「financial」の検索結果

Use when a task needs the judgment of a Credit Analyst — spreading financial statements and computing leverage/coverage ratios, writing a commercial credit memo, assigning or recommending an internal risk rating, structuring covenants on a term loan or revolver, or stress-testing a borrower's debt service under a downside case. Narrower than loan-officer (originates and manages the client relationship; the analyst underwrites the credit that officer brings in) and financial-risk-specialist (owns portfolio-level risk and concentration limits, not single-borrower underwriting).

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Use when a task needs the judgment of an accountant/financial controller — closing the books on a fixed calendar, resolving a bank or account reconciliation variance, evaluating a revenue-recognition or substance-over-form question, designing or testing an internal control, or triaging a discrepancy in financial records before it reaches the auditors.

日本語の概要は準備中です。原文の説明を表示しています。

Build financial models — revenue forecasts, unit economics, scenario analysis, and investor-grade spreadsheets.

日本語の概要は準備中です。原文の説明を表示しています。

Use this skill when configuring the Financial Services Cloud (FSC) household data model — including Household record type setup, Primary Group assignment, ACR-based membership, rollup field inclusion, and batch rollup scheduling. NOT for NPSP household account configuration (use admin/npsp-household-accounts), non-FSC Account hierarchies, or standard Contact-Account relationships outside of FSC.

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Personal financial planner for Thailand-based users. Use this skill when the user asks for help with budgeting, tax planning involving Thai-specific products (SSF, RMF, Thai ESG, Thai ESGX, Easy E-Receipt), debt strategy at Thai bank rates, retirement planning involving ประกันสังคม (มาตรา 33/39/40), กบข., PVD (provident fund), or any personal-money question framed in baht and Thai life events. Strong activation phrases include "ช่วยวางแผนการเงิน", "วางแผนภาษี", "ปลดหนี้บัตรเครดิต", "ลดหย่อน RMF", "Help me with my Thai finances", "How much should I save in Thailand", "ม.33 vs ม.39", "เกษียณต้องเก็บเงินเท่าไหร่". Do NOT use for non-Thai financial contexts (US 401(k), Canadian RRSP, UK ISA, etc.) — different skills exist for those.

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AI นักวิเคราะห์ทางการเงิน — DCF Valuation, Financial Model, Investment Memo, Equity Research, Ratio Analysis

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Product Discovery through an 18-task methodology in 6 blocks — from market analysis to an investor-ready financial plan. Use when someone wants to run Product Discovery, validate a startup, assess a market hypothesis, prepare for an investment round, or raises an adjacent topic — idea validation, niche sizing, competitor teardown, product-market fit, pitch preparation, startup unit economics, geographic expansion into a new country, go-to-market for SEA / Asia / MENA. People rarely name PD explicitly; they say 'is there a market for this', 'assess my idea', 'I need a deck for an angel', 'we are entering Thailand/Singapore/UAE, how do we size it'. Use the skill in those cases too. Three modes: Light (~45 min, idea stage), Full (~2-3 h, MVP with customers), Geographic Expansion (~2 h, product entering a new geography). Produces 3-4 artifacts in /mnt/user-data/outputs/: one-pager.pptx, financial-plan.xlsx, presentation.pptx, optionally interview-guide.docx.

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Drafts filing-ready Annual Reports for State Charity Bureaus with certified financials, governance disclosures, and required attachments. Extracts organizational, financial, and programmatic data from uploaded documents, researches state-specific filing requirements, and produces a penalty-of-perjury-certified report. Use when drafting charity bureau annual reports, nonprofit compliance filings, charitable solicitation renewals, or state charity registration renewals.

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Produces structured asset and liability summaries from financial documents for legal proceedings. Extracts valuations, ownership classifications, and encumbrances, then outputs net-worth overview, categorized schedules, disputed items, and documentation gaps. Use when preparing financial summaries for divorce/dissolution, estate planning, bankruptcy, business valuation, or settlement negotiations. Trigger on: net worth summary, marital estate, balance sheet, asset schedule, liability schedule, community/separate property.

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Drafts board-ready Anti-Money Laundering compliance programs for U.S. financial institutions under BSA/FinCEN requirements. Covers CIP, CDD, EDD, SAR/CTR reporting, OFAC screening, risk assessment, training, independent testing, and governance structures. Use when creating or updating AML policies, BSA compliance programs, or financial institution regulatory documentation. Trigger keywords: AML, BSA, FinCEN, Bank Secrecy Act, anti-money laundering, SAR, CTR, OFAC, CIP, CDD, KYC, compliance program.

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Get a complete financial overview of the business including balance, recent transactions, outstanding invoices.

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M&Aアドバイザリー支援スキル。デューデリジェンス（DD）実施、企業価値評価（バリュエーション）、 シナジー分析、PMI（Post Merger Integration）計画策定を包括的に支援。 Use when conducting M&A due diligence (Financial, Legal, IT, HR), company valuation (DCF, Comparable Companies, Precedent Transactions), synergy analysis, or post-merger integration planning. Triggers: "M&A", "デューデリジェンス", "DD", "バリュエーション", "企業価値評価", "DCF", "comparable", "類似企業", "先行取引", "PMI", "統合計画", "シナジー分析", "買収", "合併"

Client reporting, quality assurance, and financial operations management. Handles KPI frameworks, compliance audits, budget tracking, and launch checklists. Use when: managing client dashboards, ensuring brand compliance, conducting QA reviews, tracking marketing spend, ensuring GDPR/CAN-SPAM compliance, proofreading deliverables. Also triggers on: client reporting, QA, quality assurance, brand compliance, marketing budget, financial tracking, legal compliance, GDPR, CAN-SPAM, proofreading, launch checklist

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SEC EDGAR filings, BLS employment stats, and USDA crop prices. 3 tools for federal financial intelligence.

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Use when working with Apptio — apptio and Cloudability IT financial management and cloud cost optimization. Covers IT cost allocation, cloud cost analysis, benchmarking, budget forecasting, showback/chargeback reports, and technology business management. Use when managing IT financial planning, benchmarking cloud spend, or creating chargeback models.

日本語の概要は準備中です。原文の説明を表示しています。

Stock quotes, price history, financial news, and analysis

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Build comprehensive 3-5 year financial models with revenue projections, cost structures, cash flow analysis, and scenario planning for early-stage startups.

日本語の概要は準備中です。原文の説明を表示しています。

Create detailed 3-5 year financial model with revenue, costs, cash flow, and scenarios

日本語の概要は準備中です。原文の説明を表示しています。

Classify financial PDFs by extracting company identity, document type, and date metadata. Validates ticker via Yahoo Finance with multi-step fallback. Uses a Python orchestration script for validation, file modification, and writing markdown.

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Assess a company's economic moat, EBITA margin trajectory, and organic growth trajectory from analyst reports, earnings transcripts, or long-form articles. Produces structured qualitative outlook that feeds into the Financial Modeling skill's assumption generation.

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Execute a single deterministic Python script to compute WACC, DCF assumptions, projected free cash flows, enterprise value, and intrinsic value per share. Updates the metadata markdown.

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Financial analyst agent skill and plugin for Claude Code, Codex, Gemini CLI, Cursor, OpenClaw. Ratio analysis, DCF valuation, budget variance, rolling forecasts. 4 Python tools (stdlib-only).

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Expert fintech engineer specializing in financial systems, regulatory compliance, and secure transaction processing. Masters banking integrations, payment systems, and building scalable financial technology that meets stringent regulatory requirements.

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Stripe 決済プラットフォーム全商品のリファレンス。 PaymentIntents, Checkout, Payment Links, Elements, Subscriptions, Invoices, Connect, Radar, Terminal, Tax, Issuing, Treasury, Capital, Identity, Financial Connections, Webhooks, Stripe CLI, idempotency, API versioning, pagination, error handling。