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Agent skill

Finance

by travisjneuman in travisjneuman/.claude

Financial analysis expertise for financial modeling (DCF, LBO, M&A), valuation, financial statement analysis, capital allocation, treasury management, and corporate finance decisions.

MITAuto-check passedBusiness, Finance & HR

Install Finance

skills CLI
$ npx skills add travisjneuman/.claude --skill finance -a claude-code

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

GitHub CLI
$ gh skill install travisjneuman/.claude finance --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/travisjneuman/.claude.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/finance .claude/skills/finance && 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
finance
GitHub stars
101
Token cost
~3k tokens
SKILL.md length
399 words
Files
4 (incl. references)
Skills in repo
17
Repo updated
First seen
Licence
MIT

At a glance

Financial analysis expertise for financial modeling (DCF, LBO, M&A), valuation, financial statement analysis, capital allocation, treasury management, and corporate finance decisions.

  • Building financial models
  • SKILL.md covers Financial Statement Analysis, Valuation Methodologies, Leveraged Buyout (LBO) Analysis and M&A Financial Analysis, plus 3 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md
  • Analyzing statements

What it does

Finance is an agent skill from travisjneuman/.claude. Financial analysis expertise for financial modeling (DCF, LBO, M&A), valuation, financial statement analysis, capital allocation, treasury management, and corporate finance decisions. Use when building financial models, analyzing statements, or making investment decisions.

Its SKILL.md is about 3k tokens, which your agent loads only when the skill is triggered. The skill folder holds 4 other files, including reference files (for example `references/corporate-finance-expert.md`, `references/financial-modeling-master.md` and `references/ma-due-diligence-specialist.md`).

It sits in Business, Finance & HR, covering Financial modeling and Financial analysis. The repository describes itself as: The Ultimate Claude Code Toolkit: 180 skills, 10 agents, 29 commands, 7 hooks, and 81 marketplace repos (11,000+ community skills). Drop-in ~/.claude config with a generated… The licence is MIT.

When your agent uses it

  • Building financial models
  • Analyzing statements
  • Making investment decisions

Example prompts

  • “/finance”

What it can do on your machine

Read from SKILL.md and the folder at commit 139c07b. 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

Finance loads about 3k tokens when it runs, and up to ~61k if it reads all its reference files. Until then it costs about 70 tokens; SKILL.md has 399 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~70
When it runs · the whole SKILL.md, loaded when a task matches
~3k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~61k

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 travisjneuman/.claude at commit 139c07b, republished under its MIT licence (© travisjneuman). 399 words, ~3,010 tokens.

Download SKILL.mdSave it as .claude/skills/finance/SKILL.md (or your agent's skills folder). This skill also uses 3 other files; get the full folder from GitHub.
name
finance
description
Financial analysis expertise for financial modeling (DCF, LBO, M&A), valuation, financial statement analysis, capital allocation, treasury management, and corporate finance decisions. Use when building financial models, analyzing statements, or making investment decisions.

Financial Analysis Expert

Comprehensive financial frameworks for modeling, valuation, and corporate finance decisions.

Financial Statement Analysis

DuPont Analysis (5-Factor)

Decompose ROE into operational drivers:

ROE = Net Profit Margin x Asset Turnover x Equity Multiplier

Extended (5-Factor):
ROE = (EBIT/Sales) x (Sales/Assets) x (Assets/Equity) x (EBT/EBIT) x (NI/EBT)
    = Operating Margin x Asset Turnover x Leverage x Interest Burden x Tax Burden
Key Financial Ratios
CategoryRatioFormulaBenchmark
ProfitabilityGross MarginGross Profit / RevenueIndustry specific
Operating MarginEBIT / Revenue15-25% (varies)
Net MarginNet Income / Revenue10-20% (varies)
ROICNOPAT / Invested Capital> WACC
ROENet Income / Equity15-20%+
LiquidityCurrent RatioCurrent Assets / Current Liabilities1.5-2.0x
Quick Ratio(CA - Inventory) / CL1.0x+
Cash RatioCash / Current Liabilities0.2-0.5x
LeverageDebt/EquityTotal Debt / Total Equity< 1.0x
Debt/EBITDATotal Debt / EBITDA2-3x (IG), 4-6x (HY)
Interest CoverageEBIT / Interest Expense> 3x
EfficiencyAsset TurnoverRevenue / Total AssetsIndustry specific
Inventory DaysInventory / (COGS/365)Industry specific
DSOAR / (Revenue/365)30-45 days
DPOAP / (COGS/365)30-60 days
Cash Flow Analysis
FREE CASH FLOW (FCF):
Operating Cash Flow
- Capital Expenditures
= Free Cash Flow

UNLEVERED FREE CASH FLOW (for valuation):
EBIT
x (1 - Tax Rate)
= NOPAT
+ Depreciation & Amortization
- Change in Working Capital
- Capital Expenditures
= Unlevered Free Cash Flow

LEVERED FREE CASH FLOW:
Unlevered FCF
- Interest Expense x (1 - Tax Rate)
- Mandatory Debt Repayments
+ Net Borrowing
= Levered Free Cash Flow

Valuation Methodologies

Discounted Cash Flow (DCF)
ENTERPRISE VALUE:
         T    UFCFt           Terminal Value
EV = Σ  ───────────  +  ─────────────────────
        t=1 (1+WACC)^t      (1+WACC)^T

TERMINAL VALUE (Perpetuity Growth):
                  UFCF(T+1)
Terminal Value = ───────────
                 WACC - g

TERMINAL VALUE (Exit Multiple):
Terminal Value = EBITDA(T) x Exit Multiple

EQUITY VALUE:
Equity Value = Enterprise Value - Net Debt + Cash
DCF Model Template
Year12345Terminal
Revenue
Growth %
EBITDA
Margin %
D&A
EBIT
Tax
NOPAT
+ D&A
- CapEx
- NWC Change
UFCF
Discount Factor
PV of UFCF
Comparable Company Analysis
TRADING MULTIPLES:
- EV/Revenue
- EV/EBITDA
- EV/EBIT
- P/E
- P/B

SELECTION CRITERIA:
1. Industry/sector alignment
2. Size (revenue, market cap)
3. Growth profile
4. Profitability profile
5. Geographic exposure
6. Capital structure

ADJUSTMENTS:
- Control premium (20-30% for acquisition)
- Liquidity discount (10-30% for private)
- Size discount (10-20% for smaller)
Precedent Transaction Analysis
TRANSACTION MULTIPLES:
- EV/LTM Revenue
- EV/LTM EBITDA
- EV/NTM EBITDA
- Transaction Premium to unaffected price

ADJUSTMENTS:
- Market conditions at time of deal
- Strategic vs. financial buyer
- Competitive auction vs. negotiated
- Synergy assumptions baked in
Sum-of-the-Parts (SOTP)
METHODOLOGY:
1. Identify distinct business segments
2. Value each segment independently
3. Apply segment-specific multiples/DCF
4. Sum segment values
5. Subtract corporate costs (capitalized)
6. Adjust for holding company discount (10-20%)

CONGLOMERATE DISCOUNT FACTORS:
- Complexity premium demanded by investors
- Capital allocation inefficiencies
- Management distraction
- Lack of pure-play comparables

Leveraged Buyout (LBO) Analysis

LBO Model Structure
SOURCES & USES:
Sources:
- Senior Debt (Term Loan A/B)
- Subordinated Debt (Mezz, High Yield)
- Equity Contribution

Uses:
- Purchase Price
- Refinance Existing Debt
- Transaction Fees
- Cash to Balance Sheet

KEY METRICS:
- Entry Multiple: EV / LTM EBITDA
- Exit Multiple: Assumed sale multiple
- Equity IRR: Target 20-25%+
- Cash-on-Cash: 2.0-3.0x in 5 years
- MOIC: Multiple of Invested Capital
LBO Returns Framework
IRR TargetHold PeriodRequired MOIC
20%3 years1.7x
20%5 years2.5x
25%3 years2.0x
25%5 years3.0x
Value Creation Sources
                        % of Total Returns (typical)
EBITDA Growth           40-50%
- Revenue growth
- Margin improvement

Multiple Expansion      20-30%
- Market timing
- Operational improvement
- Strategic repositioning

Debt Paydown           20-30%
- Cash flow generation
- Working capital improvement

M&A Financial Analysis

Accretion/Dilution Analysis
STANDALONE EPS (Acquirer):
Net Income / Shares Outstanding = EPS

PRO FORMA EPS:
(Combined Net Income - Synergies + Interest Cost) / New Shares = PF EPS

ACCRETION/(DILUTION):
(PF EPS - Standalone EPS) / Standalone EPS = %

BREAKEVEN SYNERGIES:
Synergies needed to make deal EPS neutral
Synergy Analysis
Synergy TypeTypical RangeRealization Timeline
Cost Synergies5-15% of target costs1-3 years
Revenue Synergies2-5% of combined revenue2-5 years
Deal Structure Considerations
CONSIDERATION:
- Cash: Immediate value, tax implications
- Stock: Alignment, dilution, tax deferral
- Mixed: Balance of above

FINANCING:
- Debt capacity analysis
- Credit rating implications
- Optimal capital structure
- Bridge financing needs
Show full SKILL.md (160 more words)Show less

Capital Allocation Framework

Capital Allocation Hierarchy
1. MAINTAIN CORE BUSINESS
   - Maintenance CapEx
   - Working capital
   - Required debt service

2. INVEST IN GROWTH
   - Growth CapEx (> WACC hurdle)
   - M&A (strategic fit + returns)
   - R&D / Innovation

3. RETURN TO SHAREHOLDERS
   - Dividends (sustainable payout)
   - Share repurchases (below intrinsic value)

4. BUILD FLEXIBILITY
   - Cash reserves
   - Debt capacity
   - Strategic optionality
Investment Hurdle Rates
Investment TypeTypical HurdleRisk Premium
Maintenance CapExWACCNone
Growth CapExWACC + 2-3%Low
Domestic M&AWACC + 3-5%Medium
International M&AWACC + 5-8%High
Venture/Innovation25-30% IRRVery High
ROIC vs WACC Framework
VALUE CREATION:
ROIC > WACC → Value creating
ROIC = WACC → Value neutral
ROIC < WACC → Value destroying

ECONOMIC PROFIT:
Economic Profit = (ROIC - WACC) x Invested Capital

SPREAD ANALYSIS:
Track ROIC-WACC spread over time
Target: Positive and expanding spread

Treasury & Risk Management

Working Capital Management
CASH CONVERSION CYCLE:
CCC = DSO + DIO - DPO

DSO (Days Sales Outstanding) = AR / (Revenue/365)
DIO (Days Inventory Outstanding) = Inventory / (COGS/365)
DPO (Days Payable Outstanding) = AP / (COGS/365)

OPTIMIZATION LEVERS:
- Accelerate collections (DSO reduction)
- Improve inventory turns (DIO reduction)
- Extend payment terms (DPO increase)
- Supply chain financing
Hedging Strategies
Risk TypeHedging InstrumentsStrategy
FX RiskForwards, Options, SwapsNatural hedging, rolling hedge
Interest RateSwaps, Caps, FloorsFixed/floating mix
CommodityFutures, OptionsCost certainty for inputs
CreditCDS, InsuranceCounterparty protection
Capital Structure Optimization
OPTIMAL CAPITAL STRUCTURE:
Balance:
- Tax shield benefits of debt
- Bankruptcy/distress costs
- Financial flexibility
- Credit rating implications

CREDIT METRICS TARGETS:
Investment Grade:
- Debt/EBITDA: 2-3x
- Interest Coverage: > 5x
- FFO/Debt: > 30%

High Yield:
- Debt/EBITDA: 4-6x
- Interest Coverage: > 2x
- FFO/Debt: 15-25%

Investor Relations

Earnings Call Preparation
KEY COMPONENTS:
1. Prepared remarks (10-15 min)
   - Financial highlights
   - Operational performance
   - Strategic updates
   - Guidance

2. Q&A preparation
   - Anticipated questions
   - Approved responses
   - Escalation protocols

3. Supplemental materials
   - Earnings release
   - Investor presentation
   - Financial supplement
Guidance Framework
Guidance TypeFrequencySpecificity
RevenueQuarterlyRange
EPSQuarterlyRange
Cash FlowAnnualTarget
CapExAnnualRange
Long-term TargetsInvestor DayDirectional

Financial Planning & Analysis

Rolling Forecast Model
FREQUENCY: Monthly or Quarterly
HORIZON: 12-18 months rolling

COMPONENTS:
- Revenue by segment/product
- Gross margin drivers
- Operating expense detail
- Working capital assumptions
- CapEx plan
- Cash flow projection

VARIANCE ANALYSIS:
- Budget vs. Actual
- Prior forecast vs. Current
- Volume vs. Price vs. Mix
Budget Process Timeline
PhaseTimingActivities
Strategic PlanningQ2Long-range plan update
Guidance SettingQ3Preliminary targets
Detailed BudgetingQ3-Q4Bottom-up plans
Review & ApprovalQ4Executive/Board approval
CommunicationQ4Cascaded targets

See Also

© travisjneuman, 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 3 other files (references) in skills/finance of travisjneuman/.claude.

  • SKILL.md
  • references/corporate-finance-expert.md
  • references/financial-modeling-master.md
  • references/ma-due-diligence-specialist.md

Open the folder on GitHubat commit 139c07b

Compare with similar skills

Finance 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.

Finance compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
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Longbridge Fundamentalshelsome/folio2701 repos~1.8kAutomated safety check: PassMIT
Research Financealirezarezvani/claude-skills28k—~2.7kAutomated safety check: PassMIT
Longbridge Fundamentalssickn33/agentic-awesome-skills47k1 repos~1.9kAutomated safety check: PassMIT
Model Updaterongxinzy/RongxinAI1541 repos~835Automated safety check: PassAGPL-3.0

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Categories

Questions about Finance

What does Finance do?

Financial analysis expertise for financial modeling (DCF, LBO, M&A), valuation, financial statement analysis, capital allocation, treasury management, and corporate finance decisions. claude. Financial analysis expertise for financial modeling (DCF, LBO, M&A), valuation, financial statement analysis, capital allocation, treasury management, and corporate finance decisions.

When should I use Finance?

Finance fits situations like: building financial models; analyzing statements; making investment decisions.

How do I install Finance in Claude Code?

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

How do I install Finance in Codex?

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

Can I use Finance 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 travisjneuman/.claude --skill finance -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/finance, .gemini/skills/finance, .github/skills/finance and .opencode/skills/finance in your project.

What does Finance need to run?

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

Does Finance 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 Finance 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 Finance use?

Finance 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 Finance use?

About 3k tokens (SKILL.md is roughly 12k 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 58k tokens, read only when the agent opens those files.

What are the alternatives to Finance?

Skills that share tags, products or a category with Finance: Money Finance (iamzifei/show-me-the-money, 1k stars), Longbridge Fundamentals (helsome/folio, 270 stars), Research Finance (alirezarezvani/claude-skills, 28k stars) and Longbridge Fundamentals (sickn33/agentic-awesome-skills, 47k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Finance?

travisjneuman (a GitHub user) maintains it in travisjneuman/.claude, which has 101 GitHub stars. The repository holds 17 skills in this directory. The repository was last updated on October 8, 2026.

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