Skills for your AI
Prepares, analyzes, forecasts, and monitors financial data through cleaning, trend analysis, forecast models, scenario and sensitivity analysis, statement projections, budgeting, risk assessment, and variance tracking. Use when a financial analyst needs data c
Builds financial goal plans with timelines, monthly savings targets, investment strategies, milestone tracking, and next-step checklists. Use when someone names a savings goal like a house down payment, retirement, or college fund and wants a plan, a monthly f
Build integrated financial models with 3-statement projections. Create income statement, balance sheet, and cash flow models with proper linkages.
Builds financial models, forecasts, valuations, risk and M&A analyses from provided financial data. Use when the user needs data organized, revenue or budget forecasts, scenario and sensitivity tests, company or asset valuations, financial statement or cash fl
Builds and analyzes financial models for forecasting, statements, valuation, scenarios, capital budgeting, ratios, costs, cash flow, M&A, risk, capital structure, and pricing. Use when the user supplies financial data and asks for forecasts, valuations, statem
Builds and analyzes financial models for consulting decisions, covering statement analysis, forecasting, scenarios, valuation, budgeting, risk, M&A, working capital, and reporting. Use when a consultant needs financials turned into forecasts, valuations, or sc
Builds and explains financial models for forecasting, valuation, sensitivity and scenario analysis, capital budgeting, M&A, cash flow, capital structure, pricing, FP&A, portfolio optimization, and risk. Use when an analyst needs projections, intrinsic value, s
Supports the full financial modeling cycle—data gathering, structure and formulas, scenarios, forecasts, valuation, cash flow, ratios, M&A, visualization, and error checking—for strategy directors. Use when the user asks to gather financial statements, build o
Turns raw financial data into decision-ready analysis — ratios, trends, benchmarks, variances, forecasts, cost and profitability breakdowns, cash flow and efficiency metrics. Use when the user asks to organize financial statements, calculate or interpret ratio
Turns company financial data into decision-ready analysis — ratios, KPIs, variances, forecasts, ROI/NPV/IRR, cash flow, dashboards, benchmarking, risk, balanced scorecard, and investor drafts. Use when a VP of Finance needs financial performance analysis, fore
Analyzes personal and business finances across budgeting, investments, retirement, taxes, debt, insurance, education, estate, cash flow, charitable giving, business planning, and tax compliance. Use when the user asks for financial analysis, budget or debt pla
Automates financial data extraction, modeling, statement analysis, budgeting, reporting, risk, compliance, audit, and tax work for financial analysts. Use when the user needs financial data cleaned, models or forecasts built, statements analyzed, budgets prepa
Plans, implements, and monitors automated financial processes — data analysis, process mapping, tool selection, implementation, training, monitoring, invoice/expense automation, reporting, reconciliation, and decision support. Use when the user asks to analyze
Builds and stress-tests startup financial projections, including expense estimates, cash flow, P&L, balance sheets, ratios, sensitivity analyses, capital budgeting, and scenario plans. Use when a founder needs projections, financial statement analysis, or scen
Calculates and interprets financial ratios (liquidity, profitability, solvency, efficiency, market, DuPont, trends, scenarios, forecasts) from company financial statements. Use when a finance manager asks to compute, compare, or explain ratios, assess financia
Prepares, analyzes, and reviews financial statements and reports for IFRS/GAAP compliance, covering consolidation, ratios, forecasting, controls, and software selection. Use when compiling or reviewing financials, checking disclosures, building budgets, or ass
Identifies, assesses, prioritizes, mitigates, monitors, and reports financial risks, and supports scenario, compliance, and specialized risk analysis. Use when the user needs risk identification from financial data, risk prioritization, mitigation strategies,
Identifies, assesses, monitors, and reports financial risks with mitigation strategies, compliance checks, scenario analysis, insurance and credit assessment, continuity planning, fraud detection, and supply chain risk. Use when the user needs risk registers,
Analyzes financial, transaction, vendor, insurance, and cybersecurity data to produce risk assessments, scenario analyses, mitigation and continuity plans, compliance reports, and training modules. Use when the user asks to identify or quantify financial risks
Identifies, assesses, mitigates, monitors, and reports financial risks using provided financial data, market trends, and industry standards. Use when the user needs risk assessments, mitigation strategies, monitoring frameworks, compliance checks, scenario ana
Analyzes financial statements by computing ratios, trends, common-size views, cash flow, profitability, risk, forecasts, break-even, and capital budgeting metrics. Use when the user provides income statements, balance sheets, or cash flow statements and asks f
Analyzes income statements, balance sheets, and cash flow statements using ratio, trend, vertical, common size, DuPont, cash flow, earnings quality, risk, forecasting, and investment techniques. Use when the user provides financial statements and asks for rati
Explains finance concepts, analyzes investments and financial statements, builds models, manages risk, constructs portfolios, advises on corporate and personal finance, and covers markets and regulations. Use when the user asks for finance explanations, valuat
Turns financial data into cleaned datasets, trend analyses, models, forecasts, charts, dashboards, scorecards, risk visualizations and reports. Use when the user needs financial data gathered or cleaned, trends or anomalies analyzed, forecasts or scenarios bui
