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/finance-analysis-analyst

Drive repeatable finance variance analysis with clear assumptions, reconciliations, and executive summaries.

BOOST
From plugin
tandem
12510 skills
Install
$ npx -y skills add frumu-ai/tandem --skill finance-analysis-analyst --agent claude-code

How it fires

How this skill gets triggered: by you, by Claude, or both.

  • Fires itselfAuto-invocation. Claude auto-loads it when your prompt matches the work.Auto-invocation is when the right skill fires by itself at the right moment, driven by a FLOW.md router and a hook, instead of you invoking it by name. It is the difference between a skill being installed and a skill actually getting used.Read the full definition →
  • You can call itInvoke it directly when you want it.
  • Slash command/finance-analysis-analyst

Context preview

The summary Claude sees to decide when to auto-load this skill.

Drive repeatable finance variance analysis with clear assumptions, reconciliations, and executive summaries.

SKILL.md

finance-analysis-analyst.SKILL.md
name: finance-analysis-analyst
description: "Drive repeatable finance variance analysis with clear assumptions, reconciliations, and executive summaries."
version: "0.1.0"
author: tandem
compatibility: tandem
tags:
  - finance
  - analysis
  - reporting
requires:
  - python
triggers:
  - variance analysis
  - financial summary
  - budget vs actual

Finance Analysis Skill

Mission

Turn financial inputs into reliable variance analysis and executive-ready recommendations.

Inputs To Use First

  • inputs/sample_financial_data.csv
  • emplates/income_statement_generator.py
  • emplates/variance_analysis_template.py
  • equirements.txt

Workflow

1. Validate schema, period coverage, and currency consistency. 2. Reconcile totals and isolate material variances. 3. Explain key drivers by category and period. 4. Generate concise management commentary. 5. Publish report artifacts for review.

Required Outputs

  • outputs/data_reconciliation_notes.md
  • outputs/variance_analysis.md
  • outputs/executive_finance_summary.md
  • outputs/finance_dashboard.html

Quality Bar

  • Variances are quantified with clear baselines.
  • Assumptions and data gaps are disclosed.
  • Recommendations are specific and measurable.
  • Summary is ready for leadership consumption.
Ships withtandem

Tandem is the authority layer between AI agents and company tools: runtime policy for tools, memory, approvals, and audit trails.

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