💰Finance Operations Skills
Browse the best Finance Operations skills for Claude Code, Codex, Cursor and other AI agents.
450 skills · Page 1 of 19
foreclosure-analysis
★ 5Expert skill for analyzing Florida foreclosure auction properties using The Everest Ascent™ 12-stage methodology. Use when analyzing properties, calculating max bids, researching liens, or making bid/skip decisions for Brevard County foreclosure auctions.
foreclosure-analysis-skill
Execute 12-stage Everest Ascent pipeline for foreclosure auction analysis from discovery to disposition
uk-accountant
Inga (Ledger-AI) - Senior UK Accountant & Strategic CFO with 20+ years experience in UK tech sector. Use for tax planning, VAT compliance, R&D tax credits, financial forecasting, IR35 assessment, or accounting app logic design. Auto-triggers tax warnings and savings opportunities. Also responds to 'Inga' or /inga command.
financial-time-series
Use when working with price data, trading signals, or implementing momentum strategies. Covers returns calculation, volatility targeting, momentum factors, MACD indicators, time-series momentum (TSMOM), portfolio construction, futures contracts, and risk-adjusted returns for trend-following strategies.
calculator
CRITICAL for ALL mathematical and numerical operations including arithmetic, percentages, averages, and DATE/CALENDAR calculations (day of week, date differences, time calculations). MANDATORY when user asks to calculate, compute, solve expressions, determine dates, or perform any numeric analysis.
creating-financial-models
★ 28.3kThis skill provides an advanced financial modeling suite with DCF analysis, sensitivity testing, Monte Carlo simulations, and scenario planning for investment decisions
quant-analyst
★ 21Expert quantitative analyst specializing in financial modeling, algorithmic trading, and risk analytics. Masters statistical methods, derivatives pricing, and high-frequency trading with focus on mathematical rigor, performance optimization, and profitable strategy development.
bewirtungsbeleg
★ 5Creates German tax-compliant entertainment expense receipts (Bewirtungsbelege) from restaurant receipts with automatic signature and original receipt attachment. The generated PDF contains the original receipt as page 1 and the signed Bewirtungsbeleg as page 2. Use when the user uploads a restaurant receipt/bill and wants to create a formal Bewirtungsbeleg PDF for German tax purposes, or when they mention "Bewirtungsbeleg", "Geschäftsessen", "steuerlich absetzbar", or similar business meal expense documentation needs.
creating-financial-models
★ 3此技能提供一套高级金融建模套件，包含 DCF 分析、敏感性测试、蒙特卡洛模拟和用于投资决策的情景规划
bond-risk-metrics
★ 2Fixed income risk analytics library for Bloomberg-parity bond calculations. Use when implementing: (1) DV01/PV01/duration calculations, (2) Convexity including negative convexity for callables, (3) Key rate duration and partial DV01s, (4) Spread metrics (OAS, Z-spread, ASW, CS01), (5) Effective duration/convexity for bonds with embedded options, (6) FRN discount margin and spread duration, (7) Inflation-linked bond real duration and BEI01, (8) Portfolio-level risk aggregation. Targets sub-microsecond Rust implementation with Bloomberg YAS function parity.
curve-construction
★ 2Comprehensive methodology for building all curve types required for bond pricing analytics. Use when implementing: (1) OIS-based discount curves (SOFR, SONIA, €STR), (2) Government yield curves from bond prices, (3) Multi-curve projection frameworks, (4) Cross-currency basis curves, (5) Credit/spread curves (Z-spread, OAS, CDS hazard rates), (6) Inflation-linked curves (TIPS, breakeven inflation), (7) Repo/financing curves, (8) Parametric models (Nelson-Siegel, Svensson). Covers bootstrapping algorithms, interpolation methods, spread calculations, and numerical optimization for high-performance curve construction in quantitative finance libraries.
bir-compliance-automation
★ 1Philippine BIR tax compliance automation for 36 eBIRForms types with multi-employee batch processing, deadline monitoring, and Odoo CE 18.0 integration
travel-expense-management
★ 1SAP Concur alternative - self-hosted travel & expense management. Handles travel requests, expense reports, receipt OCR, policy validation, multi-level approvals, and GL posting. Saves $15,000/year in licensing costs.
bir-tax-filing
★ 1Automate Philippine BIR (Bureau of Internal Revenue) tax form generation and filing. Handles 1601-C (withholding tax), 2550Q (quarterly VAT), 1702-RT/EX (annual income tax), and ATP (Authorization to Print) validation. Ensures 100% compliance with BIR regulations.
financial-model-architect
★ 1Build comprehensive 3-5 year financial models projecting revenue, expenses, headcount, cash flow, and runway. Model unit economics, scenario planning, and path to profitability. Generate investor-ready HTML reports with detailed projections and charts.
creating-financial-models
★ 1This skill provides an advanced financial modeling suite with DCF analysis, sensitivity testing, Monte Carlo simulations, scenario planning, LBO analysis, and real estate investment modeling for investment decisions
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).
foreclosure-analysis-skill
Execute 12-stage Everest Ascent pipeline for foreclosure auction analysis from discovery to disposition
llc-ops
Expert LLC operations management for ID8Labs LLC (Florida single-member LLC). 9 specialized agents providing PhD-level expertise in compliance, tax strategy, asset protection, and business operations. Triggers on keywords like LLC, taxes, expenses, annual report, EIN, compliance, bookkeeping, deductions, filing, sunbiz, quarterly, S-Corp, retirement, audit, insurance, cash flow, mentor, teach, learn.
autonomous-trading
Use this skill when setting up or running autonomous stock trading operations. The system continuously researches stocks, makes trading decisions without human input, executes trades on Alpaca paper trading, and sends Telegram notifications. Based on AI-Trader's autonomous agent pattern.
wastewise-regulatory
WasteWise Complete Analysis with automated regulatory compliance research and LLM Judge validation. Includes all standard analysis features PLUS automated ordinance research, compliance checklists, and quality-scored evaluation. Use when you need both waste analysis AND regulatory compliance documentation.
sap-odoo18-taxpulse-certified
End-to-end ERP + tax intelligence engineer skill: SAP Business One functional parity, Odoo 18 CE/OCA-compliant implementation, and deep Finance Tax Pulse (PH tax) integration.
ci-credit-memo
Generate comprehensive Commercial & Industrial (C&I) loan credit memos for banking demos. Interviews bankers, gathers data from Morningstar/S&P/Aiera/LSEG, handles file uploads, tracks citations, and produces standardized credit approval documents. Use when a banker needs to create a credit memo for a C&I loan application.
business-analyst
Expert business analysis for B2B SaaS platforms. Activated for data analysis, requirements gathering, process optimization, business metrics calculation, ROI analysis, and business case development.