skills-core/financial-manager
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financial-manager/references/ai-skills.md
skillfactor-pipeline a979ff5811 feat: financial-manager skill package v0.1.0
2026-08-14 16:20:19 +02:00

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External AI agent skills — financial-manager

Proven, publicly available AI agent skills mapped to this occupation. Nothing is copied from the sources: every entry is a name, a one-line summary and a link to the upstream skill package. Each section names its source repository, commit, license and retrieval date.

Tiers: core = the skill directly exercises a top market hard skill, tool or method (from gated job-ad evidence) or an essential ESCO competence of this occupation; adjacent = plausibly useful, secondary. Entries are capped at 12 per source and 80 in total per occupation (core first, strongest matches survive); everything beyond the caps is excluded and logged in the pipeline audit trail, not in this package.

Matched deterministically (ISCO group + title/competence keywords, tiered against market evidence + ESCO essentials) by pipeline/p5_enrich_ai_skills.py on 2026-07-14.

Source: anthropics/skills

  • Repository: https://github.com/anthropics/skills (commit f6656c1, retrieved 2026-07-14)
  • License: Apache-2.0; the document skills (docx/pdf/pptx/xlsx) are source-available — see the LICENSE.txt in the upstream skill folder
Skill Tier What it adds Upstream
docx adjacent Use this skill whenever the user wants to create, read, edit, or manipulate Word documents (.docx files) or Word templates (.dotx files). Triggers include: any mention of 'Word doc', 'word document', '.docx', '.dotx', or requests to … source
pdf adjacent Use this skill whenever the user wants to do anything with PDF files. This includes reading or extracting text/tables from PDFs, combining or merging multiple PDFs into one, splitting PDFs apart, rotating pages, adding watermarks, creating … source
pptx adjacent Use this skill any time a .pptx or .potx file is involved in any way — as input, output, or both. This includes: creating slide decks, pitch decks, or presentations; reading, parsing, or extracting text from any .pptx or .potx file (even … source
xlsx adjacent Use this skill any time a spreadsheet file is the primary input or output. This means any task where the user wants to: open, read, edit, or fix an existing .xlsx, .xlsm, .xltx, .csv, or .tsv file (e.g., adding columns, computing formulas, … source

Source: wshobson/agents

Skill Tier What it adds Upstream
team-collaboration-dx-optimizer (agent) adjacent Developer Experience specialist. Improves tooling, setup, and workflows. Use PROACTIVELY when setting up new projects, after team feedback, or when development friction is noticed. source

Source: a5c-ai/babysitter

Skill Tier What it adds Upstream
throughput-accountant core TOC financial metrics skill for throughput, inventory, and operating expense analysis with decision support source
financial-dashboard-generator core Automated financial dashboard and KPI visualization skill with executive reporting capabilities source
monte-carlo-financial-simulator core Stochastic simulation skill for financial modeling with probability distributions and risk quantification source
budget-forecasting-engine core Driver-based budgeting and forecasting skill with rolling forecast support and variance analysis source
amortized-analysis-assistant core Apply amortized analysis techniques including aggregate, accounting, and potential methods source
context-engineering core Context window monitoring and budget management. Keeps orchestrator at 15-30% context usage while subagents get full 200k tokens. Provides warnings at thresholds, context-aware summarization triggers, and wave-level budget planning. source
cash-flow-forecaster core Daily, weekly, and monthly cash forecasting skill with scenario analysis and liquidity stress testing source
gaap-ifrs-compliance-checker core Automated compliance validation skill for GAAP and IFRS accounting standards with codification references source
dcf-valuation-modeler core Discounted Cash Flow model builder for comprehensive company valuations with WACC calculation, terminal value estimation, and sensitivity analysis source
grant-proposal-writing core Develop compelling funding proposals for foundations, government agencies, and corporations including narrative development, budget creation, and compliance documentation source
comparable-company-analyzer core Public company comparable analysis skill with peer selection, multiple calculation, and football field visualization source

Source: affaan-m/everything-claude-code

Skill Tier What it adds Upstream
investor-materials core Create and update pitch decks, one-pagers, investor memos, accelerator applications, financial models, and fundraising materials. Use when the user needs investor-facing documents, projections, use-of-funds tables, milestone plans, or … source

Source: AgriciDaniel/claude-ads

Skill Tier What it adds Upstream
ads-plan core Create a professional paid-advertising strategy covering objectives, economics, platform selection, campaign architecture, audiences, budget, creative, measurement, experiments, governance, rollout, and reporting. Use for ad plan, media … source

Source: ahacker-1/cre-agent-skills

Skill Tier What it adds Upstream
cre-asset-management core CRE Asset Management analysis suite — 9 specialist skills for post-acquisition multifamily operations including annual budgeting, monthly variance analysis, rent collection, renewal decisions, lease-up tracking, capex execution, NOI … source

Source: alirezarezvani/claude-skills

Skill Tier What it adds Upstream
financial-analyst core 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 … source
finance-skills core Router/index for the 2 finance skills bundled in this plugin: financial-analyst (ratio analysis, DCF valuation, budget variance, rolling forecasts) and saas-metrics-coach (ARR/MRR, churn, CAC/LTV, NRR, quick ratio). Use when a finance … source
risk-management-specialist core Medical device risk management specialist implementing ISO 14971 throughout product lifecycle. Provides risk analysis, risk evaluation, risk control, and post-production information analysis. Use when user mentions risk management, ISO … source

Source: brycewang-stanford/Auto-Empirical-Research-Skills

Skill Tier What it adds Upstream
cost-benefit core Cost-benefit analysis. Produces economic NPV and financial NPV side by side, with BCR, optimism bias (with mitigation), Marginal Excess Tax Burden, real-terms rebasing, WELLBY / QALY / VPF wellbeing valuation, sensitivity, switching … source
stata-accounting-guide core STATA code for empirical accounting and financial economics research source
business-skills core 5 business research skills. Trigger: business strategy, market analysis, competitive intelligence. Design: analytical frameworks and methods for management and innovation research. source

Source: coreyhaines31/makerskills

Skill Tier What it adds Upstream
personal-cfo core When you want to model personal financial scenarios — house purchase + rental income (ADU, bedroom rentals, house-hacking), renovation budgets, monthly cash flow forecasts, big-purchase decisions, savings/investment what-ifs. For personal … source
company-cfo core Monthly CFO workflow for a company or agency — pull raw data from bank + payment processor + payroll + expense management, categorize and reconcile, compute end-of-month cash via transaction-sum method, update a scenario projector for … source

Source: davepoon/buildwithclaude

Skill Tier What it adds Upstream
financial-model core Run deterministic financial models for startup valuation and SaaS health analysis. Triggered by: "/venture-capital-intelligence:financial-model", "run a financial model on X", "DCF this company", "model the financials", "calculate runway", … source

Source: davila7/claude-code-templates

Skill Tier What it adds Upstream
risk-management-specialist core Senior Risk Management specialist for medical device companies implementing ISO 14971 risk management throughout product lifecycle. Provides risk analysis, risk evaluation, risk control, and post-production information analysis. Use for … source
code-review-excellence core Transform code reviews from gatekeeping to knowledge sharing through constructive feedback, systematic analysis, and collaborative improvement. source
lint-and-validate core Automatic quality control, linting, and static analysis procedures. Use after every code modification to ensure syntax correctness and project standards. Triggers onKeywords: lint, format, check, validate, types, static analysis. source
research-grants core Write competitive research proposals for NSF, NIH, DOE, and DARPA. Agency-specific formatting, review criteria, budget preparation, broader impacts, significance statements, innovation narratives, and compliance with submission … source
Excel Analysis core Analyze Excel spreadsheets, create pivot tables, generate charts, and perform data analysis. Use when analyzing Excel files, spreadsheets, tabular data, or .xlsx files. source

Source: elementalsouls/Claude-BugHunter

Skill Tier What it adds Upstream
web3-audit core Smart contract security audit — 10 DeFi bug classes (accounting desync, access control, incomplete path, off-by-one, oracle, ERC4626, reentrancy, flash loan, signature replay, proxy), pre-dive kill signals (TVL < $500K etc), Foundry PoC … source

Source: Ericyoung-183/alpha-insights

Skill Tier What it adds Upstream
alpha-insights core Business Analyst Skill. Triggered when users ask about business analysis, industry research, competitive analysis, product analysis, business model analysis, business opportunity discovery, market entry strategy, investment decisions, … source

Source: ferdinandobons/startup-skill

Skill Tier What it adds Upstream
startup-design core Design, validate, and plan a startup from scratch. Covers market research, competitive analysis, business model, brand identity, product definition, financial projections, and validation experiments. Trigger when the user has a startup … source

Source: foryourhealth111-pixel/Vibe-Skills

Skill Tier What it adds Upstream
edgartools core Python library for accessing, analyzing, and extracting data from SEC EDGAR filings. Use when working with SEC filings, financial statements (income statement, balance sheet, cash flow), XBRL financial data, insider trading (Form 4), … source
research-grants core Write competitive research proposals for NSF, NIH, DOE, DARPA, and Taiwan NSTC. Agency-specific formatting, review criteria, budget preparation, broader impacts, significance statements, innovation narratives, and compliance with … source

Source: gooseworks-ai/goose-skills

Skill Tier What it adds Upstream
newsletter-monitor core Scan an AgentMail inbox for newsletter signals using configurable keyword campaigns. Extracts matched keywords, context snippets, and company mentions from incoming emails. Use for monitoring accounting industry newsletters for buying … source
ad-campaign-analyzer core Analyze ad campaign performance data (Google, Meta, LinkedIn) to identify what's working, what's wasting budget, and specific cut/scale/test recommendations. Runs statistical analysis, funnel diagnostics, and multi-channel budget … source
company-current-gtm-analysis core Comprehensive GTM analysis of any target company. Researches what a company is currently doing across all go-to-market dimensions — content/blog, founder LinkedIn activity, SEO/traffic, hiring signals, social/community presence, customer … source

Source: harperreed/dotfiles

Skill Tier What it adds Upstream
personal-finance-planning core Use when asked to organize finances, create a budget, plan debt payoff, build savings goals, audit subscriptions, or do any personal money management task. Triggers on "budget", "finances", "savings", "debt", "subscriptions", "emergency … source

Source: himself65/finance-skills

Skill Tier What it adds Upstream
yfinance-data core Fetch financial and market data using the yfinance Python library. Use this skill whenever the user asks for stock prices, historical data, financial statements, options chains, dividends, earnings, analyst recommendations, or any market … source

Source: hoangsonww/Claude-Code-Agent-Monitor

Skill Tier What it adds Upstream
budget-set core Define a spend budget for Claude Code and, optionally, create a cost alert rule that fires when usage crosses the limit, via POST /api/alerts/rules on the Agent Monitor dashboard. Reads current spend from /api/pricing/cost to size the … source

Source: jeremylongshore/claude-code-plugins-plus-skills

Skill Tier What it adds Upstream
find-cpa-firm core Use whenever the user wants to find, shortlist, vet, or enrich US accounting and tax firms (CPA firms) — financial-statement audit, SOC 1/2 audit, corporate tax, bookkeeping for businesses, advisory/fractional CFO, M&A diligence, 409A … source
fondo-local-dev-loop core Configure local development workflows that integrate with Fondo for financial data, using Fondo exports with QuickBooks or accounting tools. Trigger: "fondo dev setup", "fondo export", "fondo QuickBooks", "fondo local data". source
fondo-ci-integration core Automate financial reporting workflows that complement Fondo with CI/CD pipelines for expense tracking, budget alerts, and financial data validation. Trigger: "fondo CI", "fondo automation", "fondo financial alerts". source
fondo-core-workflow-a core Execute Fondo primary workflow: monthly bookkeeping close and financial reporting. Use when managing month-end close, reviewing financial statements, or preparing for board meetings and fundraising. Trigger: "fondo bookkeeping", "fondo … source
fondo-prod-checklist core Execute Fondo production readiness checklist for year-end tax filing, R&D credit claims, and board-ready financial reporting. Trigger: "fondo production", "fondo tax filing ready", "fondo year-end checklist". source
fondo-reference-architecture core Reference architecture for startup financial operations using Fondo as the bookkeeping backbone with complementary tools for banking, payroll, and reporting. Trigger: "fondo architecture", "startup finance stack", "fondo integration … source
navan-core-workflow-b core Manage Navan expense reporting, transaction data, and ERP synchronization. Use when building expense pipelines, automating approval workflows, or syncing transactions to accounting systems. Trigger with "navan expense management", "navan … source
ramp-cost-tuning core Ramp cost tuning \u2014 corporate card and expense management API integration.\n\ Use when working with Ramp for card management, expenses, or accounting sync.\n\ Trigger with phrases like "ramp cost tuning", "ramp-cost-tuning", … source
apify-cost-tuning core Optimize Apify platform costs through memory tuning, compute unit management, and proxy budgeting. Use when analyzing Apify billing, reducing Actor run costs, or implementing usage monitoring and budget alerts. Trigger: "apify cost", … source
clay-cost-tuning core Optimize Clay credit spending with provider key management, waterfall tuning, and budget controls. Use when analyzing Clay costs, reducing credit consumption, or implementing spending alerts and caps. Trigger with phrases like "clay cost", … source
klaviyo-cost-tuning core Optimize Klaviyo costs through plan selection, contact management, and usage monitoring. Use when analyzing Klaviyo billing, reducing active profile costs, or implementing usage monitoring and budget alerts. Trigger with phrases like … source
ramp-enterprise-rbac core Ramp enterprise rbac \u2014 corporate card and expense management API\ \ integration.\nUse when working with Ramp for card management, expenses, or accounting\ \ sync.\nTrigger with phrases like "ramp enterprise rbac", … source

Source: K-Dense-AI/claude-scientific-skills

Skill Tier What it adds Upstream
xlsx core Create, edit, analyze, or convert Excel spreadsheets (.xlsx, .xlsm) where the workbook file is the primary deliverable. Use for formulas, formatting, financial models, multi-sheet workbooks, and tabular cleanup exported to Excel. Also … source
research-grants core Write competitive research proposals for NSF, NIH, DOE, DARPA, and Taiwan NSTC. Agency-specific formatting, review criteria, budget preparation, broader impacts, significance statements, innovation narratives, and compliance with … source

Source: K-Dense-AI/scientific-agent-skills

Skill Tier What it adds Upstream
xlsx core Create, edit, analyze, or convert Excel spreadsheets (.xlsx, .xlsm) where the workbook file is the primary deliverable. Use for formulas, formatting, financial models, multi-sheet workbooks, and tabular cleanup exported to Excel. Also … source
research-grants core Write competitive research proposals for NSF, NIH, DOE, DARPA, and Taiwan NSTC. Agency-specific formatting, review criteria, budget preparation, broader impacts, significance statements, innovation narratives, and compliance with … source

Source: kazukinagata/shinkoku

Skill Tier What it adds Upstream
settlement core This skill should be used when the user needs to perform year-end closing adjustments (決算整理), review financial statements (決算書), compute depreciation, or review their trial balance. Trigger phrases include: "決算", "決算整理", "決算書を作る", "減価償却", … source

Source: mohitagw15856/pm-claude-skills

Skill Tier What it adds Upstream
financial-due-diligence core Generate a financial due diligence checklist and analysis framework for any investment, acquisition, or partnership. Use when asked for a due diligence checklist, M&A financial review, investment analysis framework, or vendor financial … source
budget-variance-analysis core Produce a structured budget variance analysis from actual vs budget figures. Use when asked to analyse budget variances, explain underspend or overspend, write a variance commentary, or investigate why actuals differ from plan. Produces a … source
carbon-accounting-check core Sanity-check a greenhouse gas inventory before it goes into a report or gets audited. Use when asked to review a carbon footprint, check a GHG inventory, validate scope 1/2/3 numbers, explain a year-over-year emissions change, or prepare … source

Source: mukul975/Anthropic-Cybersecurity-Skills

Skill Tier What it adds Upstream
analyzing-macro-malware-in-office-documents core Analyzes malicious VBA macros embedded in Microsoft Office documents (Word, Excel, PowerPoint) to identify download cradles, payload execution, persistence mechanisms, and anti-analysis techniques. Uses olevba, oledump, and VBA … source

Source: nexscope-ai/eCommerce-Skills

Skill Tier What it adds Upstream
ecommerce-business-plan core Create a comprehensive e-commerce business plan. Market analysis, financial projections, marketing strategy, operations planning, and milestone roadmap for new or growing e-commerce businesses. source
etsy-advertising core Etsy Ads strategy — budget allocation, bid management, promoted listings, offsite ads opt-out analysis source
supply-chain-optimization-tiktok core Supply Chain Bottleneck Analyzer for TikTok Shop sellers. Diagnose cash flow, inventory turnover, affiliate commissions, and return rates. Includes FBT cost analysis, influencer payout optimization, and viral product lifecycle management. … source
supply-chain-optimization-shopify core Supply Chain Bottleneck Analyzer for Shopify/DTC stores. Diagnose cash flow, inventory, shipping costs, and customer acquisition efficiency. Includes CAC/LTV analysis, 3PL cost optimization, and ad spend benchmarks. No API key required for … source

Source: nexu-io/open-design

Skill Tier What it adds Upstream
finance-report core Quarterly / monthly financial report — masthead with KPIs, revenue and burn charts, P&L summary table, top-line highlights, and an outlook paragraph. Use when the brief mentions "financial report", "Q3 report", "MRR review", "P&L", or "财报". source
dcf-valuation core Discounted cash flow valuation and intrinsic value analysis for public companies. Use when the brief asks for DCF, fair value, intrinsic value, price target, undervalued or overvalued analysis, or "what is this company worth? source

Source: nowork-studio/NotFair

Skill Tier What it adds Upstream
google-ads core Manage Google Ads — performance, keywords, bids, budgets, negatives, campaigns, ads, search terms, QS, location targeting, bulk operations, experiments, asset management, portfolio bidding, offline conversions. Use for any mention of … source

Source: open-gitagent/opengap

Skill Tier What it adds Upstream
document-review core Reviews financial documents (prospectuses, ADVs, marketing materials) for FINRA 2210 compliance, required disclosures, and balanced presentation. Use when reviewing financial statements, audit documents, regulatory filings, or when the … source

Source: rohitg00/pro-workflow

Skill Tier What it adds Upstream
context-optimizer core Optimize token usage and context management. Use when sessions feel slow, context is degraded, or you're running out of budget. source

Source: sanjay3290/ai-skills

Skill Tier What it adds Upstream
deep-research core Execute autonomous multi-step research using Google Gemini Deep Research Agent. Use for: market analysis, competitive landscaping, literature reviews, technical research, due diligence. Takes 2-10 minutes but produces detailed, cited … source

Source: serejaris/personal-corp-os

Skill Tier What it adds Upstream
ceo-council core Use when needing strategic project analysis from multiple independent expert perspectives. Triggers on business decisions, growth strategy, product direction, competitive analysis, or any situation where diverse C-level opinions reduce … source

Source: serejaris/personal-corp-skills

Skill Tier What it adds Upstream
ceo-council core Use when needing strategic project analysis from multiple independent expert perspectives. Triggers on business decisions, growth strategy, product direction, competitive analysis, or any situation where diverse C-level opinions reduce … source

Source: vibeeval/vibecosystem

Skill Tier What it adds Upstream
minimax-xlsx core Open, create, read, analyze, edit, or validate Excel/spreadsheet files (.xlsx, .xlsm, .csv, .tsv). Use when the user asks to create, build, modify, analyze, read, validate, or format any Excel spreadsheet, financial model, pivot table, or … source
cto-advisor core CTO-level advisory - build vs buy decisions, tech debt quantification, team scaling, ADRs, technology evaluation (RICE), budget planning, TCO, vendor management, DORA/SPACE metrics source

Source: wanshuiyin/Auto-claude-code-research-in-sleep

Skill Tier What it adds Upstream
system-profile core Profile a target (script, process, GPU, memory, interconnect) for performance analysis. Use when user says "profile", "benchmark", "bottleneck", or wants performance analysis. source