From 2459dc55caedf46c13319b56ad63f648c19be784 Mon Sep 17 00:00:00 2001 From: skillfactor-pipeline Date: Fri, 14 Aug 2026 17:20:41 +0200 Subject: [PATCH] feat: financial-analyst skill package v0.1.0 --- PROVENANCE.md | 31 +++++ SKILL.md | 81 ++++++++++++ manifest.json | 196 +++++++++++++++++++++++++++++ references/ai-skills.md | 266 ++++++++++++++++++++++++++++++++++++++++ references/market.md | 142 +++++++++++++++++++++ references/profile.md | 32 +++++ references/skills.md | 74 +++++++++++ references/tasks.md | 63 ++++++++++ references/tools.md | 210 +++++++++++++++++++++++++++++++ 9 files changed, 1095 insertions(+) create mode 100644 PROVENANCE.md create mode 100644 SKILL.md create mode 100644 manifest.json create mode 100644 references/ai-skills.md create mode 100644 references/market.md create mode 100644 references/profile.md create mode 100644 references/skills.md create mode 100644 references/tasks.md create mode 100644 references/tools.md diff --git a/PROVENANCE.md b/PROVENANCE.md new file mode 100644 index 0000000..83becd9 --- /dev/null +++ b/PROVENANCE.md @@ -0,0 +1,31 @@ +# Data provenance — financial-analyst + +Where the content of this skill package comes from, counted by +content items (tasks, competences, tools, evidence entries, curated +knowledge). Rendered live by Gitea: + +```mermaid +%%{init: {'theme':'base','themeVariables':{'pie1':'#f9a825','pie2':'#1e88e5','pie3':'#ff355e','pie4':'#d97757','pie5':'#8e24aa','pieOuterStrokeWidth':'0px','pieSectionTextColor':'#fff'}}}%% +pie showData + title Content sources — financial-analyst + "ESCO (occupation & competences)" : 48 + "O*NET (tasks & tools)" : 245 + "Job boards (market evidence)" : 96 + "Anthropic official Claude skills" : 6 + "External AI skill packs (mapped)" : 137 +``` + +| Source | Items | Share | Files | +|---|---|---|---| +| ESCO (occupation & competences) | 48 | 9.0 % | references/profile.md, references/skills.md | +| O*NET (tasks & tools) | 245 | 46.1 % | references/tasks.md, references/tools.md | +| Job boards (market evidence) | 96 | 18.0 % | references/market.md (full report) + "Market evidence" headline sections | +| Wikipedia & AI expert curation | 0 | 0.0 % | glossary, literature, usecases, intake, quality, evals/ | +| Anthropic official Claude skills | 6 | 1.1 % | references/ai-skills.md, section "anthropics/skills" (official Claude Code skills) | +| External AI skill packs (mapped) | 137 | 25.8 % | references/ai-skills.md (per-source attribution inside) | +| Stack Exchange practitioner Q&A (CC-BY-SA) | 0 | 0.0 % | references/practitioner-qa.md (per-entry attribution inside) | + +Licensing: O*NET (USDOL/ETA, CC BY 4.0) · ESCO (© European Union) · +job-ad evidence via official APIs (JSearch/Adzuna) · Wikipedia content +paraphrased with source URLs — never copied · external AI skills are +linked, not copied (Apache-2.0/MIT/source-available, see ai-skills.md). diff --git a/SKILL.md b/SKILL.md new file mode 100644 index 0000000..187a338 --- /dev/null +++ b/SKILL.md @@ -0,0 +1,81 @@ +--- +name: financial-analyst +description: "Occupational skill for the role 'financial analyst' (also: economic analyst, credit analyst, financial markets report writer, financial markets analyst, treasury analyst, financial markets specialist). Use when the user asks for typical financial analyst work such as: Analyze areas of potential risk to the assets, earning capacity, or success of organizations.; Analyze new legislation to determine impact on risk exposure.; Conduct statistical analyses to quantify risk, using statistical analysis software or econometric models." +--- + +# Financial Analyst + +Financial analysts conduct economic research and elicit valuable analyses on financial matters such as profitability, liquidity, solvency, and asset management. They provide recommendations on financial matters for decision-making processes. Financial analysts work in both the public and the private sector. + +## Core workflow + +1. Analyze areas of potential risk to the assets, earning capacity, or success of organizations. +2. Analyze new legislation to determine impact on risk exposure. +3. Conduct statistical analyses to quantify risk, using statistical analysis software or econometric models. +4. Confer with traders to identify and communicate risks associated with specific trading strategies or positions. +5. Consult financial literature to ensure use of the latest models or statistical techniques. +6. Contribute to development of risk management systems. +7. Determine potential environmental impacts of new products or processes on long-term growth and profitability. +8. Develop contingency plans to deal with emergencies. + +## How to use this skill + +- Read [references/profile.md](references/profile.md) for the occupation profile and scope. +- Consult [references/tasks.md](references/tasks.md) for the full task and activity inventory. +- Check [references/skills.md](references/skills.md) for essential vs. optional competences. +- Check [references/tools.md](references/tools.md) for the software commonly used in this role. +- See [references/ai-skills.md](references/ai-skills.md) — matched external AI agent skills (per-source attribution). + +## Key competences (essential) + +- accounting +- advise on financial matters +- asset management +- business analytics +- business processes +- consider economic criteria in decision making +- create a financial report +- digital data processing +- economics +- empirical analysis +- financial management +- fundamental analysis +- interpret financial statements +- investment banking +- macroeconomics + +## Hot technologies + +- Intuit QuickBooks +- IBM SPSS Statistics +- SAS +- TensorFlow +- The MathWorks MATLAB +- Microsoft Power BI +- Tableau +- Atlassian JIRA +- Salesforce software +- Apache Hive + + + + +## Hot technologies + +Top tools from 40 gated job ads (see references/market.md, as of 2026-07-11): + +- Microsoft Excel — 60 % +- Microsoft PowerPoint — 25 % +- Microsoft Word — 20 % +- Tableau — 15 % +- Microsoft Outlook — 12 % +- SAP — 12 % +- SQL — 12 % +- Navy ERP — 10 % +- Oracle — 10 % +- Power BI — 10 % + + + +--- +*Sources: ESCO v1.2.1 (http://data.europa.eu/esco/occupation/8d586ee9-0ab1-4155-a3b0-2ca786c8e48c), O*NET 30.3 (13-2054.00). See manifest.json for licensing/attribution.* diff --git a/manifest.json b/manifest.json new file mode 100644 index 0000000..04215c5 --- /dev/null +++ b/manifest.json @@ -0,0 +1,196 @@ +{ + "name": "financial-analyst", + "title": "financial analyst", + "version": "0.1.0", + "layer": "core", + "language": "en", + "generated": "2026-07-07", + "ids": { + "esco_uri": "http://data.europa.eu/esco/occupation/8d586ee9-0ab1-4155-a3b0-2ca786c8e48c", + "esco_code": "2413.1", + "isco_group": "2413", + "onet_soc": "13-2054.00", + "crosswalk_match": "closeMatch" + }, + "sources": [ + { + "name": "ESCO", + "version": "1.2.1", + "url": "https://esco.ec.europa.eu/" + }, + { + "name": "O*NET", + "version": "30.3", + "url": "https://www.onetcenter.org/", + "license": "CC BY 4.0" + } + ], + "attribution": "This package includes information from the O*NET Database (v30.3) by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), CC BY 4.0. skillfactor is not endorsed by USDOL/ETA. ESCO data (v1.2.1) (c) European Union, used per the ESCO download conditions: https://esco.ec.europa.eu/en/use-esco/download", + "counts": { + "tasks": 30, + "dwas": 24, + "skills_essential": 23, + "skills_optional": 24, + "software": 190 + }, + "enrichment_ai_skills": { + "generated": "2026-07-14", + "method": "deterministic mapping (ISCO prefix + title/competence keywords)", + "sources": { + "anthropics/skills": { + "repo": "https://github.com/anthropics/skills", + "commit": "f6656c1", + "license": "Apache-2.0; the document skills (docx/pdf/pptx/xlsx) are source-available \u2014 see the LICENSE.txt in the upstream skill folder", + "skills": 3 + }, + "wshobson/agents": { + "repo": "https://github.com/wshobson/agents", + "commit": "6fd3247", + "license": "MIT (c) Seth Hobson", + "skills": 7 + }, + "NVIDIA/skills": { + "repo": "https://github.com/NVIDIA/skills", + "commit": "153b14b", + "license": "CC-BY-4.0 (skills/docs), Apache-2.0 (code)", + "skills": 12 + }, + "google/skills": { + "repo": "https://github.com/google/skills", + "commit": "b15f327", + "license": "Apache-2.0", + "skills": 12 + }, + "phuryn/pm-skills": { + "repo": "https://github.com/phuryn/pm-skills", + "commit": "18468a9", + "license": "MIT", + "skills": 9 + }, + "alirezarezvani/claude-skills": { + "repo": "https://github.com/alirezarezvani/claude-skills", + "commit": "0241f43", + "license": "MIT", + "skills": 7 + }, + "brycewang-stanford/Auto-Empirical-Research-Skills": { + "repo": "https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills", + "commit": "85bf545", + "license": "CC-BY-4.0", + "skills": 6 + }, + "huangjia2019/claude-code-engineering": { + "repo": "https://github.com/huangjia2019/claude-code-engineering", + "commit": "5ed066a", + "license": "no explicit license \u2014 referenced by link only", + "skills": 1 + }, + "a5c-ai/babysitter": { + "repo": "https://github.com/a5c-ai/babysitter", + "commit": "44a5d58b", + "license": "MIT", + "skills": 4 + }, + "ahacker-1/cre-agent-skills": { + "repo": "https://github.com/ahacker-1/cre-agent-skills", + "commit": "618734e", + "license": "Apache-2.0", + "skills": 1 + }, + "davepoon/buildwithclaude": { + "repo": "https://github.com/davepoon/buildwithclaude", + "commit": "3c94e0c", + "license": "MIT", + "skills": 1 + }, + "mukul975/Anthropic-Cybersecurity-Skills": { + "repo": "https://github.com/mukul975/Anthropic-Cybersecurity-Skills", + "commit": "673da1f", + "license": "Apache-2.0", + "skills": 2 + }, + "davila7/claude-code-templates": { + "repo": "https://github.com/davila7/claude-code-templates", + "commit": "fa79251", + "license": "MIT", + "skills": 4 + }, + "nexscope-ai/eCommerce-Skills": { + "repo": "https://github.com/nexscope-ai/eCommerce-Skills", + "commit": "56f3288", + "license": "MIT", + "skills": 3 + }, + "ognjengt/founder-skills": { + "repo": "https://github.com/ognjengt/founder-skills", + "commit": "a45931c", + "license": "MIT", + "skills": 1 + }, + "sanjay3290/ai-skills": { + "repo": "https://github.com/sanjay3290/ai-skills", + "commit": "3619692", + "license": "Apache-2.0", + "skills": 1 + }, + "FlorianBruniaux/claude-code-ultimate-guide": { + "repo": "https://github.com/FlorianBruniaux/claude-code-ultimate-guide", + "commit": "5395214", + "license": "custom (see upstream LICENSE)", + "skills": 1 + }, + "K-Dense-AI/claude-scientific-skills": { + "repo": "https://github.com/K-Dense-AI/claude-scientific-skills", + "commit": "4d97e29", + "license": "MIT", + "skills": 1 + }, + "foryourhealth111-pixel/Vibe-Skills": { + "repo": "https://github.com/foryourhealth111-pixel/Vibe-Skills", + "commit": "34429a8", + "license": "Apache-2.0", + "skills": 1 + }, + "K-Dense-AI/scientific-agent-skills": { + "repo": "https://github.com/K-Dense-AI/scientific-agent-skills", + "commit": "4d97e29", + "license": "MIT", + "skills": 1 + }, + "jeremylongshore/claude-code-plugins-plus-skills": { + "repo": "https://github.com/jeremylongshore/claude-code-plugins-plus-skills", + "commit": "e112938a", + "license": "MIT", + "skills": 2 + } + }, + "total_skills": 80, + "tiers": { + "core": 61, + "adjacent": 19 + } + }, + "provenance": { + "items": { + "esco": 48, + "onet": 245, + "jobads": 96, + "wiki_ai": 0, + "anthropic": 6, + "ai_skills": 137, + "stackx": 0 + }, + "share_percent": { + "esco": 9.0, + "onet": 46.1, + "jobads": 18.0, + "wiki_ai": 0.0, + "anthropic": 1.1, + "ai_skills": 25.8, + "stackx": 0.0 + }, + "method": "content items per source category" + }, + "collar": "white", + "computer_work": true +} \ No newline at end of file diff --git a/references/ai-skills.md b/references/ai-skills.md new file mode 100644 index 0000000..e381f2c --- /dev/null +++ b/references/ai-skills.md @@ -0,0 +1,266 @@ +# External AI agent skills — financial-analyst + +Proven, publicly available AI agent skills mapped to this occupation. +Nothing is copied from the sources: every entry is a name, a one-line +summary and a link to the upstream skill package. Each section names +its source repository, commit, license and retrieval date. + +**Tiers:** `core` = the skill directly exercises a top market hard +skill, tool or method (from gated job-ad evidence) or an essential +ESCO competence of this occupation; `adjacent` = +plausibly useful, secondary. Entries are capped at 12 per source +and 80 in total per occupation (core first, +strongest matches survive); everything beyond the caps is excluded +and logged in the pipeline audit trail, not in this package. + +_Matched deterministically (ISCO group + title/competence keywords, +tiered against market evidence + ESCO essentials) by +`pipeline/p5_enrich_ai_skills.py` on 2026-07-14._ + +## Source: anthropics/skills + +- Repository: [https://github.com/anthropics/skills](https://github.com/anthropics/skills) (commit `f6656c1`, retrieved 2026-07-14) +- License: Apache-2.0; the document skills (docx/pdf/pptx/xlsx) are source-available — see the LICENSE.txt in the upstream skill folder + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `docx` | adjacent | Use this skill whenever the user wants to create, read, edit, or manipulate Word documents (.docx files) or Word templates (.dotx files). Triggers include: any mention of 'Word doc', 'word document', '.docx', '.dotx', or requests to … | [source](https://github.com/anthropics/skills/tree/main/skills/docx) | +| `pdf` | adjacent | Use this skill whenever the user wants to do anything with PDF files. This includes reading or extracting text/tables from PDFs, combining or merging multiple PDFs into one, splitting PDFs apart, rotating pages, adding watermarks, creating … | [source](https://github.com/anthropics/skills/tree/main/skills/pdf) | +| `xlsx` | adjacent | Use this skill any time a spreadsheet file is the primary input or output. This means any task where the user wants to: open, read, edit, or fix an existing .xlsx, .xlsm, .xltx, .csv, or .tsv file (e.g., adding columns, computing formulas, … | [source](https://github.com/anthropics/skills/tree/main/skills/xlsx) | + +## Source: wshobson/agents + +- Repository: [https://github.com/wshobson/agents](https://github.com/wshobson/agents) (commit `6fd3247`, retrieved 2026-07-14) +- License: MIT (c) Seth Hobson + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `startup-financial-modeling` | core | Build comprehensive 3-5 year financial models with revenue projections, cost structures, cash flow analysis, and scenario planning for early-stage startups. Use this skill when creating financial projections, calculating burn rate or … | [source](https://github.com/wshobson/agents/tree/main/plugins/startup-business-analyst/skills/startup-financial-modeling) | +| `team-composition-analysis` | core | Design optimal team structures, hiring plans, compensation strategies, and equity allocation for early-stage startups from pre-seed through Series A. Use this skill when planning headcount, determining which roles to hire next, setting … | [source](https://github.com/wshobson/agents/tree/main/plugins/startup-business-analyst/skills/team-composition-analysis) | +| `market-sizing-analysis` | core | Calculate TAM/SAM/SOM for market opportunities using top-down, bottom-up, and value theory methodologies. Use this skill when sizing markets, estimating addressable revenue, validating market opportunity for a new venture, or building … | [source](https://github.com/wshobson/agents/tree/main/plugins/startup-business-analyst/skills/market-sizing-analysis) | +| `startup-metrics-framework` | core | Track, calculate, and optimize key performance metrics for SaaS, marketplace, consumer, and B2B startups from seed through Series A, including unit economics, growth efficiency, and cash management. Use this skill when defining a metrics … | [source](https://github.com/wshobson/agents/tree/main/plugins/startup-business-analyst/skills/startup-metrics-framework) | +| `data-storytelling` | core | Transform data into compelling narratives using visualization, context, and persuasive structure. Use when presenting analytics to stakeholders, creating data reports, or building executive presentations. | [source](https://github.com/wshobson/agents/tree/main/plugins/business-analytics/skills/data-storytelling) | +| `competitive-landscape` | adjacent | Analyze competition, identify differentiation opportunities, and develop winning market positioning strategies using Porter's Five Forces, Blue Ocean Strategy, and positioning maps. Use this skill when evaluating competitors, assessing … | [source](https://github.com/wshobson/agents/tree/main/plugins/startup-business-analyst/skills/competitive-landscape) | +| `kpi-dashboard-design` | adjacent | Design effective KPI dashboards with metrics selection, visualization best practices, and real-time monitoring patterns. Use this skill when building an executive SaaS metrics dashboard tracking MRR, churn, and LTV/CAC ratios; designing an … | [source](https://github.com/wshobson/agents/tree/main/plugins/business-analytics/skills/kpi-dashboard-design) | + +## Source: a5c-ai/babysitter + +- Repository: [https://github.com/a5c-ai/babysitter](https://github.com/a5c-ai/babysitter) (commit `44a5d58b`, retrieved 2026-07-14) +- License: MIT + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `throughput-accountant` | core | TOC financial metrics skill for throughput, inventory, and operating expense analysis with decision support | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/operations/skills/throughput-accountant) | +| `budget-forecasting-engine` | core | Driver-based budgeting and forecasting skill with rolling forecast support and variance analysis | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/budget-forecasting-engine) | +| `cash-flow-forecaster` | core | Daily, weekly, and monthly cash forecasting skill with scenario analysis and liquidity stress testing | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/cash-flow-forecaster) | +| `economic-indicator-tracker` | core | Macroeconomic indicator monitoring and analysis skill with trend identification and forecasting | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/economic-indicator-tracker) | + +## Source: ahacker-1/cre-agent-skills + +- Repository: [https://github.com/ahacker-1/cre-agent-skills](https://github.com/ahacker-1/cre-agent-skills) (commit `618734e`, retrieved 2026-07-14) +- License: Apache-2.0 + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `cre-asset-management` | core | CRE Asset Management analysis suite — 9 specialist skills for post-acquisition multifamily operations including annual budgeting, monthly variance analysis, rent collection, renewal decisions, lease-up tracking, capex execution, NOI … | [source](https://github.com/ahacker-1/cre-agent-skills/tree/618734e/claude-code-plugins/cre-asset-management) | + +## Source: alirezarezvani/claude-skills + +- Repository: [https://github.com/alirezarezvani/claude-skills](https://github.com/alirezarezvani/claude-skills) (commit `0241f43`, retrieved 2026-07-14) +- License: MIT + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `financial-analyst` | core | Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making. Use when analyzing financial statements, building valuation models, assessing budget variances, or … | [source](https://github.com/alirezarezvani/claude-skills/tree/0241f43/finance/skills/financial-analyst) | +| `finance-skills` | core | Router/index for the 2 finance skills bundled in this plugin: financial-analyst (ratio analysis, DCF valuation, budget variance, rolling forecasts) and saas-metrics-coach (ARR/MRR, churn, CAC/LTV, NRR, quick ratio). Use when a finance … | [source](https://github.com/alirezarezvani/claude-skills/tree/0241f43/finance/skills/finance-skills) | +| `senior-pm` | core | Senior Project Manager for enterprise software, SaaS, and digital transformation projects. Specializes in portfolio management, quantitative risk analysis, resource optimization, stakeholder alignment, and executive reporting. Uses … | [source](https://github.com/alirezarezvani/claude-skills/tree/0241f43/project-management/skills/senior-pm) | +| `capa-officer` | core | CAPA system management for medical device QMS. Covers root cause analysis, corrective action planning, effectiveness verification, and CAPA metrics. Use when running CAPA investigations, 5-Why analysis, fishbone diagrams, root cause … | [source](https://github.com/alirezarezvani/claude-skills/tree/0241f43/ra-qm-team/skills/capa-officer) | +| `pm-skills` | core | Use when coordinating project-delivery work across the 8 project-management sub-skills — sprint/velocity analytics, portfolio health, Jira/JQL, Confluence, Atlassian admin, templates, meeting analysis, team comms. Triggers on 'our sprints … | [source](https://github.com/alirezarezvani/claude-skills/tree/0241f43/project-management/skills/pm-skills) | +| `risk-management-specialist` | core | Medical device risk management specialist implementing ISO 14971 throughout product lifecycle. Provides risk analysis, risk evaluation, risk control, and post-production information analysis. Use when user mentions risk management, ISO … | [source](https://github.com/alirezarezvani/claude-skills/tree/0241f43/ra-qm-team/skills/risk-management-specialist) | +| `tech-stack-evaluator` | core | Technology stack evaluation and comparison with TCO analysis, security assessment, and ecosystem health scoring. Use when comparing frameworks, evaluating technology stacks, calculating total cost of ownership, assessing migration paths, … | [source](https://github.com/alirezarezvani/claude-skills/tree/0241f43/engineering-team/skills/tech-stack-evaluator) | + +## Source: brycewang-stanford/Auto-Empirical-Research-Skills + +- Repository: [https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills](https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills) (commit `85bf545`, retrieved 2026-07-14) +- License: CC-BY-4.0 + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `cost-benefit` | core | Cost-benefit analysis. Produces economic NPV and financial NPV side by side, with BCR, optimism bias (with mitigation), Marginal Excess Tax Burden, real-terms rebasing, WELLBY / QALY / VPF wellbeing valuation, sensitivity, switching … | [source](https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills/tree/85bf545/skills/58-charlescoverdale-econstack/cost-benefit) | +| `education-data-source-fsa` | core | FSA — Title IV aid at institution level (~5,500 institutions, 1999-2021). Pell Grants, Direct/PLUS loans, campus-based aid, financial responsibility scores, 90/10 metrics. Use for aid distribution, loan volume, or for-profit analysis. By … | [source](https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills/tree/85bf545/skills/17-DAAF-Contribution-Community-daaf/dot-claude/skills/education-data-source-fsa) | +| `python-econ-computing` | core | Use when writing Python code for DSGE models, HANK models, numerical economic computation, causal inference, or quantitative economic data analysis | [source](https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills/tree/85bf545/skills/20-wenddymacro-python-econ-skill) | +| `Full-empirical-analysis-skill` | core | Classical end-to-end empirical analysis workflow in the traditional Python econometric stack — pandas + numpy + scipy + statsmodels + linearmodels + pyfixest + rdrobust + econml + causalml + matplotlib/seaborn. **Defaults to economics … | [source](https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills/tree/85bf545/plugins/empirical-analysis-python/skills/pipeline) | +| `law-skills` | core | 9 legal research skills. Trigger: legal research, case law analysis, regulatory compliance. Design: legal databases, citation networks, and judicial analytics tools. | [source](https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills/tree/85bf545/skills/43-wentorai-research-plugins/skills/domains/law) | +| `stata-accounting-guide` | core | STATA code for empirical accounting and financial economics research | [source](https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills/tree/85bf545/skills/43-wentorai-research-plugins/skills/analysis/econometrics/stata-accounting-guide) | + +## Source: davepoon/buildwithclaude + +- Repository: [https://github.com/davepoon/buildwithclaude](https://github.com/davepoon/buildwithclaude) (commit `3c94e0c`, retrieved 2026-07-14) +- License: MIT + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `financial-model` | core | Run deterministic financial models for startup valuation and SaaS health analysis. Triggered by: "/venture-capital-intelligence:financial-model", "run a financial model on X", "DCF this company", "model the financials", "calculate runway", … | [source](https://github.com/davepoon/buildwithclaude/tree/3c94e0c/plugins/venture-capital-intelligence/skills/financial-model) | + +## Source: davila7/claude-code-templates + +- Repository: [https://github.com/davila7/claude-code-templates](https://github.com/davila7/claude-code-templates) (commit `fa79251`, retrieved 2026-07-14) +- License: MIT + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `data-scientist` | core | Expert data scientist for advanced analytics, machine learning, and statistical modeling. Handles complex data analysis, predictive modeling, and business intelligence. | [source](https://github.com/davila7/claude-code-templates/tree/fa79251/cli-tool/components/skills/ai-research/data-scientist) | +| `risk-management-specialist` | core | Senior Risk Management specialist for medical device companies implementing ISO 14971 risk management throughout product lifecycle. Provides risk analysis, risk evaluation, risk control, and post-production information analysis. Use for … | [source](https://github.com/davila7/claude-code-templates/tree/fa79251/cli-tool/components/skills/enterprise-communication/risk-management-specialist) | +| `postgresql-optimization` | core | PostgreSQL database optimization workflow for query tuning, indexing strategies, performance analysis, and production database management. | [source](https://github.com/davila7/claude-code-templates/tree/fa79251/cli-tool/components/skills/database/postgresql-optimization) | +| `Excel Analysis` | core | Analyze Excel spreadsheets, create pivot tables, generate charts, and perform data analysis. Use when analyzing Excel files, spreadsheets, tabular data, or .xlsx files. | [source](https://github.com/davila7/claude-code-templates/tree/fa79251/cli-tool/components/skills/enterprise-communication/excel-analysis) | + +## Source: FlorianBruniaux/claude-code-ultimate-guide + +- Repository: [https://github.com/FlorianBruniaux/claude-code-ultimate-guide](https://github.com/FlorianBruniaux/claude-code-ultimate-guide) (commit `5395214`, retrieved 2026-07-14) +- License: custom (see upstream LICENSE) + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `plan-pipeline-start` | core | 5-phase planning: PRD analysis, design review, technical decisions, dynamic research team, metrics. Produces a complete implementation plan + ADRs before any code is written. | [source](https://github.com/FlorianBruniaux/claude-code-ultimate-guide/tree/5395214/examples/skills/plan-pipeline/start) | + +## Source: foryourhealth111-pixel/Vibe-Skills + +- Repository: [https://github.com/foryourhealth111-pixel/Vibe-Skills](https://github.com/foryourhealth111-pixel/Vibe-Skills) (commit `34429a8`, retrieved 2026-07-14) +- License: Apache-2.0 + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `scholar-evaluation` | core | Systematically evaluate scholarly work using the ScholarEval framework, providing structured assessment across research quality dimensions including problem formulation, methodology, analysis, and writing with quantitative scoring and … | [source](https://github.com/foryourhealth111-pixel/Vibe-Skills/tree/34429a8/bundled/skills/scholar-evaluation) | + +## Source: huangjia2019/claude-code-engineering + +- Repository: [https://github.com/huangjia2019/claude-code-engineering](https://github.com/huangjia2019/claude-code-engineering) (commit `5ed066a`, retrieved 2026-07-14) +- License: no explicit license — referenced by link only + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `financial-analyzing` | core | Analyze financial data, calculate financial ratios, and generate analysis reports. Use when the user asks about revenue, costs, profits, margins, ROI, financial metrics, or needs financial analysis of a company or project. | [source](https://github.com/huangjia2019/claude-code-engineering/tree/5ed066a/04-Skills/projects/03-financial-skill) | + +## Source: jeremylongshore/claude-code-plugins-plus-skills + +- Repository: [https://github.com/jeremylongshore/claude-code-plugins-plus-skills](https://github.com/jeremylongshore/claude-code-plugins-plus-skills) (commit `e112938a`, retrieved 2026-07-14) +- License: MIT + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `snowflake-cost-tuning` | core | Optimize Snowflake costs with resource monitors, warehouse auto-suspend, right-sizing, and credit consumption analysis. Use when analyzing Snowflake billing, reducing credit consumption, or implementing cost controls and budget alerts. … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/snowflake-pack/skills/snowflake-cost-tuning) | +| `excel-variance-analyzer` | core | Analyze budget vs actual variances in Excel with drill-down and root cause analysis. Use when performing variance analysis or explaining budget differences. Trigger with phrases like ''excel variance'', ''analyze budget variance'', … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/business-tools/excel-analyst-pro/skills/excel-variance-analyzer) | + +## Source: K-Dense-AI/claude-scientific-skills + +- Repository: [https://github.com/K-Dense-AI/claude-scientific-skills](https://github.com/K-Dense-AI/claude-scientific-skills) (commit `4d97e29`, retrieved 2026-07-14) +- License: MIT + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `scholar-evaluation` | core | Systematically evaluate scholarly work using the ScholarEval framework, providing structured assessment across research quality dimensions including problem formulation, methodology, analysis, and writing with quantitative scoring and … | [source](https://github.com/K-Dense-AI/claude-scientific-skills/tree/4d97e29/skills/scholar-evaluation) | + +## Source: K-Dense-AI/scientific-agent-skills + +- Repository: [https://github.com/K-Dense-AI/scientific-agent-skills](https://github.com/K-Dense-AI/scientific-agent-skills) (commit `4d97e29`, retrieved 2026-07-14) +- License: MIT + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `scholar-evaluation` | core | Systematically evaluate scholarly work using the ScholarEval framework, providing structured assessment across research quality dimensions including problem formulation, methodology, analysis, and writing with quantitative scoring and … | [source](https://github.com/K-Dense-AI/scientific-agent-skills/tree/4d97e29/skills/scholar-evaluation) | + +## Source: mukul975/Anthropic-Cybersecurity-Skills + +- Repository: [https://github.com/mukul975/Anthropic-Cybersecurity-Skills](https://github.com/mukul975/Anthropic-Cybersecurity-Skills) (commit `673da1f`, retrieved 2026-07-14) +- License: Apache-2.0 + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `analyzing-macro-malware-in-office-documents` | core | Analyzes malicious VBA macros embedded in Microsoft Office documents (Word, Excel, PowerPoint) to identify download cradles, payload execution, persistence mechanisms, and anti-analysis techniques. Uses olevba, oledump, and VBA … | [source](https://github.com/mukul975/Anthropic-Cybersecurity-Skills/tree/673da1f/skills/analyzing-macro-malware-in-office-documents) | +| `detecting-insider-threat-with-ueba` | core | Implement User and Entity Behavior Analytics using Elasticsearch/OpenSearch to build behavioral baselines, calculate anomaly scores, perform peer group analysis, and detect insider threat indicators such as data exfiltration, privilege … | [source](https://github.com/mukul975/Anthropic-Cybersecurity-Skills/tree/673da1f/skills/detecting-insider-threat-with-ueba) | + +## Source: nexscope-ai/eCommerce-Skills + +- Repository: [https://github.com/nexscope-ai/eCommerce-Skills](https://github.com/nexscope-ai/eCommerce-Skills) (commit `56f3288`, retrieved 2026-07-14) +- License: MIT + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `supply-chain-optimization-tiktok` | core | Supply Chain Bottleneck Analyzer for TikTok Shop sellers. Diagnose cash flow, inventory turnover, affiliate commissions, and return rates. Includes FBT cost analysis, influencer payout optimization, and viral product lifecycle management. … | [source](https://github.com/nexscope-ai/eCommerce-Skills/tree/56f3288/supply-chain-optimization/supply-chain-optimization-tiktok) | +| `etsy-advertising` | core | Etsy Ads strategy — budget allocation, bid management, promoted listings, offsite ads opt-out analysis | [source](https://github.com/nexscope-ai/eCommerce-Skills/tree/56f3288/etsy-advertising) | +| `supply-chain-optimization-shopify` | core | Supply Chain Bottleneck Analyzer for Shopify/DTC stores. Diagnose cash flow, inventory, shipping costs, and customer acquisition efficiency. Includes CAC/LTV analysis, 3PL cost optimization, and ad spend benchmarks. No API key required for … | [source](https://github.com/nexscope-ai/eCommerce-Skills/tree/56f3288/supply-chain-optimization/supply-chain-optimization-shopify) | + +## Source: ognjengt/founder-skills + +- Repository: [https://github.com/ognjengt/founder-skills](https://github.com/ognjengt/founder-skills) (commit `a45931c`, retrieved 2026-07-14) +- License: MIT + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `competitor-intel` | core | Analyzes competitors using web research to provide verified business metrics, actionable leverage strategies, and predicted next moves. Use when user needs competitive intelligence, competitor analysis, market positioning insights, or … | [source](https://github.com/ognjengt/founder-skills/tree/a45931c/skills/competitor-intel) | + +## Source: sanjay3290/ai-skills + +- Repository: [https://github.com/sanjay3290/ai-skills](https://github.com/sanjay3290/ai-skills) (commit `3619692`, retrieved 2026-07-14) +- License: Apache-2.0 + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `mssql` | core | Execute read-only SQL queries against multiple Microsoft SQL Server databases. Use when: (1) querying MSSQL/SQL Server databases, (2) exploring database schemas/tables, (3) running SELECT queries for data analysis, (4) checking database … | [source](https://github.com/sanjay3290/ai-skills/tree/3619692/skills/mssql) | + +## Source: google/skills + +- Repository: [https://github.com/google/skills](https://github.com/google/skills) (commit `b15f327`, retrieved 2026-07-14) +- License: Apache-2.0 + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `bigquery-basics` | core | Manages datasets, tables, and jobs in BigQuery. Use when you need to interact with BigQuery, run SQL queries, manage BigQuery resources (datasets, tables, views), or perform basic data ingestion and analysis. | [source](https://github.com/google/skills/tree/b15f327/skills/cloud/bigquery-basics) | +| `datalineage-bigquery-asset-impact-analysis` | core | Analyzes the downstream impact (blast radius) when a BigQuery table or view is broken, stale, or modified. Identifies all downstream tables, dashboards, and processes that will be affected. Use when: - Performing a blast radius or impact … | [source](https://github.com/google/skills/tree/b15f327/skills/cloud/datalineage-bigquery-asset-impact-analysis) | +| `bigquery-ai-ml` | core | Leverages BigQuery's built-in machine learning and GenAI capabilities for advanced data analytics. Use when you need to write SQL queries that perform time-series forecasting, detect outliers, find key drivers, or leverage generative AI … | [source](https://github.com/google/skills/tree/b15f327/skills/cloud/bigquery-ai-ml) | +| `google-analytics-admin-api-basics` | core | Manages Google Analytics account and property settings, enables the Analytics Admin API via the Cloud CLI, lists accounts and properties, and manages data streams, custom dimensions, conversion events, and integrations. Use when you need … | [source](https://github.com/google/skills/tree/b15f327/skills/analytics/google-analytics-admin-api-basics) | +| `google-analytics-data-api-basics` | core | Manages Google Analytics reporting data, enables the Analytics Data API via the Cloud CLI, and creates reports using the Google Analytics Data API (v1beta). Use when you need to interact with Google Analytics properties, run customized … | [source](https://github.com/google/skills/tree/b15f327/skills/analytics/google-analytics-data-api-basics) | +| `bigtable-basics` | core | Assists in provisioning instances/tables, designing performant schemas, and querying data in Bigtable. Use when designing Bigtable row keys, configuring column families, writing SQL queries or client library code (Java, Go, Python) for … | [source](https://github.com/google/skills/tree/b15f327/skills/cloud/bigtable-basics) | +| `cloud-sql-basics` | core | This file generates or explains Cloud SQL resources. Use this file when the user asks to create a Cloud SQL instance or database for MySQL, PostgreSQL, or SQL Server. Cloud SQL manages third-party MySQL, PostgreSQL, and SQL Server … | [source](https://github.com/google/skills/tree/b15f327/skills/cloud/cloud-sql-basics) | +| `google-cloud-networking-observability` | adjacent | Investigates Google Cloud networking issues by analyzing logs, metrics, and diagnostics. Use when investigating VPC Flow Logs (including cost estimation), NAT, firewall, or threat logs, querying latency and throughput metrics, or running … | [source](https://github.com/google/skills/tree/b15f327/skills/cloud/google-cloud-networking-observability) | +| `agent-platform-eval-flywheel` | adjacent | Measures and improves the quality of AI models and agents on Google Cloud using the Eval Quality Flywheel methodology. Use when evaluating an agent or model, building an eval dataset, picking or writing evaluation metrics, analyzing … | [source](https://github.com/google/skills/tree/b15f327/skills/cloud/agent-platform-eval-flywheel) | +| `alloydb-basics` | adjacent | Manages clusters, instances, and backups for AlloyDB for PostgreSQL, and integrates with AlloyDB model context protocol (MCP) tools for automated database operations. | [source](https://github.com/google/skills/tree/b15f327/skills/cloud/alloydb-basics) | +| `agent-platform-alert-configuration` | adjacent | Configures best-practice alerting policies for Google Cloud Vertex AI / Agent Platform agents on Agent Runtime. Use when analyzing, writing, or deploying alerting policies to monitor agent latency, error rates, and quality metrics … | [source](https://github.com/google/skills/tree/b15f327/skills/cloud/agent-platform-alert-configuration) | +| `gke-observability` | adjacent | Configures GKE observability, including Cloud Logging, Cloud Monitoring, and managed Prometheus. Use when configuring GKE monitoring, setting up GKE logging, or configuring Prometheus metrics collection. Don't use to configure local … | [source](https://github.com/google/skills/tree/b15f327/skills/cloud/gke-observability) | + +## Source: NVIDIA/skills + +- Repository: [https://github.com/NVIDIA/skills](https://github.com/NVIDIA/skills) (commit `153b14b`, retrieved 2026-07-14) +- License: CC-BY-4.0 (skills/docs), Apache-2.0 (code) + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `vss-generate-video-report` | core | Use this skill when producing a VSS analysis report — Mode A per-clip VLM, Mode B incident-range via video-analytics. Not for standalone video summarization, real-time alerts or ad-hoc Q&A. | [source](https://github.com/NVIDIA/skills/tree/153b14b/skills/vss-generate-video-report) | +| `deepstream-dev` | core | NVIDIA DeepStream SDK 9.0 development with Python pyservicemaker API. Use when building video analytics pipelines, GStreamer-based video processing, TensorRT inference integration, object detection/tracking, or Kafka/message broker … | [source](https://github.com/NVIDIA/skills/tree/153b14b/skills/deepstream-dev) | +| `vss-generate-video-calibration` | core | Use to run AutoMagicCalib on local MP4s, RTSP, or the bundled sample dataset, and to deploy vss-auto-calibration when needed. Do not use for non-AMC calibration or runtime analytics. | [source](https://github.com/NVIDIA/skills/tree/153b14b/skills/vss-generate-video-calibration) | +| `vss-manage-alerts` | core | Use for VSS alert workflows — real-time monitoring, Alert-Bridge subscriptions, Slack notifications, incident queries, camera onboarding. Not for non-alert analytics. | [source](https://github.com/NVIDIA/skills/tree/153b14b/skills/vss-manage-alerts) | +| `vss-query-analytics` | core | Use this skill when reading video-analytics metrics, incidents, alerts, and sensor data via the VA-MCP server (port 9901). Not for live VLM or incident-range narrative reports. | [source](https://github.com/NVIDIA/skills/tree/153b14b/skills/vss-query-analytics) | +| `vss-setup-behavior-analytics` | core | Use to deploy the vss-behavior-analytics service standalone (entrypoint, config-source, optional calibration). Not for the full warehouse deploy. | [source](https://github.com/NVIDIA/skills/tree/153b14b/skills/vss-setup-behavior-analytics) | +| `vss-setup-video-analytics-api` | core | Use to deploy the vss-video-analytics-api REST service standalone (config-source, data-log bind, Elasticsearch, optional Kafka). Not for full warehouse deploy. | [source](https://github.com/NVIDIA/skills/tree/153b14b/skills/vss-setup-video-analytics-api) | +| `nv-reason-cxr` | adjacent | Used for command-shape or live NV-Reason-CXR chest X-ray reasoning smoke tests. Not for diagnosis or clinical reporting. | [source](https://github.com/NVIDIA/skills/tree/153b14b/skills/nv-reason-cxr) | +| `nemo-evaluator-plugin` | adjacent | Use when working on the Evaluator plugin CLI, jobs, SDK-backed specs, metric types, or plugin-owned Evaluator skills. | [source](https://github.com/NVIDIA/skills/tree/153b14b/skills/nemo-evaluator-plugin) | +| `tao-train-depth-anything-v2` | adjacent | Monocular depth estimation using Metric Depth Anything v2 or Relative Depth Anything architectures. Predicts per-pixel depth from single RGB images. Use when training, evaluating, exporting, or running inference for a TAO monocular depth … | [source](https://github.com/NVIDIA/skills/tree/153b14b/skills/tao-train-depth-anything-v2) | +| `tao-train-metric-learning-recognition` | adjacent | Metric-learning recognition (ml-recog) for fine-grained visual recognition. Learns embeddings for retrieval-based matching (e.g., retail product recognition) using triplet / contrastive losses. Use when training, evaluating, exporting, or … | [source](https://github.com/NVIDIA/skills/tree/153b14b/skills/tao-train-metric-learning-recognition) | +| `tao-train-reid` | adjacent | Person re-identification (ReID). Learns discriminative embeddings to match the same person across different camera views, based on metric learning. Use when training, evaluating, exporting, or running inference for a TAO person … | [source](https://github.com/NVIDIA/skills/tree/153b14b/skills/tao-train-reid) | + +## Source: phuryn/pm-skills + +- Repository: [https://github.com/phuryn/pm-skills](https://github.com/phuryn/pm-skills) (commit `18468a9`, retrieved 2026-07-14) +- License: MIT + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `cohort-analysis` | core | Perform cohort analysis on user engagement data — retention curves, feature adoption trends, and segment-level insights. Use when analyzing user retention by cohort, studying feature adoption over time, investigating churn patterns, or … | [source](https://github.com/phuryn/pm-skills/tree/18468a9/pm-data-analytics/skills/cohort-analysis) | +| `ab-test-analysis` | core | Analyze A/B test results with statistical significance, sample size validation, confidence intervals, and ship/extend/stop recommendations. Use when evaluating experiment results, checking if a test reached significance, interpreting split … | [source](https://github.com/phuryn/pm-skills/tree/18468a9/pm-data-analytics/skills/ab-test-analysis) | +| `dummy-dataset` | core | Generate realistic dummy datasets for testing with customizable columns, constraints, and output formats (CSV, JSON, SQL, Python script). Use when creating test data, building mock datasets, or generating sample data for development and … | [source](https://github.com/phuryn/pm-skills/tree/18468a9/pm-execution/skills/dummy-dataset) | +| `metrics-dashboard` | core | Define and design a product metrics dashboard with key metrics, data sources, visualization types, and alert thresholds. Use when creating a metrics dashboard, defining KPIs, setting up product analytics, or building a data monitoring plan. | [source](https://github.com/phuryn/pm-skills/tree/18468a9/pm-product-discovery/skills/metrics-dashboard) | +| `sql-queries` | core | Generate SQL queries from natural language descriptions. Supports BigQuery, PostgreSQL, MySQL, and other dialects. Reads database schemas from uploaded diagrams or documentation. Use when writing SQL, building data reports, exploring … | [source](https://github.com/phuryn/pm-skills/tree/18468a9/pm-data-analytics/skills/sql-queries) | +| `lean-canvas` | adjacent | Generate a Lean Canvas with problem, solution, metrics, cost structure, UVP, unfair advantage, channels, segments, and revenue. Use when exploring a lean startup canvas, testing a business hypothesis, or modeling a new venture. | [source](https://github.com/phuryn/pm-skills/tree/18468a9/pm-product-strategy/skills/lean-canvas) | +| `north-star-metric` | adjacent | Define a North Star Metric and 3-5 supporting input metrics that form a metrics constellation. Classify the business game (Attention, Transaction, Productivity) and validate against 7 criteria for an effective North Star. Use when choosing … | [source](https://github.com/phuryn/pm-skills/tree/18468a9/pm-marketing-growth/skills/north-star-metric) | +| `gtm-strategy` | adjacent | Create a go-to-market strategy covering marketing channels, messaging, success metrics, and launch timeline. Use when planning a product launch, creating a GTM plan from scratch, or defining a launch strategy for a new market. | [source](https://github.com/phuryn/pm-skills/tree/18468a9/pm-go-to-market/skills/gtm-strategy) | +| `product-strategy` | adjacent | Create a comprehensive product strategy using the 9-section Product Strategy Canvas — vision, segments, costs, value propositions, trade-offs, metrics, growth, capabilities, and defensibility. Use when building a product strategy, creating … | [source](https://github.com/phuryn/pm-skills/tree/18468a9/pm-product-strategy/skills/product-strategy) | diff --git a/references/market.md b/references/market.md new file mode 100644 index 0000000..e09757c --- /dev/null +++ b/references/market.md @@ -0,0 +1,142 @@ +# Market evidence report — financial-analyst + +Source: **40 real job ads** (JSearch API, countries: us 40), extracted into the MSSQL evidence store; as of 2026-07-11. +This report contains extracted, aggregated facts only — no ad text is +reproduced (copyright / platform terms). + +## Seniority distribution + +| Seniority | Ads | Share | +|---|---|---| +| mid | 21 | 52 % | +| senior | 12 | 30 % | +| junior | 5 | 12 % | +| lead | 2 | 5 % | + +## Tools — full market ranking + +| # | Item | Ads | Share | +|---|---|---|---| +| 1 | Microsoft Excel | 24 | 60 % | +| 2 | Microsoft PowerPoint | 10 | 25 % | +| 3 | Microsoft Word | 8 | 20 % | +| 4 | Tableau | 6 | 15 % | +| 5 | Microsoft Outlook | 5 | 12 % | +| 6 | SAP | 5 | 12 % | +| 7 | SQL | 5 | 12 % | +| 8 | Navy ERP | 4 | 10 % | +| 9 | Oracle | 4 | 10 % | +| 10 | Power BI | 4 | 10 % | +| 11 | Microsoft Access | 3 | 8 % | +| 12 | Python | 3 | 8 % | + +## Hard skills — full market ranking + +| # | Item | Ads | Share | +|---|---|---|---| +| 1 | financial analysis | 20 | 50 % | +| 2 | forecasting | 15 | 38 % | +| 3 | data analysis | 12 | 30 % | +| 4 | budgeting | 11 | 28 % | +| 5 | financial modeling | 11 | 28 % | +| 6 | financial reporting | 9 | 22 % | +| 7 | variance analysis | 8 | 20 % | +| 8 | strategic planning | 4 | 10 % | +| 9 | budget development | 3 | 8 % | +| 10 | economic analysis | 3 | 8 % | +| 11 | financial planning | 3 | 8 % | +| 12 | program evaluation | 3 | 8 % | +| 13 | quantitative analysis | 3 | 8 % | +| 14 | risk assessment | 3 | 8 % | + +## Methods — full market ranking + +| # | Item | Ads | Share | +|---|---|---|---| +| 1 | Planning, Programming, Budgeting, and Execution (PPBE) | 3 | 8 % | + +## Responsibilities — full market ranking + +| # | Item | Ads | Share | +|---|---|---|---| +| 1 | financial data analysis | 4 | 10 % | +| 2 | financial reporting | 3 | 8 % | +| 3 | presentation development | 3 | 8 % | +| 4 | report preparation | 3 | 8 % | + +## Regional breakdown + +> **Corpus note:** 40 relevant ads in total — below the 100-ad target for a fully reliable ranking. Percentages above should be read as indicative. + +### US (us) + +40 ads. + +**Top hard skills:** + +- financial analysis — 50 % (20 ads) +- forecasting — 38 % (15 ads) +- data analysis — 30 % (12 ads) +- budgeting — 28 % (11 ads) +- financial modeling — 28 % (11 ads) +- financial reporting — 22 % (9 ads) +- variance analysis — 20 % (8 ads) +- strategic planning — 10 % (4 ads) +- budget development — 8 % (3 ads) +- economic analysis — 8 % (3 ads) + +**Top tools:** + +- Microsoft Excel — 60 % (24 ads) +- Microsoft PowerPoint — 25 % (10 ads) +- Microsoft Word — 20 % (8 ads) +- Tableau — 15 % (6 ads) +- Microsoft Outlook — 12 % (5 ads) +- SAP — 12 % (5 ads) +- SQL — 12 % (5 ads) +- Navy ERP — 10 % (4 ads) +- Oracle — 10 % (4 ads) +- Power BI — 10 % (4 ads) + +**Seniority:** mid 52 % · senior 30 % · junior 12 % · lead 5 % + +### UK (gb) + +**Insufficient evidence** — 0 ads (minimum for a regional ranking: 30). No ranking is reported for this region. + +### EU/DACH (de, at, ch, nl) + +**Insufficient evidence** — 0 ads (minimum for a regional ranking: 30). No ranking is reported for this region. + + +## Job title variants in the market + +| Title | Ads | +|---|---| +| Financial Analyst | 2 | +| Senior Financial Analyst | 2 | +| Sr Financial Analyst | 2 | +| Airline/Aviation Economic & Financial Analyst | 1 | +| Analyst, Financial | 1 | +| Cleared - Financial Analyst Jobs | 1 | +| Consultant, Controllership - Financial Analyst/Audit Remediation | 1 | +| Economic Analyst in Finance | 1 | +| Finance Analyst - MEC Transportation | 1 | +| Financial Analyst - Navy ERP | 1 | +| Financial Analyst - Navy ERP with Security Clearance | 1 | +| Financial Analyst (Secret 26-047) with Security Clearance | 1 | +| Financial Analyst (Secret Clearance Required) | 1 | +| Financial Analyst II, NACF | 1 | +| Financial Analyst III | 1 | +| Financial Analyst Jobs | 1 | +| Financial Analyst with USSOCOM experience (secret clearance needed) | 1 | +| Financial Analyst, FP&A | 1 | +| FP&A Analyst | 1 | +| Intermediate Financial Analyst | 1 | +| Junior Financial Analyst (TS/SCI Required) | 1 | +| Lead Analyst Defense Cost & Economic Analysis | 1 | +| Mid-Level Financial Analyst | 1 | +| PART-TIME Junior Economic Analyst (REMOTE ROLE) | 1 | +| Principal Financial Analyst | 1 | + +Methodology: entities extracted per ad ({hard_skills, tools, methods, responsibilities, seniority}), normalized, counted as DISTINCT ads per entity; report threshold ≥ 3 ads. Headline sections in skills.md/tools.md use the stricter ≥ 20 % threshold. diff --git a/references/profile.md b/references/profile.md new file mode 100644 index 0000000..3bb87e0 --- /dev/null +++ b/references/profile.md @@ -0,0 +1,32 @@ +# Occupation profile — financial analyst + +- **ESCO URI:** http://data.europa.eu/esco/occupation/8d586ee9-0ab1-4155-a3b0-2ca786c8e48c +- **ESCO code:** 2413.1 +- **ISCO-08 group:** 2413 — Financial analysts +- **O*NET-SOC:** 13-2054.00 — Financial Risk Specialists (match: closeMatch) + +## Description (ESCO) + +Financial analysts conduct economic research and elicit valuable analyses on financial matters such as profitability, liquidity, solvency, and asset management. They provide recommendations on financial matters for decision-making processes. Financial analysts work in both the public and the private sector. + +## Definition + +nan + +## Alternative labels + +- economic analyst +- credit analyst +- financial markets report writer +- financial markets analyst +- treasury analyst +- financial markets specialist +- banking analyst +- stock market analyst +- m&a analyst +- company analyst +- structured finance analyst +- financial markets researcher +- financial researcher +- capital markets analyst +- financial markets forecaster diff --git a/references/skills.md b/references/skills.md new file mode 100644 index 0000000..484a07a --- /dev/null +++ b/references/skills.md @@ -0,0 +1,74 @@ +# Competences — financial analyst + +Source: ESCO v1.2.1 occupation-skill relations (http://data.europa.eu/esco/occupation/8d586ee9-0ab1-4155-a3b0-2ca786c8e48c). + +## Essential + +- **accounting** (knowledge) +- **advise on financial matters** (skill/competence) +- **asset management** (knowledge) +- **business analytics** (knowledge) +- **business processes** (knowledge) +- **consider economic criteria in decision making** (skill/competence) +- **create a financial report** (skill/competence) +- **digital data processing** (nan) +- **economics** (knowledge) +- **empirical analysis** (knowledge) +- **financial management** (knowledge) +- **fundamental analysis** (knowledge) +- **interpret financial statements** (skill/competence) +- **investment banking** (knowledge) +- **macroeconomics** (knowledge) +- **microeconomics** (knowledge) +- **offer financial services** (skill/competence) +- **perform business analysis** (skill/competence) +- **perform business research** (skill/competence) +- **prepare financial projections** (skill/competence) +- **quantitative analysis** (knowledge) +- **statistics** (knowledge) +- **use business simulation tools** (skill/competence) + +## Optional + +- advise on tax planning (skill/competence) +- analyse financial performance of a company (skill/competence) +- analyse financial risk (skill/competence) +- assess financial viability (skill/competence) +- cost management (knowledge) +- create a financial plan (skill/competence) +- develop investment portfolio (skill/competence) +- develop transportation cost metrics (skill/competence) +- ensure compliance with disclosure criteria of accounting information (skill/competence) +- explain financial jargon (skill/competence) +- financial forecasting (knowledge) +- financial products (knowledge) +- game theory (knowledge) +- green bonds (knowledge) +- handle mergers and acquisitions (skill/competence) +- management consulting (knowledge) +- mergers and acquisitions (knowledge) +- monitor loan portfolio (skill/competence) +- monitor stock market (skill/competence) +- provide cost benefit analysis reports (skill/competence) +- public offering (knowledge) +- stock market (knowledge) +- sustainable finance (knowledge) +- treasury management system (knowledge) + + + +## Market evidence (job-ad analysis, 40 ads, as of 2026-07-11) + +Share of analyzed job ads mentioning the item (threshold ≥ 20 %). Source: JSearch/Adzuna APIs. + +### Hard skills + +- financial analysis — **50 %** +- forecasting — **38 %** +- data analysis — **30 %** +- budgeting — **28 %** +- financial modeling — **28 %** +- financial reporting — **22 %** +- variance analysis — **20 %** + + diff --git a/references/tasks.md b/references/tasks.md new file mode 100644 index 0000000..e816196 --- /dev/null +++ b/references/tasks.md @@ -0,0 +1,63 @@ +# Tasks & work activities — financial analyst + +Source: O*NET 30.3, occupation 13-2054.00 (Financial Risk Specialists). + +## Task statements + +- **[nan]** Analyze areas of potential risk to the assets, earning capacity, or success of organizations. +- **[nan]** Analyze new legislation to determine impact on risk exposure. +- **[nan]** Conduct statistical analyses to quantify risk, using statistical analysis software or econometric models. +- **[nan]** Confer with traders to identify and communicate risks associated with specific trading strategies or positions. +- **[nan]** Consult financial literature to ensure use of the latest models or statistical techniques. +- **[nan]** Contribute to development of risk management systems. +- **[nan]** Determine potential environmental impacts of new products or processes on long-term growth and profitability. +- **[nan]** Develop contingency plans to deal with emergencies. +- **[nan]** Develop or implement risk-assessment models or methodologies. +- **[nan]** Devise scenario analyses reflecting possible severe market events. +- **[nan]** Devise systems or processes to monitor validity of risk assessments. +- **[nan]** Document, and ensure communication of, key risks. +- **[nan]** Draw charts and graphs, using computer spreadsheets, to illustrate technical reports. +- **[nan]** Evaluate and compare the relative quality of various securities in a given industry. +- **[nan]** Evaluate the risks and benefits involved in implementing green building technologies. +- **[nan]** Evaluate the risks related to green investments, such as renewable energy company stocks. +- **[nan]** Gather risk-related data from internal or external resources. +- **[nan]** Identify key risks and mitigating factors of potential investments, such as asset types and values, legal and ownership structures, professional reputations, customer bases, or industry segments. +- **[nan]** Inform financial decisions by analyzing financial information to forecast business, industry, or economic conditions. +- **[nan]** Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs. +- **[nan]** Maintain input or data quality of risk management systems. +- **[nan]** Meet with clients to answer queries on subjects such as risk exposure, market scenarios, or values-at-risk calculations. +- **[nan]** Monitor developments in the fields of industrial technology, business, finance, and economic theory. +- **[nan]** Prepare plans of action for investment, using financial analyses. +- **[nan]** Produce reports or presentations that outline findings, explain risk positions, or recommend changes. +- **[nan]** Provide statistical modeling advice to other departments. +- **[nan]** Recommend investments and investment timing to companies, investment firm staff, or the public. +- **[nan]** Recommend ways to control or reduce risk. +- **[nan]** Review or draft risk disclosures for offer documents. +- **[nan]** Track, measure, or report on aspects of market risk for traded issues. + +## Detailed work activities + +- Advise others on analytical techniques. +- Advise others on business or operational matters. +- Analyze business or financial data. +- Analyze industry trends. +- Analyze risks related to investments in green technology. +- Apply mathematical models of financial or business conditions. +- Assess risks to business operations. +- Confer with others about financial matters. +- Create images of data, locations, or products. +- Determine the value of goods or services. +- Develop business or financial information systems. +- Develop contingency plans to deal with organizational emergencies. +- Develop financial analysis methods. +- Develop financial or business plans. +- Educate clients on financial planning topics. +- Evaluate applicable laws and regulations to determine impact on organizational activities. +- Gather organizational performance information. +- Maintain data in information systems or databases. +- Monitor business indicators. +- Prepare financial documents, reports, or budgets. +- Prepare regulatory or compliance documentation. +- Present business-related information to audiences. +- Recommend investments to clients. +- Update professional knowledge. diff --git a/references/tools.md b/references/tools.md new file mode 100644 index 0000000..b5bbe5e --- /dev/null +++ b/references/tools.md @@ -0,0 +1,210 @@ +# Tools & technology — financial analyst + +Source: O*NET 30.3 'Software Skills' for 13-2054.00. + +| Software | Category | Hot technology | +|---|---|---| +| Intuit QuickBooks | Accounting software | yes | +| IBM SPSS Statistics | Analytical or scientific software | yes | +| SAS | Analytical or scientific software | yes | +| TensorFlow | Analytical or scientific software | yes | +| The MathWorks MATLAB | Analytical or scientific software | yes | +| Microsoft Power BI | Business intelligence and data analysis software | yes | +| Tableau | Business intelligence and data analysis software | yes | +| Atlassian JIRA | Content workflow software | yes | +| Salesforce software | Customer relationship management CRM software | yes | +| Apache Hive | Data base management system software | yes | +| Teradata Database | Data base management system software | yes | +| Microsoft SQL Server Reporting Services SSRS | Data base reporting software | yes | +| Amazon Web Services AWS software | Data base user interface and query software | yes | +| Microsoft Access | Data base user interface and query software | yes | +| Microsoft SQL Server | Data base user interface and query software | yes | +| Oracle Database | Data base user interface and query software | yes | +| PyTorch | Data base user interface and query software | yes | +| ServiceNow | Data base user interface and query software | yes | +| Structured query language SQL | Data base user interface and query software | yes | +| Yardi software | Data base user interface and query software | yes | +| Microsoft Azure software | Development environment software | yes | +| Microsoft Visual Basic | Development environment software | yes | +| Microsoft Visual Basic for Applications VBA | Development environment software | yes | +| Ruby | Development environment software | yes | +| Microsoft SharePoint | Document management software | yes | +| Microsoft Outlook | Electronic mail software | yes | +| Oracle PeopleSoft | Enterprise resource planning ERP software | yes | +| SAP software | Enterprise resource planning ERP software | yes | +| C++ | Object or component oriented development software | yes | +| Perl | Object or component oriented development software | yes | +| Python | Object or component oriented development software | yes | +| R | Object or component oriented development software | yes | +| Microsoft Office software | Office suite software | yes | +| Linux | Operating system software | yes | +| UNIX | Operating system software | yes | +| Microsoft PowerPoint | Presentation software | yes | +| Microsoft Visio | Process mapping and design software | yes | +| Microsoft Project | Project management software | yes | +| Oracle Primavera Enterprise Project Portfolio Management | Project management software | yes | +| Marketo Marketing Automation | Sales and marketing software | yes | +| Microsoft Excel | Spreadsheet software | yes | +| Google Docs | Word processing software | yes | +| Microsoft Word | Word processing software | yes | +| Fund accounting software | Accounting software | | +| Sage 50 Accounting | Accounting software | | +| Tax software | Accounting software | | +| Analyse-it | Analytical or scientific software | | +| Aptech Systems GAUSS | Analytical or scientific software | | +| Data visualization software | Analytical or scientific software | | +| Decisioneering Crystal Ball | Analytical or scientific software | | +| Genetic algorithm software | Analytical or scientific software | | +| Insightful S-PLUS | Analytical or scientific software | | +| Keypoint DataDesk | Analytical or scientific software | | +| Mathematical software | Analytical or scientific software | | +| Neural network modeling software | Analytical or scientific software | | +| Palisade Evolver | Analytical or scientific software | | +| Palisade StatTools | Analytical or scientific software | | +| Pattern recognition software | Analytical or scientific software | | +| SAS JMP | Analytical or scientific software | | +| StataCorp Stata | Analytical or scientific software | | +| Ward Systems Group GeneHunter | Analytical or scientific software | | +| Ward Systems Group NeuralShell Predictor | Analytical or scientific software | | +| Wolfram Research Mathematica | Analytical or scientific software | | +| IBM Cognos Impromptu | Business intelligence and data analysis software | | +| MicroStrategy | Business intelligence and data analysis software | | +| Oracle Business Intelligence Enterprise Edition | Business intelligence and data analysis software | | +| Qlik Tech QlikView | Business intelligence and data analysis software | | +| Montgomery Investment Technology Utility XL | Charting software | | +| TickQuest NeoTicker | Charting software | | +| Perforce Helix software | Configuration management software | | +| Apache Pig | Data base management system software | | +| Reporting software | Data base reporting software | | +| SAP Crystal Reports | Data base reporting software | | +| FileMaker Pro | Data base user interface and query software | | +| IBM Lotus Approach | Data base user interface and query software | | +| Microsoft SharePoint Server | Document management software | | +| IBM Notes | Electronic mail software | | +| Microsoft Exchange | Electronic mail software | | +| Management information systems MIS | Enterprise resource planning ERP software | | +| Microsoft Dynamics | Enterprise resource planning ERP software | | +| Microsoft Dynamics GP | Enterprise resource planning ERP software | | +| NetSuite ERP | Enterprise resource planning ERP software | | +| Oracle Fusion Applications | Enterprise resource planning ERP software | | +| Oracle Hyperion | Enterprise resource planning ERP software | | +| Oracle JD Edwards EnterpriseOne | Enterprise resource planning ERP software | | +| Oracle PeopleSoft Financials | Enterprise resource planning ERP software | | +| SAP Business Objects | Enterprise resource planning ERP software | | +| SAP BusinessObjects Data Integrator | Enterprise resource planning ERP software | | +| SSA Global Infinium Financial Management | Enterprise resource planning ERP software | | +| IBM Power Systems software | Enterprise system management software | | +| Ivorix Neurostrategy Finance | Expert system software | | +| Matheny Pattern Forecaster Plus | Expert system software | | +| NeuroSolutions for MatLab | Expert system software | | +| Advanced Portfolio Technologies Report Builder | Financial analysis software | | +| Advanced Portfolio Technologies Simulator | Financial analysis software | | +| AnalyzerXL | Financial analysis software | | +| Annuities analysis software | Financial analysis software | | +| Aspen Graphics Technical Analysis Software | Financial analysis software | | +| BizBench | Financial analysis software | | +| BizPricer | Financial analysis software | | +| Business Forecast Systems Forecast Pro | Financial analysis software | | +| DealMaven Comparable Company Valuation Analysis | Financial analysis software | | +| DealMaven M&A Accretion/Dilution One-Pager | Financial analysis software | | +| DealMaven Modeling ToolPack for Excel | Financial analysis software | | +| Delphi Technology | Financial analysis software | | +| Derivatives Imagine Trading System | Financial analysis software | | +| Derivicom FinOptions XL | Financial analysis software | | +| Economic forecasting software | Financial analysis software | | +| Experian Credinomics | Financial analysis software | | +| Express Business Valuations | Financial analysis software | | +| Financial modeling software | Financial analysis software | | +| FinEng Solutions PerfoRM | Financial analysis software | | +| FinEng Solutions Quantis | Financial analysis software | | +| Fractal pattern analysis software | Financial analysis software | | +| Genetic algorithm optimization software | Financial analysis software | | +| Harland Financial Solutions DecisionPro | Financial analysis software | | +| I-flex Solutions Reveleus Investment Performance Measurement | Financial analysis software | | +| Innova Financial Solutions Derivatives Expert | Financial analysis software | | +| Leading Market Technologies EXPO | Financial analysis software | | +| Longview Consolidation | Financial analysis software | | +| Longview Performance Management Platform | Financial analysis software | | +| Longview Solutions Khalix | Financial analysis software | | +| Market forecast software | Financial analysis software | | +| MergerStat Control Premiums | Financial analysis software | | +| MergerStat Price to Earnings Ratios | Financial analysis software | | +| MoneySoft Corporate Valuation | Financial analysis software | | +| Monte Carlo simulation software | Financial analysis software | | +| Montgomery Investment Technology Bonds XL | Financial analysis software | | +| Montgomery Investment Technology Exotics XL | Financial analysis software | | +| Montgomery Investment Technology FinTools | Financial analysis software | | +| Montgomery Investment Technology Options XL | Financial analysis software | | +| Montgomery Investment Technology QuoteTools | Financial analysis software | | +| Montgomery Investment Technology Risk XL | Financial analysis software | | +| Montgomery Investment Technology SigTools | Financial analysis software | | +| Moss Adams Profit Mentor | Financial analysis software | | +| Mutual fund analysis software | Financial analysis software | | +| NeuroSolutions Trading Solutions | Financial analysis software | | +| OptionVue Options Analysis | Financial analysis software | | +| Oracle E-Business Suite Financials | Financial analysis software | | +| Palisade Bond @nalyst | Financial analysis software | | +| Peer-to-Peer Financial Analysis | Financial analysis software | | +| Pi Blue OptWorks Excel | Financial analysis software | | +| Portfolio management software | Financial analysis software | | +| Pricing software | Financial analysis software | | +| Quantifying marketability discount QMD modeling software | Financial analysis software | | +| RiskMetrics Group WealthBench | Financial analysis software | | +| Securities analysis software | Financial analysis software | | +| Spreadware Business Financial Analysis | Financial analysis software | | +| Spreadware Business Valuator | Financial analysis software | | +| Spreadware Pro Forma | Financial analysis software | | +| Steele Mutual Fund and Variable Annuity Expert | Financial analysis software | | +| SunGard BancWare | Financial analysis software | | +| SunGard Kiodex Risk Workbench | Financial analysis software | | +| TechHackers Convertible Bond @nalyst | Financial analysis software | | +| TechHackers Credit @nalyst | Financial analysis software | | +| TechHackers Exotic @nalyst | Financial analysis software | | +| TechHackers Financial @nalyst | Financial analysis software | | +| TechHackers IRO @nalyst | Financial analysis software | | +| TechHackers MBS @nalyst | Financial analysis software | | +| TechHackers Swap @nalyst | Financial analysis software | | +| Tetrahex Fractal Finance | Financial analysis software | | +| Tips Standard Securities Calculation Bond Analytics Module | Financial analysis software | | +| Tips Standard Securities Calculation Mortgage-Backed Analytics Module | Financial analysis software | | +| Trendsetter Software ProAnalyst | Financial analysis software | | +| Unlimited Learning Resources Valusource Pro | Financial analysis software | | +| ValuSource BIZCOMPS | Financial analysis software | | +| Whitebirch Software Projected Financials | Financial analysis software | | +| Wolfram Research Derivatives | Financial analysis software | | +| Wolfram Research Mathematica Finance Essentials | Financial analysis software | | +| Wolfram Research Mathematica UnRisk Pricing Engine | Financial analysis software | | +| ADP Workforce Now | Human resources software | | +| Human resource management software HRMS | Human resources software | | +| dailyVest Investment Personalization Platform | Information retrieval or search software | | +| Factiva | Information retrieval or search software | | +| LexisNexis | Information retrieval or search software | | +| S&P Capital IQ | Information retrieval or search software | | +| Standard & Poor's Capital IQ Compustat | Information retrieval or search software | | +| TradeTools Financial Market Databases | Information retrieval or search software | | +| TradeTools Monthly U.S. Economic Database | Information retrieval or search software | | +| Ward Systems Group NeuroShell Trader | Information retrieval or search software | | +| Web browser software | Internet browser software | | +| Apple Keynote | Presentation software | | +| DealMaven PresLink for PowerPoint and Word | Presentation software | | +| Google Slides | Presentation software | | +| Apple AppleWorks | Spreadsheet software | | +| Corel QuattroPro | Spreadsheet software | | +| IBM Lotus 1-2-3 | Spreadsheet software | | +| McAfee | Transaction security and virus protection software | | +| Microsoft OneNote | Word processing software | | +| Report generation software | Word processing software | | + + + +## Market evidence (job-ad analysis, 40 ads, as of 2026-07-11) + +Share of analyzed job ads mentioning the item (threshold ≥ 20 %). Source: JSearch/Adzuna APIs. + +### Tools + +- Microsoft Excel — **60 %** +- Microsoft PowerPoint — **25 %** +- Microsoft Word — **20 %** + +