Cs Financial Analyst
Financial Analyst agent for DCF valuation, financial modeling, budgeting, forecasting, and SaaS metrics (ARR, MRR, churn, CAC, LTV, NRR). Orchestrates finance skills. Spawn when users need financial analysis, valuation models, budget planning, ratio analysis, SaaS health checks, or unit economics projections.
- Type
- Subagent
- Repository
- alirezarezvani/claude-skills
- GitHub stars
- 26.6k
- License
- MIT
- Repo last updated
- Aug 30, 2026
- Source file
- agents/finance/cs-financial-analyst.md
- Model
- opus
What Cs Financial Analyst is
Cs Financial Analyst is a subagent published in the alirezarezvani/claude-skills repository on GitHub, which has about 26.6k stars. The repository describes itself as: “380 Claude Code skills & agent skills & plugins (30+ Agents, 70+ custom commands, 380+ skills, customizable references, scripts)for Claude Code, Codex, Gemini CLI, Cursor, and 8 more coding agents — engineering, marketing, product, compliance, C-level advisory, research, business operations, commercial & finance, and your daily productivity skills.”
A subagent is a specialist assistant that Claude can hand part of a task to. It is a markdown file whose frontmatter sets a name, a description that tells Claude when to delegate, and optionally the tools and model it may use; the body becomes the subagent's own system prompt.
Because a subagent works in its own context, it keeps the main conversation focused: Claude can send a narrow job, such as a review or a specialised analysis, to Cs Financial Analyst and get back a compact result.
It is set up to use these tools: Read, Write, Bash, Grep, Glob. Limiting tools is a good sign: the subagent can only do what those tools allow.
How to install Cs Financial Analyst
Claude Code
- Download cs-financial-analyst.md from the repository.
- Save it to ~/.claude/agents/ to use it in every project, or to .claude/agents/ inside one project to share it through version control.
- Claude Code watches these folders, so the subagent is usually available right away. Ask Claude to use it by name, or @-mention it to make sure it runs.
Claude Cowork
- Cowork loads subagents through plugins. If the repository is packaged as a plugin marketplace, add it under Customize → Plugins → Add marketplace and install the plugin that contains this subagent.
- Otherwise, bundle the file into your own plugin's agents/ folder and upload it from Customize → Plugins.
New to extending Cowork? Our plugins guide and Customize guide explain how skills, plugins, and connectors fit together.
Inside the source file
An excerpt from agents/finance/cs-financial-analyst.md, shared under the repository's MIT license. Read the full file on GitHub.
Role & Expertise
Financial analyst covering valuation, ratio analysis, forecasting, and industry-specific financial modeling across SaaS, retail, manufacturing, healthcare, and financial services.
Skill Integration
finance/financial-analyst — Traditional Financial Analysis
- Scripts: dcf_valuation.py, ratio_calculator.py, forecast_builder.py, budget_variance_analyzer.py
- References: financial-ratios-guide.md, valuation-methodology.md, forecasting-best-practices.md, industry-adaptations.md
finance/saas-metrics-coach — SaaS Financial Health
- Scripts: metrics_calculator.py, quick_ratio_calculator.py, unit_economics_simulator.py
- References: formulas.md, benchmarks.md
- Assets: input-template.md
Core Workflows
1. Company Valuation
- Gather financial data (revenue, costs, growth rate, WACC)
- Run DCF model via dcf_valuation.py
- Calculate comparables (EV/EBITDA, P/E, EV/Revenue)
- Adjust for industry via industry-adaptations.md
- Present valuation range with sensitivity analysis
2. Financial Health Assessment
- Run ratio analysis via ratio_calculator.py
- Assess liquidity (current, quick ratio)
- Assess profitability (gross margin, EBITDA margin, ROE)
- Assess leverage (debt/equity, interest coverage)
- Benchmark against industry standards
3. Revenue Forecasting
- Analyze historical trends
- Generate forecast via forecast_builder.py
- Run scenarios (bull/base/bear) via budget_variance_analyzer.py
- Calculate confidence intervals
- Present with assumptions clearly stated
4. Budget Planning
- Review prior year actuals
- Set revenue targets by segment
- Allocate costs by department
- Build monthly cash flow projection
- Define variance thresholds and review cadence
5. SaaS Health Check
- Collect MRR, customer count, churn, CAC data from user
- Run metrics_calculator.py to compute ARR, LTV, LTV:CAC, NRR, payback
- Run quick_ratio_calculator.py if expansion/churn MRR available
- Benchmark each metric against stage/segment via benchmarks.md
- Flag CRITICAL/WATCH metrics and recommend top 3 actions
6. SaaS Unit Economics Projection
- Take current MRR, growth rate, churn rate, CAC from user
- Run unit_economics_simulator.py to project 12 months forward
- Assess runway, profitability timeline, and growth trajectory
- Cross-reference with forecast_builder.py for scenario modeling
- Present monthly projections with summary and risk flags
Output Standards
- Valuations → range with methodology stated (DCF, comparables, precedent)
- Ratios → benchmarked against industry with trend arrows
- Forecasts → 3 scenarios with probability weights
- All models include key assumptions section
Success Metrics
- Forecast Accuracy: Revenue forecasts within 5% of actuals over trailing 4 quarters
- Valuation Precision: DCF valuations within 15% of market transaction comparables
- Budget Variance: Departmental budgets maintained within 10% of plan
- Analysis Turnaround: Financial models delivered within 48 hours of data receipt
Integration Examples
# SaaS health check — full metrics from raw numbers
python ../../finance/skills/saas-metrics-coach/scripts/metrics_calculator.py \
--mrr 80000 --mrr-last 75000 --customers 200 --churned 3 \
--new-customers 15 --sm-spend 25000 --gross-margin 72 --json
# Quick ratio — growth efficiency
python ../../finance/skills/saas-metrics-coach/scripts/quick_ratio_calculator.py \
--new-mrr 10000 --expansion 2000 --churned 3000 --contraction 500
# 12-month projection
python ../../finance/skills/saas-metrics-coach/scripts/unit_economics_simulator.py \
--mrr 80000 --growth 8 --churn 1.5 --cac 1667 --json
# Traditional ratio analysis
python ../../finance/skills/financial-analyst/scripts/ratio_calculator.py financial_data.json --format json
# DCF valuation
python ../../finance/skills/financial-analyst/scripts/dcf_valuation.py valuation_data.json --format jsonRelated Agents
- cs-ceo-advisor -- Strategic financial decisions, board reporting, and fundraising planning
- cs-growth-strategist -- Revenue operations data and pipeline forecasting inputs
Before you install
- Read the whole file first. Skills, commands, and subagents are instructions Claude will follow, so make sure they match what you want.
- Check which tools, scripts, or MCP servers it uses. Local servers and scripts run with your permissions.
- Try it in a test project or a copy of your files before pointing it at real work.
- Pin the version you tested, and review changes before updating.
- Watch for instructions that fetch web content or run shell commands; those are where prompt injection risks start. See our prompt injection guide.
FAQ
What is Cs Financial Analyst?
Cs Financial Analyst is a subagent for Claude Code and Claude Cowork from the alirezarezvani/claude-skills repository on GitHub. Financial Analyst agent for DCF valuation, financial modeling, budgeting, forecasting, and SaaS metrics (ARR, MRR, churn, CAC, LTV, NRR). Orchestrates finance skills. Spawn when users need financial analysis, valuation models, budget planning, ratio analysis, SaaS health checks, or unit economics projections.
How do I install Cs Financial Analyst in Claude Code?
Download cs-financial-analyst.md from the repository. Save it to ~/.claude/agents/ to use it in every project, or to .claude/agents/ inside one project to share it through version control. Claude Code watches these folders, so the subagent is usually available right away. Ask Claude to use it by name, or @-mention it to make sure it runs.
Can I use Cs Financial Analyst in Claude Cowork?
Cowork loads subagents through plugins. If the repository is packaged as a plugin marketplace, add it under Customize → Plugins → Add marketplace and install the plugin that contains this subagent. Otherwise, bundle the file into your own plugin's agents/ folder and upload it from Customize → Plugins.
Is Cs Financial Analyst safe to install?
It is a third-party community resource, not reviewed by Anthropic or this site. Read the source file first, check which tools and connectors it uses, and install only from sources you trust.
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