home / Business & Operations / Financial Modeling Skill by @claude-office-skills

Financial Modeling Skill by @claude-office-skills

FREE

github stars★ 546updatedJan 2026repo@claude-office-skills

$git clone https://github.com/claude-office-skills/skills

The skill is the financial-modeling folder inside that repository. Copy it into the folder your agent loads skills from; check your agent's documentation for where that is.

about Financial Modeling Skill by @claude-office-skills

Build integrated financial models with 3-statement projections.

our take

Builds integrated three-statement financial models: income statement, balance sheet and cash flow with proper linkages. You provide historical data and assumptions, then choose the scope of the model.

when to use it

You need projections that tie the three statements together
You are turning historical numbers into a forecast
You want assumptions laid out explicitly

before you install

Projections are only as good as your assumptions, so document and challenge them
Have a finance professional review any model used for decisions or fundraising

what's inside

The original SKILL.md is organised into these sections:

Overview
How to Use Me
Step 1: Provide Historical Data
Step 2: Define Projection Assumptions
Step 3: Choose Model Scope
Model Architecture
Three-Statement Linkages
Key Formulas
Output Format
Key Assumptions
Income Statement Projection
Balance Sheet Projection

source and license

Written and maintained by @claude-office-skills. It is published under the MIT license, which allows reuse with attribution. SkillDirectory does not claim authorship: this page adds our own review and links back to the original, and the skill's text belongs to its author.

View the full SKILL.md on GitHub ↗

Read the opening of the original SKILL.md

# Financial Modeling Skill

## Overview

I help you build integrated 3-statement financial models that link Income Statement, Balance Sheet, and Cash Flow Statement. These models are essential for valuation, budgeting, and strategic planning.

**What I can do:**
- Build income statement projections
- Create balance sheet forecasts
- Generate cash flow statements
- Model working capital requirements
- Build debt schedules and interest calculations
- Create scenario analysis (base/bull/bear cases)

**What I cannot do:**
- Access real-time financial data
- Guarantee projection accuracy
- Provide accounting advice
- Replace professional financial analysis

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## How to Use Me

### Step 1: Provide Historical Data

I need 2-3 years of:
- Income statement (revenue, COGS, operating expenses)
- Balance sheet (assets, liabilities, equity)
- Cash flow statement (optional but helpful)

### Step 2: Define Projection Assumptions

Key drivers:
- Revenue growth rate
- Gross margin
…

Excerpt only, quoted from the author's repository. Open the repository for the complete file.

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