Cfo Advisor
borghei/Claude-Skills
Financial leadership advisor on financial planning, fundraising, investor reporting, and unit economics.
CFO methodology for unit economics, financial modeling, pricing strategy, fundraising, budget frameworks, and SaaS metrics.
Install Financial Modeling
$ npx skills add magnus919/hermes-profiles --skill financial-modeling -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install magnus919/hermes-profiles financial-modeling --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/magnus919/hermes-profiles.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/financial-modeling .claude/skills/financial-modeling && rm -rf skills-srcUse ~/.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/
Install the "financial-modeling" agent skill from https://github.com/magnus919/hermes-profiles/tree/main/skills/financial-modeling into .claude/skills/financial-modeling/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-modeling", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/magnus919/hermes-profiles/tree/main/skills/financial-modelingType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add magnus919/hermes-profiles --skill financial-modeling -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install magnus919/hermes-profiles financial-modeling --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/magnus919/hermes-profiles.git skills-src && mkdir -p .agents/skills && cp -r skills-src/skills/financial-modeling .agents/skills/financial-modeling && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "financial-modeling" agent skill from https://github.com/magnus919/hermes-profiles/tree/main/skills/financial-modeling into .agents/skills/financial-modeling/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-modeling", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add magnus919/hermes-profiles --skill financial-modeling -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install magnus919/hermes-profiles financial-modeling --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/magnus919/hermes-profiles.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/skills/financial-modeling .cursor/skills/financial-modeling && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "financial-modeling" agent skill from https://github.com/magnus919/hermes-profiles/tree/main/skills/financial-modeling into .cursor/skills/financial-modeling/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-modeling", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/magnus919/hermes-profiles.git --path skills/financial-modeling--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add magnus919/hermes-profiles --skill financial-modeling -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install magnus919/hermes-profiles financial-modeling --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/magnus919/hermes-profiles.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/skills/financial-modeling .gemini/skills/financial-modeling && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "financial-modeling" agent skill from https://github.com/magnus919/hermes-profiles/tree/main/skills/financial-modeling into .gemini/skills/financial-modeling/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-modeling", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install magnus919/hermes-profiles financial-modelingInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add magnus919/hermes-profiles --skill financial-modeling -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/magnus919/hermes-profiles.git skills-src && mkdir -p .github/skills && cp -r skills-src/skills/financial-modeling .github/skills/financial-modeling && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "financial-modeling" agent skill from https://github.com/magnus919/hermes-profiles/tree/main/skills/financial-modeling into .github/skills/financial-modeling/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-modeling", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add magnus919/hermes-profiles --skill financial-modeling -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install magnus919/hermes-profiles financial-modeling --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/magnus919/hermes-profiles.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/skills/financial-modeling .opencode/skills/financial-modeling && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "financial-modeling" agent skill from https://github.com/magnus919/hermes-profiles/tree/main/skills/financial-modeling into .opencode/skills/financial-modeling/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-modeling", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
Facts
- Skill name
financial-modeling- GitHub stars
- 289
- Token cost
- ~1.3k tokens
- SKILL.md length
- 467 words
- Files
- 6 (incl. references)
- Skills in repo
- 31
- Repo updated
- First seen
- Licence
- MIT
At a glance
CFO methodology for unit economics, financial modeling, pricing strategy, fundraising, budget frameworks, and SaaS metrics.
- Works in 6 steps: Models are tools for thinking, not… → Unit economics come before growth. If… → Pricing is a product feature. It signals… → …
- Tasks that involve Financial modeling
- SKILL.md covers Domain Model, When to Load, Loading Order and Reference Files, plus 2 more sections
- Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md
What it does
Financial Modeling is an agent skill from magnus919/hermes-profiles. CFO methodology for unit economics, financial modeling, pricing strategy, fundraising, budget frameworks, and SaaS metrics. Covers CAC/LTV/payback analysis, revenue projections, cost structures, runway analysis, scenario planning, value-based pricing, cap tables, term sheets, zero-based budgeting, rolling forecasts, ARR/MRR, churn, NDR, Rule of 40, and Magic Number.
Its SKILL.md is about 1.3k tokens, which your agent loads only when the skill is triggered. The skill folder holds 6 other files, including reference files (for example `references/financial-modeling.md`, `references/fundraising.md` and `references/pricing-strategy.md`).
It sits in Business, Finance & HR, covering Financial modeling, Fundraising and pitch decks and Budgeting and forecasting. The repository describes itself as: Curated Hermes Agent profiles for specialist swarms — opinionated, Hermes-optimized, artifact-pyramid native. The licence is MIT.
When your agent uses it
- Tasks that involve Financial modeling
- Tasks that involve Fundraising and pitch decks
- Tasks that involve Budgeting and forecasting
Example prompts
- “/financial-modeling”
Workflow steps
6 steps, taken from the first numbered list in SKILL.md.
- Models are tools for thinking, not predictions. A financial model's value is in forcing explicit assumptions and exposing their…
- Unit economics come before growth. If you don't know whether each customer is profitable, scaling unprofitable growth will destroy the…
- Pricing is a product feature. It signals value, segments the market, and drives adoption patterns. Treat pricing decisions with the same…
- The cap table is a governance document. Every financing round reshapes incentives. Understand who controls what, and how future rounds…
- SaaS metrics are management by proxy. A Rule of 40 score is a summary, not a strategy. The underlying drivers (retention, efficiency…
- Scenarios, not single points. Every forecast should have a base, upside, and downside case. A single-number forecast implies a level of…
What it can do on your machine
Read from SKILL.md and the folder at commit 867a555. 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 1.3k tokens when it runs, and up to ~10k if it reads all its reference files. Until then it costs about 97 tokens; SKILL.md has 467 words of instructions outside code blocks.
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 magnus919/hermes-profiles at commit 867a555, republished under its MIT licence (© magnus919). 467 words, ~1,290 tokens.
Download SKILL.mdSave it as
.claude/skills/financial-modeling/SKILL.md (or your agent's skills folder). This skill also uses 5 other files; get the full folder from GitHub.- name
- financial-modeling
- description
- CFO methodology for unit economics, financial modeling, pricing strategy, fundraising, budget frameworks, and SaaS metrics. Covers CAC/LTV/payback analysis, revenue projections, cost structures, runway analysis, scenario planning, value-based pricing, cap tables, term sheets, zero-based budgeting, rolling forecasts, ARR/MRR, churn, NDR, Rule of 40, and Magic Number.
- version
- 1.0.0
- author
- Hermes Agent community
- license
- MIT
Financial Modeling
CFO methodology for building financial models, analyzing unit economics, setting pricing strategy, managing fundraising, allocating budgets, and tracking SaaS operating metrics. These frameworks provide the quantitative backbone for strategic decisions across the organization.
Domain Model
| Domain | Covers | Artifact |
|---|---|---|
| Unit Economics | CAC, LTV, payback period, contribution margin, gross margin analysis | Unit economics model |
| Financial Modeling | Revenue projections, cost structures, runway analysis, scenario planning, sensitivity | Financial model (3-statement) |
| Pricing Strategy | Value-based, competitive, freemium, tiered, usage-based, packaging | Pricing recommendation deck |
| Fundraising | Valuation, cap table, dilution, term sheets, investor materials | Data room, pitch deck, cap table |
| Budget Frameworks | Zero-based, driver-based, rolling forecasts, variance analysis | Budget model, forecast |
| SaaS Metrics | ARR/MRR, churn, NDR, Rule of 40, Magic Number, CAC ratio | Metrics dashboard |
When to Load
Load this skill when the task involves:
- Building or reviewing a financial model (P&L, balance sheet, cash flow)
- Calculating unit economics (CAC, LTV, payback, contribution margin)
- Designing a pricing strategy or packaging model
- Preparing for a fundraising round (valuation, cap table, term sheets)
- Creating a budget (zero-based, driver-based, rolling forecast)
- Analyzing SaaS operating metrics (ARR, churn, NDR, Rule of 40)
- Running scenario or sensitivity analysis
- Evaluating a pricing change or monetization strategy
Loading Order
skill_view('financial-modeling') # This — methodology index
skill_view('executive-methodology') # Shared decision frameworks
skill_view('artifact-pyramids') # Output contract
skill_view('financial-modeling', file_path='references/unit-economics.md')
skill_view('financial-modeling', file_path='references/financial-modeling.md')
skill_view('financial-modeling', file_path='references/pricing-strategy.md')
skill_view('financial-modeling', file_path='references/fundraising.md')
skill_view('financial-modeling', file_path='references/saas-metrics.md')Reference Files
| Reference | Load When | File |
|---|---|---|
| Unit Economics | You need to calculate CAC, LTV, payback period, or contribution margin | references/unit-economics.md |
| Financial Modeling | You're building or auditing a financial model with revenue projections and cost structures | references/financial-modeling.md |
| Pricing Strategy | You're evaluating pricing models, packaging, or monetization strategy | references/pricing-strategy.md |
| Fundraising | You're preparing cap tables, term sheets, valuation, or fundraising materials | references/fundraising.md |
| SaaS Metrics | You're analyzing ARR/MRR, churn, NDR, Rule of 40, or Magic Number | references/saas-metrics.md |
Show full SKILL.md (198 more words)Show less
Design Principles
- Models are tools for thinking, not predictions. A financial model's value is in forcing explicit assumptions and exposing their implications. The output is never "right" — it's internally consistent with stated assumptions.
- Unit economics come before growth. If you don't know whether each customer is profitable, scaling unprofitable growth will destroy the company. Understand unit economics before raising growth capital.
- Pricing is a product feature. It signals value, segments the market, and drives adoption patterns. Treat pricing decisions with the same rigor as product decisions.
- The cap table is a governance document. Every financing round reshapes incentives. Understand who controls what, and how future rounds will dilute existing holders.
- SaaS metrics are management by proxy. A Rule of 40 score is a summary, not a strategy. The underlying drivers (retention, efficiency, growth) are what matter. Lead with levers, not scores.
- Scenarios, not single points. Every forecast should have a base, upside, and downside case. A single-number forecast implies a level of certainty that never exists.
Related Skills
executive-methodology— shared decision frameworks and governancestrategy-frameworks— CEO-side strategic planning and capital allocationoperational-design— COO-side operational metrics and process designartifact-pyramids— output contract specification
© magnus919, 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 5 other files (references) in skills/financial-modeling of magnus919/hermes-profiles.
- SKILL.md
- references/financial-modeling.md
- references/fundraising.md
- references/pricing-strategy.md
- references/saas-metrics.md
- references/unit-economics.md
Open the folder on GitHubat commit 867a555
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.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Financial Modeling this skillmagnus919/hermes-profiles | 289 | — | ~1.3k | Automated safety check: Pass | MIT | |
| Cfo Advisorborghei/Claude-Skills | 891 | — | ~3.1k | Automated safety check: Pass | MIT | |
| Financial Analystalirezarezvani/claude-skills | 28k | 1 repos | ~1.8k | Automated safety check: Pass | MIT | |
| Cfo Advisoralirezarezvani/claude-skills | 28k | 1 repos | ~1.8k | Automated safety check: Pass | MIT | |
| Investor Materialscohen-liel/hivemind | 110 | 6 repos | ~681 | Automated safety check: Pass | Apache-2.0 | |
| Startup Financial Modelingwshobson/agents | 40k | — | ~1.9k | Automated safety check: Pass | MIT |
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Related
Categories
Questions about Financial Modeling
What does Financial Modeling do?
CFO methodology for unit economics, financial modeling, pricing strategy, fundraising, budget frameworks, and SaaS metrics. Financial Modeling is an agent skill from magnus919/hermes-profiles. CFO methodology for unit economics, financial modeling, pricing strategy, fundraising, budget frameworks, and SaaS metrics.
When should I use Financial Modeling?
Financial Modeling fits situations like: tasks that involve Financial modeling; tasks that involve Fundraising and pitch decks; tasks that involve Budgeting and forecasting.
How do I install Financial Modeling in Claude Code?
Run `npx skills add magnus919/hermes-profiles --skill financial-modeling -a claude-code`. Or copy the skill folder (skills/financial-modeling in magnus919/hermes-profiles) 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 magnus919/hermes-profiles --skill financial-modeling -a codex`. Or copy the skill folder (skills/financial-modeling in magnus919/hermes-profiles) 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 magnus919/hermes-profiles --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 (declared in SKILL.md). It allows redistribution, so the full SKILL.md is shown on this page.
How many tokens does Financial Modeling use?
About 1.3k tokens (SKILL.md is roughly 5.2k 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 9.2k 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: Cfo Advisor (borghei/Claude-Skills, 891 stars), Financial Analyst (alirezarezvani/claude-skills, 28k stars), Cfo Advisor (alirezarezvani/claude-skills, 28k stars) and Investor Materials (cohen-liel/hivemind, 110 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Financial Modeling?
magnus919 (a GitHub user) maintains it in magnus919/hermes-profiles, which has 289 GitHub stars. The repository holds 31 skills in this directory. The repository was last updated on June 27, 2026.
Source: magnus919/hermes-profiles on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.