feat: financial-controller skill package v0.1.0

2026-08-14 17:18:37 +02:00
commit a3a09efd08
9 changed files with 956 additions and 0 deletions
--- a/PROVENANCE.md
+++ b/PROVENANCE.md
@@ -0,0 +1,31 @@
+# Data provenance — financial-controller
+
+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-controller
+    "ESCO (occupation & competences)" : 38
+    "O*NET (tasks & tools)" : 99
+    "Job boards (market evidence)" : 103
+    "Anthropic official Claude skills" : 6
+    "External AI skill packs (mapped)" : 140
+```
+
+| Source | Items | Share | Files |
+|---|---|---|---|
+| ESCO (occupation & competences) | 38 | 9.8 % | references/profile.md, references/skills.md |
+| O*NET (tasks & tools) | 99 | 25.6 % | references/tasks.md, references/tools.md |
+| Job boards (market evidence) | 103 | 26.7 % | 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 | 1.6 % | references/ai-skills.md, section "anthropics/skills" (official Claude Code skills) |
+| External AI skill packs (mapped) | 140 | 36.3 % | 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).
--- a/SKILL.md
+++ b/SKILL.md
@@ -0,0 +1,79 @@
+---
+name: financial-controller
+description: "Occupational skill for the role 'financial controller' (also: finance manager, financial administrator, accounting supervisor, financial accountant, accountant, financial control manager). Use when the user asks for typical financial controller work such as: Monitor financial activities and details, such as cash flow and reserve levels, to ensure that all legal and regulatory requirements are met.; Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.; Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments."
+---
+
+# Financial Controller
+
+Financial controllers handle all tasks related to the budgeting and accounting aspects of a company or organisation. They implement and ensure compliance with internal financial and accounting procedures, and prepare documentation for external audits. They collect information related to financial statements such as assets, liabilities, equity, and cash flow in order to assess the company's financial position to prepare annual budgets and forecasts.
+
+## Core workflow
+
+1. Monitor financial activities and details, such as cash flow and reserve levels, to ensure that all legal and regulatory requirements are met.
+2. Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.
+3. Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments.
+4. Maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards.
+5. Conduct or coordinate audits of company accounts and financial transactions to ensure compliance with state and federal requirements and statutes.
+6. Receive, record, and authorize requests for disbursements in accordance with company policies and procedures.
+7. Monitor and evaluate the performance of accounting and other financial staff, recommending and implementing personnel actions, such as promotions and dismissals.
+8. Develop and maintain relationships with banking, insurance, and external accounting personnel to facilitate financial activities.
+
+## 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 department processes
+- analyse financial performance of a company
+- create a financial plan
+- develop financial statistics reports
+- enforce financial policies
+- ensure compliance with accounting conventions
+- evaluate budgets
+- exert expenditure control
+- explain accounting records
+- financial department processes
+- financial statements
+- follow the statutory obligations
+- interpret financial statements
+- prepare financial statements
+- synthesise financial information
+
+## Hot technologies
+
+- Intuit QuickBooks
+- Microsoft Access
+- Structured query language SQL
+- Yardi software
+- Microsoft Outlook
+- Oracle PeopleSoft
+- SAP software
+- Microsoft Office software
+- Microsoft PowerPoint
+- Microsoft Project
+
+
+<!-- hot-tech -->
+
+## Hot technologies
+
+Top tools from 38 gated job ads (see references/market.md, as of 2026-07-11):
+
+- Microsoft Excel — 37 %
+- Deltek — 11 %
+- NetSuite — 11 %
+- QuickBooks — 11 %
+- Oracle — 8 %
+- Sage Intacct — 8 %
+- SAP — 8 %
+- Unanet — 8 %
+
+<!-- hot-tech -->
+
+---
+*Sources: ESCO v1.2.1 (http://data.europa.eu/esco/occupation/5e5b1b61-1351-4d3b-a293-deb3661715dd), O*NET 30.3 (11-3031.01). See manifest.json for licensing/attribution.*
--- a/manifest.json
+++ b/manifest.json
@@ -0,0 +1,202 @@
+{
+  "name": "financial-controller",
+  "title": "financial controller",
+  "version": "0.1.0",
+  "layer": "core",
+  "language": "en",
+  "generated": "2026-07-07",
+  "ids": {
+    "esco_uri": "http://data.europa.eu/esco/occupation/5e5b1b61-1351-4d3b-a293-deb3661715dd",
+    "esco_code": "2411.1.8",
+    "isco_group": "2411",
+    "onet_soc": "11-3031.01",
+    "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": 22,
+    "dwas": 26,
+    "skills_essential": 17,
+    "skills_optional": 20,
+    "software": 50
+  },
+  "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
+      },
+      "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
+      },
+      "open-gitagent/opengap": {
+        "repo": "https://github.com/open-gitagent/opengap",
+        "commit": "d7a8e2e",
+        "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": 12
+      },
+      "foryourhealth111-pixel/Vibe-Skills": {
+        "repo": "https://github.com/foryourhealth111-pixel/Vibe-Skills",
+        "commit": "34429a8",
+        "license": "Apache-2.0",
+        "skills": 2
+      },
+      "alirezarezvani/claude-skills": {
+        "repo": "https://github.com/alirezarezvani/claude-skills",
+        "commit": "0241f43",
+        "license": "MIT",
+        "skills": 2
+      },
+      "brycewang-stanford/Auto-Empirical-Research-Skills": {
+        "repo": "https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills",
+        "commit": "85bf545",
+        "license": "CC-BY-4.0",
+        "skills": 4
+      },
+      "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
+      },
+      "mohitagw15856/pm-claude-skills": {
+        "repo": "https://github.com/mohitagw15856/pm-claude-skills",
+        "commit": "876fa30",
+        "license": "MIT",
+        "skills": 2
+      },
+      "davepoon/buildwithclaude": {
+        "repo": "https://github.com/davepoon/buildwithclaude",
+        "commit": "3c94e0c",
+        "license": "MIT",
+        "skills": 1
+      },
+      "coreyhaines31/makerskills": {
+        "repo": "https://github.com/coreyhaines31/makerskills",
+        "commit": "17218de",
+        "license": "MIT",
+        "skills": 1
+      },
+      "kazukinagata/shinkoku": {
+        "repo": "https://github.com/kazukinagata/shinkoku",
+        "commit": "e610b30",
+        "license": "MIT",
+        "skills": 1
+      },
+      "a5c-ai/babysitter": {
+        "repo": "https://github.com/a5c-ai/babysitter",
+        "commit": "44a5d58b",
+        "license": "MIT",
+        "skills": 8
+      },
+      "himself65/finance-skills": {
+        "repo": "https://github.com/himself65/finance-skills",
+        "commit": "87f688e",
+        "license": "MIT",
+        "skills": 1
+      },
+      "vibeeval/vibecosystem": {
+        "repo": "https://github.com/vibeeval/vibecosystem",
+        "commit": "cea9462",
+        "license": "MIT",
+        "skills": 1
+      },
+      "K-Dense-AI/claude-scientific-skills": {
+        "repo": "https://github.com/K-Dense-AI/claude-scientific-skills",
+        "commit": "4d97e29",
+        "license": "MIT",
+        "skills": 2
+      },
+      "K-Dense-AI/scientific-agent-skills": {
+        "repo": "https://github.com/K-Dense-AI/scientific-agent-skills",
+        "commit": "4d97e29",
+        "license": "MIT",
+        "skills": 2
+      },
+      "affaan-m/everything-claude-code": {
+        "repo": "https://github.com/affaan-m/everything-claude-code",
+        "commit": "ed38744",
+        "license": "MIT",
+        "skills": 1
+      },
+      "elementalsouls/Claude-BugHunter": {
+        "repo": "https://github.com/elementalsouls/Claude-BugHunter",
+        "commit": "05098fc",
+        "license": "MIT",
+        "skills": 1
+      },
+      "davila7/claude-code-templates": {
+        "repo": "https://github.com/davila7/claude-code-templates",
+        "commit": "fa79251",
+        "license": "MIT",
+        "skills": 1
+      }
+    },
+    "total_skills": 80,
+    "tiers": {
+      "core": 55,
+      "adjacent": 25
+    }
+  },
+  "provenance": {
+    "items": {
+      "esco": 38,
+      "onet": 99,
+      "jobads": 103,
+      "wiki_ai": 0,
+      "anthropic": 6,
+      "ai_skills": 140,
+      "stackx": 0
+    },
+    "share_percent": {
+      "esco": 9.8,
+      "onet": 25.6,
+      "jobads": 26.7,
+      "wiki_ai": 0.0,
+      "anthropic": 1.6,
+      "ai_skills": 36.3,
+      "stackx": 0.0
+    },
+    "method": "content items per source category"
+  },
+  "collar": "white",
+  "computer_work": true
+}
--- a/references/ai-skills.md
+++ b/references/ai-skills.md
@@ -0,0 +1,274 @@
+# External AI agent skills — financial-controller
+
+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: 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 |
+|---|---|---|---|
+| `three-statement-model-builder` | core | Integrated three-statement financial model builder linking income statement, balance sheet, and cash flow statement with circular reference handling | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/three-statement-model-builder) |
+| `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) |
+| `xbrl-filing-generator` | core | XBRL financial statement tagging and SEC filing preparation skill | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/xbrl-filing-generator) |
+| `financial-dashboard-generator` | core | Automated financial dashboard and KPI visualization skill with executive reporting capabilities | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/financial-dashboard-generator) |
+| `monte-carlo-financial-simulator` | core | Stochastic simulation skill for financial modeling with probability distributions and risk quantification | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/monte-carlo-financial-simulator) |
+| `gaap-ifrs-compliance-checker` | core | Automated compliance validation skill for GAAP and IFRS accounting standards with codification references | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/gaap-ifrs-compliance-checker) |
+| `amortized-analysis-assistant` | core | Apply amortized analysis techniques including aggregate, accounting, and potential methods | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/science/computer-science/skills/amortized-analysis-assistant) |
+| `lms-admin` | core | Configure and manage Learning Management System operations including courses, enrollments, compliance training, and learning analytics | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/human-resources/skills/lms-admin) |
+
+## Source: affaan-m/everything-claude-code
+
+- Repository: [https://github.com/affaan-m/everything-claude-code](https://github.com/affaan-m/everything-claude-code) (commit `ed38744`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `investor-materials` | core | Create and update pitch decks, one-pagers, investor memos, accelerator applications, financial models, and fundraising materials. Use when the user needs investor-facing documents, projections, use-of-funds tables, milestone plans, or … | [source](https://github.com/affaan-m/everything-claude-code/tree/ed38744/.agents/skills/investor-materials) |
+
+## 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) |
+
+## 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 |
+|---|---|---|---|
+| `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) |
+| `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) |
+| `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) |
+
+## Source: coreyhaines31/makerskills
+
+- Repository: [https://github.com/coreyhaines31/makerskills](https://github.com/coreyhaines31/makerskills) (commit `17218de`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `personal-cfo` | core | When you want to model personal financial scenarios — house purchase + rental income (ADU, bedroom rentals, house-hacking), renovation budgets, monthly cash flow forecasts, big-purchase decisions, savings/investment what-ifs. For personal … | [source](https://github.com/coreyhaines31/makerskills/tree/17218de/skills/personal-cfo) |
+
+## 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 |
+|---|---|---|---|
+| `research-grants` | core | Write competitive research proposals for NSF, NIH, DOE, and DARPA. Agency-specific formatting, review criteria, budget preparation, broader impacts, significance statements, innovation narratives, and compliance with submission … | [source](https://github.com/davila7/claude-code-templates/tree/fa79251/cli-tool/components/skills/scientific/research-grants) |
+
+## Source: elementalsouls/Claude-BugHunter
+
+- Repository: [https://github.com/elementalsouls/Claude-BugHunter](https://github.com/elementalsouls/Claude-BugHunter) (commit `05098fc`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `web3-audit` | core | Smart contract security audit — 10 DeFi bug classes (accounting desync, access control, incomplete path, off-by-one, oracle, ERC4626, reentrancy, flash loan, signature replay, proxy), pre-dive kill signals (TVL < $500K etc), Foundry PoC … | [source](https://github.com/elementalsouls/Claude-BugHunter/tree/05098fc/skills/web3-audit) |
+
+## 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 |
+|---|---|---|---|
+| `edgartools` | core | Python library for accessing, analyzing, and extracting data from SEC EDGAR filings. Use when working with SEC filings, financial statements (income statement, balance sheet, cash flow), XBRL financial data, insider trading (Form 4), … | [source](https://github.com/foryourhealth111-pixel/Vibe-Skills/tree/34429a8/bundled/skills/edgartools) |
+| `research-grants` | core | Write competitive research proposals for NSF, NIH, DOE, DARPA, and Taiwan NSTC. Agency-specific formatting, review criteria, budget preparation, broader impacts, significance statements, innovation narratives, and compliance with … | [source](https://github.com/foryourhealth111-pixel/Vibe-Skills/tree/34429a8/bundled/skills/research-grants) |
+
+## Source: himself65/finance-skills
+
+- Repository: [https://github.com/himself65/finance-skills](https://github.com/himself65/finance-skills) (commit `87f688e`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `yfinance-data` | core | Fetch financial and market data using the yfinance Python library. Use this skill whenever the user asks for stock prices, historical data, financial statements, options chains, dividends, earnings, analyst recommendations, or any market … | [source](https://github.com/himself65/finance-skills/tree/87f688e/plugins/market-analysis/skills/yfinance-data) |
+
+## 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 |
+|---|---|---|---|
+| `find-cpa-firm` | core | Use whenever the user wants to find, shortlist, vet, or enrich US accounting and tax firms (CPA firms) — financial-statement audit, SOC 1/2 audit, corporate tax, bookkeeping for businesses, advisory/fractional CFO, M&A diligence, 409A … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/mcp/servicegraph/skills/find-cpa-firm) |
+| `fondo-local-dev-loop` | core | Configure local development workflows that integrate with Fondo for financial data, using Fondo exports with QuickBooks or accounting tools. Trigger: "fondo dev setup", "fondo export", "fondo QuickBooks", "fondo local data".  | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-local-dev-loop) |
+| `fondo-core-workflow-a` | core | Execute Fondo primary workflow: monthly bookkeeping close and financial reporting. Use when managing month-end close, reviewing financial statements, or preparing for board meetings and fundraising. Trigger: "fondo bookkeeping", "fondo … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-core-workflow-a) |
+| `fondo-prod-checklist` | core | Execute Fondo production readiness checklist for year-end tax filing, R&D credit claims, and board-ready financial reporting. Trigger: "fondo production", "fondo tax filing ready", "fondo year-end checklist".  | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-prod-checklist) |
+| `fondo-ci-integration` | core | Automate financial reporting workflows that complement Fondo with CI/CD pipelines for expense tracking, budget alerts, and financial data validation. Trigger: "fondo CI", "fondo automation", "fondo financial alerts".  | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-ci-integration) |
+| `fondo-debug-bundle` | core | Collect diagnostic information for Fondo support including integration status, transaction discrepancies, and financial data reconciliation issues. Trigger: "fondo debug", "fondo support", "fondo diagnostic", "fondo reconciliation".  | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-debug-bundle) |
+| `fondo-deploy-integration` | core | Deploy financial dashboards and reporting tools that consume Fondo data to Vercel, Fly.io, or internal infrastructure. Trigger: "fondo dashboard deploy", "fondo financial dashboard", "deploy finance app".  | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-deploy-integration) |
+| `fondo-reference-architecture` | core | Reference architecture for startup financial operations using Fondo as the bookkeeping backbone with complementary tools for banking, payroll, and reporting. Trigger: "fondo architecture", "startup finance stack", "fondo integration … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-reference-architecture) |
+| `touch-audit` | core | Mobile audit — app size, startup time, crash reporting, store compliance, accessibility, offline behavior. Use when asked for "mobile review", "app store readiness", "mobile performance", or "crash analysis". | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/ai-agency/tonone/skills/touch-audit) |
+| `navan-core-workflow-b` | core | Manage Navan expense reporting, transaction data, and ERP synchronization. Use when building expense pipelines, automating approval workflows, or syncing transactions to accounting systems. Trigger with "navan expense management", "navan … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/navan-pack/skills/navan-core-workflow-b) |
+| `ramp-performance-tuning` | core | Ramp performance tuning \u2014 corporate card and expense management\ \ API integration.\nUse when working with Ramp for card management, expenses, or\ \ accounting sync.\nTrigger with phrases like \"ramp performance tuning\", … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/ramp-pack/skills/ramp-performance-tuning) |
+| `langchain-cost-tuning` | core | Control LangChain 1.0 AI spend with accurate streaming token accounting, model tiering, provider-specific cache hit tuning, per-tenant budgets, and retry dedup. Use when AI spend grows faster than traffic, a cost regression lands, or you … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/langchain-py-pack/skills/langchain-cost-tuning) |
+
+## 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 |
+|---|---|---|---|
+| `xlsx` | core | Create, edit, analyze, or convert Excel spreadsheets (.xlsx, .xlsm) where the workbook file is the primary deliverable. Use for formulas, formatting, financial models, multi-sheet workbooks, and tabular cleanup exported to Excel. Also … | [source](https://github.com/K-Dense-AI/claude-scientific-skills/tree/4d97e29/skills/xlsx) |
+| `research-grants` | core | Write competitive research proposals for NSF, NIH, DOE, DARPA, and Taiwan NSTC. Agency-specific formatting, review criteria, budget preparation, broader impacts, significance statements, innovation narratives, and compliance with … | [source](https://github.com/K-Dense-AI/claude-scientific-skills/tree/4d97e29/skills/research-grants) |
+
+## 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 |
+|---|---|---|---|
+| `xlsx` | core | Create, edit, analyze, or convert Excel spreadsheets (.xlsx, .xlsm) where the workbook file is the primary deliverable. Use for formulas, formatting, financial models, multi-sheet workbooks, and tabular cleanup exported to Excel. Also … | [source](https://github.com/K-Dense-AI/scientific-agent-skills/tree/4d97e29/skills/xlsx) |
+| `research-grants` | core | Write competitive research proposals for NSF, NIH, DOE, DARPA, and Taiwan NSTC. Agency-specific formatting, review criteria, budget preparation, broader impacts, significance statements, innovation narratives, and compliance with … | [source](https://github.com/K-Dense-AI/scientific-agent-skills/tree/4d97e29/skills/research-grants) |
+
+## Source: kazukinagata/shinkoku
+
+- Repository: [https://github.com/kazukinagata/shinkoku](https://github.com/kazukinagata/shinkoku) (commit `e610b30`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `settlement` | core | This skill should be used when the user needs to perform year-end closing adjustments (決算整理), review financial statements (決算書), compute depreciation, or review their trial balance. Trigger phrases include: "決算", "決算整理", "決算書を作る", "減価償却", … | [source](https://github.com/kazukinagata/shinkoku/tree/e610b30/skills/settlement) |
+
+## Source: mohitagw15856/pm-claude-skills
+
+- Repository: [https://github.com/mohitagw15856/pm-claude-skills](https://github.com/mohitagw15856/pm-claude-skills) (commit `876fa30`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `financial-statement-explainer` | core | Explain a financial statement (P&L, balance sheet, or cash flow) in plain English. Use when asked to explain a P&L / income statement, a balance sheet, a cash flow statement, or to make financials understandable to a non-finance reader. … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-accounting/skills/financial-statement-explainer) |
+| `carbon-accounting-check` | core | Sanity-check a greenhouse gas inventory before it goes into a report or gets audited. Use when asked to review a carbon footprint, check a GHG inventory, validate scope 1/2/3 numbers, explain a year-over-year emissions change, or prepare … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-climate/skills/carbon-accounting-check) |
+
+## Source: open-gitagent/opengap
+
+- Repository: [https://github.com/open-gitagent/opengap](https://github.com/open-gitagent/opengap) (commit `d7a8e2e`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `document-review` | core | Reviews financial documents (prospectuses, ADVs, marketing materials) for FINRA 2210 compliance, required disclosures, and balanced presentation. Use when reviewing financial statements, audit documents, regulatory filings, or when the … | [source](https://github.com/open-gitagent/opengap/tree/d7a8e2e/examples/full/skills/document-review) |
+
+## Source: vibeeval/vibecosystem
+
+- Repository: [https://github.com/vibeeval/vibecosystem](https://github.com/vibeeval/vibecosystem) (commit `cea9462`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `minimax-xlsx` | core | Open, create, read, analyze, edit, or validate Excel/spreadsheet files (.xlsx, .xlsm, .csv, .tsv). Use when the user asks to create, build, modify, analyze, read, validate, or format any Excel spreadsheet, financial model, pivot table, or … | [source](https://github.com/vibeeval/vibecosystem/tree/cea9462/skills/minimax-xlsx) |
+
+## 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 |
+|---|---|---|---|
+| `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) |
+| `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) |
+| `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) |
+| `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) |
+| `google-analytics-data-api-basics` | adjacent | 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) |
+| `google-analytics-admin-api-basics` | adjacent | 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-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-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) |
+| `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-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) |
+| `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) |
+| `vss-query-analytics` | adjacent | 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) |
+| `deepstream-dev` | adjacent | 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) |
+| `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) |
+| `vss-generate-video-calibration` | adjacent | 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` | adjacent | 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-setup-behavior-analytics` | adjacent | 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` | adjacent | 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) |
+| `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 |
+|---|---|---|---|
+| `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) |
+| `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) |
+| `gtm-strategy` | core | 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) |
+| `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) |
+| `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` | adjacent | 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) |
+| `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) |
+| `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) |
+| `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) |
--- a/references/market.md
+++ b/references/market.md
@@ -0,0 +1,151 @@
+# Market evidence report — financial-controller
+
+Source: **38 real job ads** (JSearch API, countries: us 38), 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 | 24 | 63 % |
+| senior | 11 | 29 % |
+| lead | 3 | 8 % |
+
+## Tools — full market ranking
+
+| # | Item | Ads | Share |
+|---|---|---|---|
+| 1 | Microsoft Excel | 14 | 37 % |
+| 2 | Deltek | 4 | 11 % |
+| 3 | NetSuite | 4 | 11 % |
+| 4 | QuickBooks | 4 | 11 % |
+| 5 | Oracle | 3 | 8 % |
+| 6 | Sage Intacct | 3 | 8 % |
+| 7 | SAP | 3 | 8 % |
+| 8 | Unanet | 3 | 8 % |
+
+## Hard skills — full market ranking
+
+| # | Item | Ads | Share |
+|---|---|---|---|
+| 1 | financial reporting | 21 | 55 % |
+| 2 | budgeting | 17 | 45 % |
+| 3 | forecasting | 16 | 42 % |
+| 4 | internal controls | 10 | 26 % |
+| 5 | financial statement preparation | 8 | 21 % |
+| 6 | data analysis | 7 | 18 % |
+| 7 | financial analysis | 7 | 18 % |
+| 8 | account reconciliation | 5 | 13 % |
+| 9 | cash flow management | 5 | 13 % |
+| 10 | compliance | 5 | 13 % |
+| 11 | financial modeling | 5 | 13 % |
+| 12 | financial planning | 5 | 13 % |
+| 13 | accounting | 4 | 11 % |
+| 14 | audit preparation | 4 | 11 % |
+| 15 | cash management | 4 | 11 % |
+| 16 | variance analysis | 4 | 11 % |
+| 17 | accounting operations | 3 | 8 % |
+| 18 | cost accounting | 3 | 8 % |
+| 19 | process improvement | 3 | 8 % |
+| 20 | regulatory compliance | 3 | 8 % |
+
+## Methods — full market ranking
+
+| # | Item | Ads | Share |
+|---|---|---|---|
+| 1 | GAAP | 4 | 11 % |
+| 2 | process improvement | 4 | 11 % |
+| 3 | continuous improvement | 3 | 8 % |
+| 4 | DCAA compliance | 3 | 8 % |
+
+## Responsibilities — full market ranking
+
+| # | Item | Ads | Share |
+|---|---|---|---|
+| 1 | financial statement preparation | 5 | 13 % |
+| 2 | process improvement | 5 | 13 % |
+| 3 | team leadership | 5 | 13 % |
+| 4 | staff supervision | 4 | 11 % |
+| 5 | accounting operations oversight | 3 | 8 % |
+| 6 | compliance maintenance | 3 | 8 % |
+| 7 | financial reporting | 3 | 8 % |
+| 8 | tax filing | 3 | 8 % |
+| 9 | team mentoring | 3 | 8 % |
+
+## Regional breakdown
+
+> **Corpus note:** 38 relevant ads in total — below the 100-ad target for a fully reliable ranking. Percentages above should be read as indicative.
+
+### US (us)
+
+38 ads.
+
+**Top hard skills:**
+
+- financial reporting — 55 % (21 ads)
+- budgeting — 45 % (17 ads)
+- forecasting — 42 % (16 ads)
+- internal controls — 26 % (10 ads)
+- financial statement preparation — 21 % (8 ads)
+- data analysis — 18 % (7 ads)
+- financial analysis — 18 % (7 ads)
+- account reconciliation — 13 % (5 ads)
+- cash flow management — 13 % (5 ads)
+- compliance — 13 % (5 ads)
+
+**Top tools:**
+
+- Microsoft Excel — 37 % (14 ads)
+- Deltek — 11 % (4 ads)
+- NetSuite — 11 % (4 ads)
+- QuickBooks — 11 % (4 ads)
+- Oracle — 8 % (3 ads)
+- Sage Intacct — 8 % (3 ads)
+- SAP — 8 % (3 ads)
+- Unanet — 8 % (3 ads)
+- accounting software — 5 % (2 ads)
+- Cognos — 5 % (2 ads)
+
+**Seniority:** mid 63 % · senior 29 % · lead 8 %
+
+### 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 Controller | 7 |
+| Controller | 5 |
+| Corporate Controller | 2 |
+| Financial Controller (Hybrid Remote) | 2 |
+| Automotive Accounting Controller | 1 |
+| Controller (Non Profit) | 1 |
+| Corporate / Fund Controller | 1 |
+| Corporate Finance Manager | 1 |
+| Division Controller | 1 |
+| ERP-Driven Controller & Finance Build Lead | 1 |
+| Experienced Controller | 1 |
+| Federal Financial Reporting Manager | 1 |
+| Finance Controller TS/SCI with CI poly Jobs | 1 |
+| Finance Manager | 1 |
+| Finance Manager (Open to both U.S. Citizens and Federal Employees) | 1 |
+| Finance Manager , AWS Network Finance | 1 |
+| Finance Manager, Digital Finance & Business Integration | 1 |
+| Finance Manager, Prisons and Justice Initiative – Georgetown University | 1 |
+| Finance Manager, TSSL Operations Finance | 1 |
+| Fractional Controller (Contract, Remote) - Finance as a Service (FaaS) | 1 |
+| Part-Time Financial Controller | 1 |
+| Program Finance Manager Jobs | 1 |
+| Senior Federal Finance Controller & Internal Controls Leader | 1 |
+| Senior Finance Manager | 1 |
+| Senior Financial Controller for High-Growth Brand | 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.
--- a/references/profile.md
+++ b/references/profile.md
@@ -0,0 +1,30 @@
+# Occupation profile — financial controller
+
+- **ESCO URI:** http://data.europa.eu/esco/occupation/5e5b1b61-1351-4d3b-a293-deb3661715dd
+- **ESCO code:** 2411.1.8
+- **ISCO-08 group:** 2411 — Accountants
+- **O*NET-SOC:** 11-3031.01 — Treasurers and Controllers (match: closeMatch)
+
+## Description (ESCO)
+
+Financial controllers handle all tasks related to the budgeting and accounting aspects of a company or organisation. They implement and ensure compliance with internal financial and accounting procedures, and prepare documentation for external audits. They collect information related to financial statements such as assets, liabilities, equity, and cash flow in order to assess the company's financial position to prepare annual budgets and forecasts.
+
+## Definition
+
+nan
+
+## Alternative labels
+
+- finance manager
+- financial administrator
+- accounting supervisor
+- financial accountant
+- accountant
+- financial control manager
+- financial control officer
+- corporate controller
+- finance officer
+- financial investigator
+- finance controller
+- accounting controller
+- financial investigation clerk
--- a/references/skills.md
+++ b/references/skills.md
@@ -0,0 +1,64 @@
+# Competences — financial controller
+
+Source: ESCO v1.2.1 occupation-skill relations (http://data.europa.eu/esco/occupation/5e5b1b61-1351-4d3b-a293-deb3661715dd).
+
+## Essential
+
+- **accounting department processes** (knowledge)
+- **analyse financial performance of a company** (skill/competence)
+- **create a financial plan** (skill/competence)
+- **develop financial statistics reports** (skill/competence)
+- **enforce financial policies** (skill/competence)
+- **ensure compliance with accounting conventions** (skill/competence)
+- **evaluate budgets** (skill/competence)
+- **exert expenditure control** (skill/competence)
+- **explain accounting records** (skill/competence)
+- **financial department processes** (knowledge)
+- **financial statements** (knowledge)
+- **follow the statutory obligations** (skill/competence)
+- **interpret financial statements** (skill/competence)
+- **prepare financial statements** (skill/competence)
+- **synthesise financial information** (skill/competence)
+- **tax legislation** (knowledge)
+- **track key performance indicators** (skill/competence)
+
+## Optional
+
+- advise on financial matters (skill/competence)
+- advise on tax planning (skill/competence)
+- analyse financial risk (skill/competence)
+- check accounting records (skill/competence)
+- disseminate information on tax legislation (skill/competence)
+- draft accounting procedures (skill/competence)
+- financial forecasting (knowledge)
+- insolvency law (knowledge)
+- inspect government expenditures (skill/competence)
+- liaise with auditors (skill/competence)
+- liaise with financiers (skill/competence)
+- liaise with shareholders (skill/competence)
+- manage budgets (skill/competence)
+- manage profitability (skill/competence)
+- manage the general ledger (skill/competence)
+- prepare financial auditing reports (skill/competence)
+- prepare tax returns forms (skill/competence)
+- statistics (knowledge)
+- supervise accounting operations (skill/competence)
+- support development of annual budget (skill/competence)
+
+<!-- market-evidence -->
+
+## Market evidence (job-ad analysis, 38 ads, as of 2026-07-11)
+
+Share of analyzed job ads mentioning the item (threshold ≥ 20 %). Source: JSearch/Adzuna APIs.
+
+### Hard skills
+
+- financial reporting — **55 %**
+- budgeting — **45 %**
+- forecasting — **42 %**
+- internal controls — **26 %**
+- financial statement preparation — **21 %**
+- data analysis — **18 %**
+- financial analysis — **18 %**
+
+<!-- market-evidence -->
--- a/references/tasks.md
+++ b/references/tasks.md
@@ -0,0 +1,57 @@
+# Tasks & work activities — financial controller
+
+Source: O*NET 30.3, occupation 11-3031.01 (Treasurers and Controllers).
+
+## Task statements
+
+- **[Core]** Monitor financial activities and details, such as cash flow and reserve levels, to ensure that all legal and regulatory requirements are met.
+- **[Core]** Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.
+- **[Core]** Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments.
+- **[Core]** Maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards.
+- **[Core]** Conduct or coordinate audits of company accounts and financial transactions to ensure compliance with state and federal requirements and statutes.
+- **[Core]** Receive, record, and authorize requests for disbursements in accordance with company policies and procedures.
+- **[Core]** Monitor and evaluate the performance of accounting and other financial staff, recommending and implementing personnel actions, such as promotions and dismissals.
+- **[Core]** Develop and maintain relationships with banking, insurance, and external accounting personnel to facilitate financial activities.
+- **[Core]** Coordinate and direct the financial planning, budgeting, procurement, or investment activities of all or part of an organization.
+- **[Core]** Develop internal control policies, guidelines, and procedures for activities, such as budget administration, cash and credit management, and accounting.
+- **[Core]** Analyze the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed.
+- **[Core]** Advise management on short-term and long-term financial objectives, policies, and actions.
+- **[Core]** Provide direction and assistance to other organizational units regarding accounting and budgeting policies and procedures and efficient control and utilization of financial resources.
+- **[Core]** Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations.
+- **[Core]** Lead staff training and development in budgeting and financial management areas.
+- **[Core]** Receive cash and checks and make deposits.
+- **[Supplemental]** Handle all aspects of employee insurance, benefits, and casualty programs, including monitoring changes in health insurance regulations and creating budgets for benefits and worker's compensation.
+- **[Supplemental]** Prepare and file annual tax returns or prepare financial information so that outside accountants can complete tax returns.
+- **[Supplemental]** Supervise employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties.
+- **[Supplemental]** Compute, withhold, and account for all payroll deductions.
+- **[Supplemental]** Perform tax planning work.
+- **[Supplemental]** Determine depreciation rates to apply to capitalized items and advise management on actions regarding the purchase, lease, or disposal of such items.
+
+## Detailed work activities
+
+- Administer compensation or benefits programs.
+- Advise others on business or operational matters.
+- Analyze financial records to improve budgeting or planning.
+- Analyze financial records to improve efficiency.
+- Approve expenditures.
+- Calculate financial data.
+- Collect payments for goods or services.
+- Compile operational data.
+- Conduct employee training programs.
+- Conduct financial or regulatory audits.
+- Determine pricing or monetary policies.
+- Determine resource needs.
+- Develop operating strategies, plans, or procedures.
+- Develop organizational policies or programs.
+- Direct financial operations.
+- Establish interpersonal business relationships to facilitate work activities.
+- Evaluate employee performance.
+- Maintain knowledge of current developments in area of expertise.
+- Manage control system activities in organizations.
+- Monitor flow of cash or other resources.
+- Monitor organizational compliance with regulations.
+- Prepare financial documents, reports, or budgets.
+- Prepare operational budgets.
+- Prepare reports related to compliance matters.
+- Recommend organizational process or policy changes.
+- Supervise employees.
--- a/references/tools.md
+++ b/references/tools.md
@@ -0,0 +1,68 @@
+# Tools & technology — financial controller
+
+Source: O*NET 30.3 'Software Skills' for 11-3031.01.
+
+| Software | Category | Hot technology |
+|---|---|---|
+| Intuit QuickBooks | Accounting software | yes |
+| Microsoft Access | 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 Outlook | Electronic mail software | yes |
+| Oracle PeopleSoft | Enterprise resource planning ERP software | yes |
+| SAP software | Enterprise resource planning ERP software | yes |
+| Microsoft Office software | Office suite software | yes |
+| Microsoft PowerPoint | Presentation software | yes |
+| Microsoft Project | Project management software | yes |
+| Oracle Primavera Enterprise Project Portfolio Management | Project management software | yes |
+| Microsoft Excel | Spreadsheet software | yes |
+| Hypertext markup language HTML | Web platform development software | yes |
+| Microsoft Word | Word processing software | yes |
+| Fund accounting software | Accounting software |  |
+| Hyperion Enterprise | Accounting software |  |
+| Job costing software | Accounting software |  |
+| MYOB Premier Accounting Small Business Suite | Accounting software |  |
+| Sage 50 Accounting | Accounting software |  |
+| Sage Fixed Asset Solution FAS | Accounting software |  |
+| Sage MIP Fund Accounting | Accounting software |  |
+| Tax software | Accounting software |  |
+| IBM Cognos Impromptu | Business intelligence and data analysis software |  |
+| Oracle Business Intelligence Enterprise Edition | Business intelligence and data analysis software |  |
+| Blackbaud The Raiser's Edge | Customer relationship management CRM software |  |
+| SAP Crystal Reports | Data base reporting software |  |
+| FileMaker Pro | Data base user interface and query software |  |
+| Microsoft SharePoint Server | Document management software |  |
+| ADERANT Expert Back Office, Powered by Keystone | Enterprise resource planning ERP software |  |
+| ADP software | Enterprise resource planning ERP software |  |
+| Deltek professional services software | Enterprise resource planning ERP software |  |
+| Exact Software Macola ES | Enterprise resource planning ERP software |  |
+| Hyperion Solutions System 9 Planning | Enterprise resource planning ERP software |  |
+| Infor ERP SyteLine | Enterprise resource planning ERP software |  |
+| Microsoft Dynamics | Enterprise resource planning ERP software |  |
+| Microsoft Dynamics GP | Enterprise resource planning ERP software |  |
+| Microsoft Dynamics SL | 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 |  |
+| Microsoft FRx | Financial analysis software |  |
+| Oracle E-Business Suite Financials | Financial analysis software |  |
+| Oracle Hyperion Planning | Financial analysis software |  |
+| ADP Workforce Now | Human resources software |  |
+| Automatic Data Processing PC payroll for windows PCPW | Human resources software |  |
+| Corel QuattroPro | Spreadsheet software |  |
+| IBM Lotus 1-2-3 | Spreadsheet software |  |
+
+<!-- market-evidence -->
+
+## Market evidence (job-ad analysis, 38 ads, as of 2026-07-11)
+
+Share of analyzed job ads mentioning the item (threshold ≥ 20 %). Source: JSearch/Adzuna APIs.
+
+### Tools
+
+- Microsoft Excel — **37 %**
+
+<!-- market-evidence -->