Works with
ClClaudeNative
CoCodexPackaged
GPGPTPackaged
GeGeminiPackaged
CuCursorPackaged
OpOpenCodePackaged
Financial Analyst
Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making. Use when analyzing financial statements, building valuation models, assessing budget variances, or constructing financial projections and forecasts. Also applicable when users mention financial modeling, cash flow analysis, company valuation, financial projections, or spreadshee
Optimized workflow
This edition turns the source methodology into a repeatable agent workflow with explicit inputs, checkpoints and deliverables.
Quality standard
- Confirm scope and missing inputs before execution
- Ground decisions in available evidence and preserve source constraints
- Return an actionable result with assumptions, risks and next steps
Agent compatibility
The same core method is packaged for Claude, Codex, GPT, Gemini, Cursor and OpenCode.
Permissions & security
Low risk
Source verified · conversion tested · security signals reviewed