claude

skills-finance

12 finance skills. FP&A, treasury, tax, cap tables, investment research and bookkeeping.

2 on GitHubby Poorvith M Pv4.1.0MITupdated 1 month ago

Not in a marketplace yet, so it loads for one session with --plugin-dir.

Plugin skills-finance in poorvith-mp/skills-finance. Commands read from the repo's manifest — 1 month ago.

What it installs

Skills (24)

  • accounts-payable

    Run payables: vendor payments, contractor invoices and recurring bills across fiat, crypto and stablecoin rails. Use when managing incoming vendor bills, payment approvals, or expense reports.

  • bookkeeper-and-controller

    Moved to modernized catalog in skillary. Removed in v4.1.

  • bookkeeping

    Run day-to-day accounting: reconciliations, month-end close, journal entries and internal controls. Use when reconciling bank accounts, chart of accounts, or ledger entries.

  • budget-expense-auditor

    Moved to modernized catalog in skillary. Removed in v4.1.

  • budgeting

    Build the budget, run rolling forecasts, and explain budget-versus-actual variance and expense anomalies. Use when creating annual operating budgets, departmental spend, or variance.

  • cap-table-fundraising-modeler

    Moved to modernized catalog in skillary. Removed in v4.1.

  • cap-table

    Model cap tables, dilution scenarios, waterfalls and round structures — SAFE, convertible notes, priced. Use when modeling founder equity, SAFEs, option pools, or dilution waterfalls.

  • chief-financial-officer

    Moved to modernized catalog in skillary. Removed in v4.1.

  • crypto-tax-advisor

    Moved to modernized catalog in skillary. Removed in v4.1.

  • crypto-tax

    Calculate capital gains, DeFi yield, NFT trades and cross-chain activity under FIFO, LIFO or HIFO. Use when calculating capital gains, staking rewards, or DeFi tax lots.

  • finance-strategy

    Set capital allocation, treasury policy, M&A finance, investor relations and board reporting. Use when structuring capital allocation, debt vs equity, or treasury.

  • financial-analyst

    Moved to modernized catalog in skillary. Removed in v4.1.

  • financial-modeling

    Build models, forecasts, valuations and scenario analyses from raw data. Use when building three-statement models, DCF valuations, or pro formas.

  • financial-plan-starter

    Moved to modernized catalog in skillary. Removed in v4.1.

  • fp-and-a-analyst

    Moved to modernized catalog in skillary. Removed in v4.1.

  • insurance-actuary-analyst

    Moved to modernized catalog in skillary. Removed in v4.1.

  • investment-research

    Run market analysis, due diligence, valuation and portfolio review across asset classes. Use when evaluating public equities, earnings calls, or 10-K filings.

  • investment-researcher

    Moved to modernized catalog in skillary. Removed in v4.1.

  • invoice-and-payment-writer

    Moved to modernized catalog in skillary. Removed in v4.1.

  • invoicing

    Draft invoices, payment schedules and receivables with tax lines, payment terms and late-fee policy. Use when generating client invoices, payment terms, or chasing collections.

  • runway-planning

    Work out burn rate, months of runway, which cuts buy how long, and when the raise has to start. Use when calculating net burn, zero-cash dates, or default-alive plans.

  • saas-metrics

    Track MRR, ARR, cohort revenue, net revenue retention, and recognise revenue on the right period. Use when tracking ARR/MRR, Net Revenue Retention, CAC payback, or churn.

  • tax-strategist

    Moved to modernized catalog in skillary. Removed in v4.1.

  • tax-strategy

    Plan entity structure, transfer pricing, credits and multi-jurisdiction compliance. Use when planning corporate R&D tax credits, QSBS, or depreciation.

View source on GitHub

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