💰Finance Operations Skills
Browse skills in the Finance Operations category.
revenue-optimizer
Monetization expert that analyzes codebases to discover features, calculate service costs, model usage patterns, and create data-driven pricing with revenue projections. Use when: (1) Analyzing app features and their costs, (2) Modeling user consumption and usage patterns, (3) Calculating ARPU, LTV, and revenue projections, (4) Setting optimal tier limits based on usage percentiles, (5) Creating pricing tiers with adequate margins, (6) Implementing payment systems (Stripe, etc.), (7) Break-even and profitability analysis, (8) Subscription and billing systems.
docs-reconcile
Reconcile normalized CI/PL/BL fields and output mismatch report
impact-quantification
Estimate and communicate business impact of insights. Use when sizing opportunities discovered in analysis, calculating ROI of recommended actions, or prioritizing initiatives by potential impact.
cost-guard
Compare invoice draft rates vs standard rates and output CostGuard report
business-metrics-calculator
Standard business metric calculation with industry benchmarks. Use when calculating SaaS metrics (MRR, churn, LTV, CAC), e-commerce KPIs, or product analytics metrics with proper definitions.
strategy-optimization
交易策略優化方法論，從診斷到達標的迭代流程
pricing-strategist
Develop pricing strategies, analyze pricing models, optimize revenue, and test pricing changes
business-plan-writer
Create comprehensive business plans, financial projections, and strategic documents for funding or planning
roi-tracking-framework
This skill should be used when the user asks to "track ROI", "measure cost savings", "calculate return on investment", "analyze efficiency gains", "measure automation impact", or needs comprehensive ROI measurement and business impact analysis for development and automation initiatives.
cash-flow-forecaster
Forecast cash inflows, outflows, and liquidity needs with scenario modeling and working capital optimization
exit-strategist
Plan M&A exits, prepare for acquisition, and maximize exit value
expense-tracker
Track business expenses, categorize spending, manage budgets, and generate financial reports
retainer-structurer
Structure retainer packages and recurring revenue models for service businesses
tax-strategist
Optimize tax strategies for individuals and businesses with entity planning, deduction maximization, and compliance guidance
fundraising-strategist
Plan fundraising rounds, target investors, and develop raise strategies
finance
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.
batch-ingest
Process large volumes of bank statements (50+ PDFs) in batches with checkpointing and progress tracking. Orchestrates the standard ingestion skill across multiple batches for resumable processing.
unit-economics-calculator
Calculate and optimize unit economics including CAC, LTV, payback periods, and contribution margins
monetization-strategy
Revenue models, pricing strategies, and business monetization. Use when designing pricing, choosing business models, or optimizing revenue for products and services.
invoice-generator
Create professional invoices with line items, calculations, payment terms, and branding
review-flagged
Interactively review flagged transactions to confirm or correct categorizations, and create rules based on user feedback.
weekly-analysis
Complete weekly stock analysis workflow: fetch end-of-week prices, calculate returns/momentum, and merge with fundamentals from Rice Data Portal. Self-contained for all weekly analysis tasks.
sec-edgar-skill
SEC EDGAR filing analysis using EdgarTools. Use when user asks about SEC filings, company financials, 10-K/10-Q analysis, insider trading, revenue trends, or financial comparisons. Triggers include "SEC filing", "10-K", "10-Q", "8-K", "EDGAR", "company financials", "revenue", "earnings", "insider trading", "financial statements". Do NOT use for real-time stock prices or market data (use market-data skill instead).
cost-optimizer
Analyze spending patterns and identify opportunities to reduce costs without sacrificing quality
parse-csv
Parse bank statement CSV files into structured transaction data. Extracts account information and transactions from CSV exports. Use when you need to process CSV bank statements.
equity-structurer
Structure founder equity, vesting schedules, and employee option plans
estimate-transaction-fee
Estimate transaction fees for BSV transactions based on size and current fee rates.
nixtla-market-risk-analyzer
Analyze market risk with VaR, volatility, and position sizing using forecast data. Use when assessing investment risk. Trigger with 'analyze market risk' or 'calculate VaR'.
runway-calculator
Calculate cash runway, burn rate, and financial sustainability projections
nixtla-correlation-mapper
Analyze multi-contract correlations for forecast-based hedge recommendations. Use when managing correlated assets. Trigger with 'analyze correlations' or 'suggest hedge'.
risk-manager
Monitor portfolio risk, R-multiples, and position limits. Creates hedging strategies, calculates expectancy, and implements stop-losses. Use PROACTIVELY for risk assessment, trade tracking, or portfolio protection.
revenue-modeler
Build revenue projection models with driver-based forecasting, scenario analysis, and pricing optimization
finance-tracking
Tracks financial transactions, categorizes expenses, monitors budgets, and audits subscriptions. Use when processing bank transactions, categorizing expenses, tracking revenue, or analyzing financial data.
categorize-transactions
Categorize financial transactions by analyzing merchant names, amounts, and context. Assigns spending categories with confidence scores and suggests pattern rules. Use when you need to categorize transactions or determine spending patterns.
compliance-checker
Check regulatory compliance across finance, tax, employment, data privacy, and industry-specific requirements
ingest
Extract transactions from PDF or CSV bank statements in the staging folder, categorize them using Claude AI, insert into database, and archive processed files. Use when you need to ingest, process, or import new bank statements (PDF or CSV format).
wise
Access Wise (TransferWise) accounts to check balances, view recipients, and get quotes. For transaction history, use the archived CSV files. Use when the user asks about Wise balances, transactions, payments, or money transfers.
procurement-assistant
Manage procurement processes from vendor selection to purchase order management
cost-optimization-analyzer
This skill should be used when the user asks to "analyze costs", "optimize infrastructure spending", "reduce operational expenses", "monitor API costs", "audit cloud resources", "optimize database queries", or needs comprehensive cost analysis and optimization recommendations.
budget-planner
Create, manage, and optimize budgets for projects, departments, and organizations with variance tracking and scenario planning
insurance-analyst
Insurance policy analysis, claims evaluation, coverage assessment, and risk management for individuals and businesses
construction-po-reconciliation
Automated reconciliation of construction purchase orders across multiple PO types (Framing, Options, Siding, Add-ons). Use when working with BuildPro POs, tracking combined contracts, analyzing option pricing variance by plan, detecting missing POs, calculating EPO estimates, or reconciling actual vs expected costs for residential construction projects.
billing-manager
Manage billing operations including invoice generation, payment tracking, and subscription lifecycle
investment-analyzer
Analyze investment opportunities across asset classes with risk assessment, return modeling, and portfolio optimization
quant-analyst
Build financial models, backtest trading strategies, and analyze market data. Implements risk metrics, portfolio optimization, and statistical arbitrage. Use PROACTIVELY for quantitative finance, trading algorithms, or risk analysis.
financial-reporter
Generate comprehensive financial reports including P&L, balance sheets, and cash flow statements
term-sheet-analyzer
Analyze VC term sheets, understand key terms, and negotiate favorable conditions
due-diligence-coordinator
Coordinate and prepare for investor due diligence with organized data rooms
vendor-manager
Manage vendor relationships, track performance, negotiate contracts, and optimize procurement
monthly-analysis
Complete monthly stock analysis workflow: fetch end-of-month prices, calculate returns/momentum, and merge with fundamentals from Rice Data Portal. Self-contained for all monthly analysis tasks.