costs about 100 tokens; SKILL.md has 633 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~100
When it runs · the whole SKILL.md, loaded when a task matches
~1.1k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~1.4k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from cbrock84/headcount at commit 98d1c17, republished under its MIT licence (© cbrock84). 633 words, ~1,100 tokens.

Download SKILL.mdSave it as .claude/skills/financial-modeling/SKILL.md (or your agent's skills folder). This skill also uses 1 other file; get the full folder from GitHub.
name
financial-modeling
description
Builds and stress-tests financial models for forecasting, scenario planning, and decision support — revenue build, cost structure, driver logic, and the sensitivities that show where a plan breaks. Use this to model a decision's financial consequence, build a forecast or long-range plan, evaluate an investment or hire, or pressure-test someone else's model before relying on it.

Financial modeling

A model is an argument about how the business works, expressed in arithmetic. Its value is the argument, not the output precision.

Structure

Three separated layers, always:

  1. Inputs — every assumption, in one place, each with a source and a date. An assumption buried inside a formula is invisible and therefore never challenged.
  2. Calculations — no hard-coded numbers. Ever. A constant inside a formula is an untraceable assumption.
  3. Outputs — the statements and the summary a decision-maker actually reads.

One row, one calculation, carried consistently across periods. Models become unauditable through inconsistent rows more than through complexity.

Build revenue from drivers

Never grow a top-line by a percentage. Build it: volume × price, or accounts × retention × expansion. Driver-based models can be argued with, and being argued with is the point — a growth rate cannot be wrong, only optimistic.

Cost structure separated into fixed, variable, and step-fixed. The step-fixed items are where plans break, because they move in jumps nobody modeled.

Sensitivities are the deliverable

A single-scenario model tells you nothing about risk. For every model, produce:

  • Which two or three assumptions actually move the answer. Usually far fewer than expected.
  • Breakeven on each — how wrong can this be before the decision reverses?
  • Downside case — not a haircut on the base case, but a coherent story where things go badly.

If a plan only works in the base case, that is the finding.

Reviewing someone else's model

The description of a model is not evidence about the model. Check these, in this order, because each one invalidates everything after it.

  • Trace one number end to end. Pick an output that matters and follow it back to inputs. If you cannot, nobody else has either, and the model has never actually been reviewed.
  • Find the hard-coded constants. Search the calculation area for typed numbers. Each one is an assumption that escaped the input sheet, and they are where overrides hide.
  • Check the row consistency. A formula that differs partway across a row is either a deliberate change nobody documented or an error, and the two look identical.
  • Test the extremes. Set a key driver to zero and to double. Models frequently break, go negative in impossible ways, or fail to respond at all — which tells you the driver is decorative.
  • Check that the statements tie. Cash flow reconciles to the balance sheet movement; the balance sheet balances in every period, not just the first.
  • Ask what is missing. Working capital, hiring lag, churn, price changes, tax, and the step costs that come with growth are the omissions that flatter a plan most.
Show full SKILL.md (202 more words)Show less

Then find the assumption doing the work. Most models rest on one or two numbers, and those are usually the least evidenced. Ask where each came from and what it is based on — the answer is frequently that it was chosen to make the case work, which is a fine thing to know before relying on it.

Presenting

Lead with the answer, then the two assumptions it rests on most heavily, then what would change it. Never present a model without stating what it is most sensitive to — the recipient will assume robustness you did not claim.

Sources

references/sources.md in this skill lists the outside authorities that settle the questions here — what each one is authoritative for, and what you may do with it. Check them before answering on anything they cover, and cite what you used. Most are free to read and not free to reproduce; the use note on each is binding.

Never

  • Report a number to more precision than the assumptions support. Five significant figures from a guessed growth rate is false confidence.
  • Build a model whose logic you cannot explain in three sentences.
  • Change an assumption to reach a desired output without labeling it as a target case.

© cbrock84, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 1 other file (references) in plugins/finance/skills/financial-modeling of cbrock84/headcount.

  • SKILL.md
  • references/sources.md

Open the folder on GitHubat commit 98d1c17

Compare with similar skills

Financial Modeling next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Financial Modeling compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Financial Modeling this skillcbrock84/headcount2k—~1.1kAutomated safety check: PassMIT
SaaS Churn AnalysisLeoYeAI/openclaw-master-skills2.2k—~5kAutomated safety check: PassMIT
CharlieEveryInc/charlie-cfo-skill324—~1.4kAutomated safety check: PassMIT
Financial Model ReviewNateBJones-Projects/OB14.7k—~1kAutomated safety check: PassCustom licence
Model Valuationhh-health-AI/healthcare-equity101—~951Automated safety check: PassMIT
Fin Modelingasgard-ai-platform/skills242—~1.4kAutomated safety check: PassMIT

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Categories

Questions about Financial Modeling

What does Financial Modeling do?

Builds and stress-tests financial models for forecasting, scenario planning, and decision support — revenue build, cost structure, driver logic, and the sensitivities that show where a plan breaks. Financial Modeling is an agent skill from cbrock84/headcount. Builds and stress-tests financial models for forecasting, scenario planning, and decision support — revenue build, cost structure, driver logic, and the sensitivities that show where a plan breaks.

When should I use Financial Modeling?

Financial Modeling fits situations like: tasks that involve Financial modeling; tasks that involve Forecasting and time series; tasks that involve Load testing.

How do I install Financial Modeling in Claude Code?

Run `npx skills add cbrock84/headcount --skill financial-modeling -a claude-code`. Or copy the skill folder (plugins/finance/skills/financial-modeling in cbrock84/headcount) into .claude/skills/financial-modeling in your project. Claude Code loads it when a task matches its description.

How do I install Financial Modeling in Codex?

Run `npx skills add cbrock84/headcount --skill financial-modeling -a codex`. Or copy the skill folder (plugins/finance/skills/financial-modeling in cbrock84/headcount) into .agents/skills/financial-modeling in your project. Codex loads it when a task matches its description.

Can I use Financial Modeling in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add cbrock84/headcount --skill financial-modeling -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/financial-modeling, .gemini/skills/financial-modeling, .github/skills/financial-modeling and .opencode/skills/financial-modeling in your project.

What does Financial Modeling need to run?

SKILL.md names no scripts, command-line tools or credentials: Financial Modeling is instructions for the agent only.

Does Financial Modeling access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Financial Modeling safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Financial Modeling use?

Financial Modeling is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Financial Modeling use?

About 1.1k tokens (SKILL.md is roughly 4.4k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 314 tokens, read only when the agent opens those files.

What are the alternatives to Financial Modeling?

Skills that share tags, products or a category with Financial Modeling: SaaS Churn Analysis (LeoYeAI/openclaw-master-skills, 2.2k stars), Charlie (EveryInc/charlie-cfo-skill, 324 stars), Financial Model Review (NateBJones-Projects/OB1, 4.7k stars) and Model Valuation (hh-health-AI/healthcare-equity, 101 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Financial Modeling?

cbrock84 (a GitHub user) maintains it in cbrock84/headcount, which has 2,016 GitHub stars. The repository holds 178 skills in this directory. The repository was last updated on September 17, 2026.

Source: cbrock84/headcount on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.