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Financial model

Skill m-binimran/finance-pack/skills/financial-model

Claude Code pack for financial analysts: data-integrity (citation), SEC/FINRA disclaimer, projection-labeling & MNPI/PII guardrails + skills for statement analysis, ratios, DCF/comps valuation, modeling, earnings, forecasting & FP&A, loops & review agents. Not investment advice.

Install
npx -y skills add m-binimran/finance-pack --skill financial-model

Assembled from the repository path, not quoted from the project. Check it against their README if it does not work.

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Structure an integrated 3-statement financial model - drivers, income statement, balance sheet, cash flow, and the links between them - with assumptions and checks. Use when building or reviewing a model.

SKILL.md

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financial-model

A 3-statement model that ties out: the statements link, the balance sheet balances, cash flows reconcile.

Structure

  1. Assumptions/drivers (one clearly-labeled section): growth, margins, capex, working-capital days, tax, financing. Every driver explicit and sourced/justified.
  2. Income statement: revenue -> EBIT -> net income, driven by the assumptions.
  3. Balance sheet: working capital from days, PP&E from capex/D&A, debt/equity from financing.
  4. Cash flow: operating (from NI + D&A + change in NWC), investing (capex), financing (debt/dividends); ending cash flows to the balance sheet.
  5. Links + checks: the three statements connect; balance sheet balances; build a checks row (BS check, cash tie-out). Note circularity (interest on average debt) and how it's handled.

Output

  • The model structure with assumptions, the three linked statements, and the integrity checks (what proves it ties out). Scenario toggles where useful (scenario-analysis).

Guardrails

  • Historicals sourced; projections labeled as assumptions (projection-guard).
  • Checks must pass (BS balances, cash ties) - re-derive; don't ship a model that doesn't foot.
  • Units/period consistent (accuracy-precision).

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