claude

pm-finance

Finance skills: Financial Model Narrative, Budget Variance Analysis, Investor Pitch Deck, Financial Due Diligence, Tax Planning Checklist. Turn numbers into board-ready narratives, explain variances, structure pitch decks, generate DD checklists, and review year-end tax planning opportunities.

1,544 on GitHubby Mohit Aggarwalv1.1.0MITupdated yesterdayproductivity
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Plugin pm-finance from marketplace pm-claude-skills in mohitagw15856/pm-claude-skills. Commands read from the repo's manifest — yesterday.

What it installs

Skills (5)

  • budget-variance-analysis

    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 categorised variance table with root cause analysis and manag

  • financial-due-diligence

    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 assessment. Produces a document request list, key analytical que

  • financial-model-narrative

    Turn financial model outputs into a clear written narrative. Use when asked to write a financial narrative, explain a financial model, summarise a P&L, or translate spreadsheet numbers into a board-ready story. Produces an executive narrative with key insights, drivers, and forward-looking commentar

  • investor-pitch-deck

    Build the narrative and slide structure for an investor pitch deck. Use when asked to create a pitch deck, investor presentation, fundraising deck, or startup pitch. Produces a slide-by-slide structure with narrative beats, key messages, and what each slide must prove to an investor.

  • tax-planning-checklist

    Generate a structured tax planning checklist and review framework for any individual or business context. Use when asked to review tax planning, prepare for year-end tax, check tax efficiency, or identify tax-saving opportunities. Produces a checklist of considerations, common reliefs, and a review

View source on GitHub mohitagw15856.github.io

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