feat: financial-manager skill package v0.1.0

This commit is contained in:
skillfactor-pipeline
2026-08-14 16:20:19 +02:00
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# Data provenance — financial-manager
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-manager
"ESCO (occupation & competences)" : 107
"O*NET (tasks & tools)" : 100
"Job boards (market evidence)" : 90
"Anthropic official Claude skills" : 7
"External AI skill packs (mapped)" : 178
```
| Source | Items | Share | Files |
|---|---|---|---|
| ESCO (occupation & competences) | 107 | 22.2 % | references/profile.md, references/skills.md |
| O*NET (tasks & tools) | 100 | 20.7 % | references/tasks.md, references/tools.md |
| Job boards (market evidence) | 90 | 18.7 % | 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 | 7 | 1.5 % | references/ai-skills.md, section "anthropics/skills" (official Claude Code skills) |
| External AI skill packs (mapped) | 178 | 36.9 % | 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).

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---
name: financial-manager
description: "Occupational skill for the role 'financial manager' (also: CFO, financial director, finance manager, chief financial officer, financial administrator, finance chief). Use when the user asks for typical financial manager work such as: Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.; Plan, direct, or coordinate the activities of workers in branches, offices, or departments of establishments, such as branch banks, brokerage firms, risk and insurance departments, or credit departments.; Recruit staff members."
---
# Financial Manager
Financial managers handle all the matters in reference to the finance and investments of a company. They manage financial operations of companies such as the assets, liabilities, equity and cash flow aiming to maintain the financial health of the company and operative viability. Financial managers evaluate the strategic plans of the company in financial terms, maintain transparent financial operations for taxation and auditing bodies, and create the financial statements of the company at the end of the fiscal year.
## Core workflow
1. Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
2. Plan, direct, or coordinate the activities of workers in branches, offices, or departments of establishments, such as branch banks, brokerage firms, risk and insurance departments, or credit departments.
3. Recruit staff members.
4. Evaluate data pertaining to costs to plan budgets.
5. Oversee training programs.
6. Oversee the flow of cash or financial instruments.
## 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
- accounting department processes
- accounting entries
- accounting techniques
- advise on financial matters
- analyse business plans
- analyse financial performance of a company
- analyse market financial trends
- banking activities
- control financial resources
- cost management
- create a financial plan
- create a financial report
- economics
- enforce financial policies
## Hot technologies
- Intuit QuickBooks
- IBM SPSS Statistics
- SAS
- Alteryx software
- Tableau
- Salesforce software
- Teradata Database
- Microsoft Access
- Microsoft SQL Server
- Oracle Database
<!-- hot-tech -->
## Hot technologies
Top tools from 38 gated job ads (see references/market.md, as of 2026-07-11):
- Microsoft Excel — 32 %
- Cognos — 11 %
- Microsoft PowerPoint — 11 %
- SAP — 11 %
- Essbase — 8 %
- JD Edwards — 8 %
- Lawson — 8 %
- Microsoft Office — 8 %
- Microsoft Word — 8 %
- MS Access — 8 %
<!-- hot-tech -->
---
*Sources: ESCO v1.2.1 (http://data.europa.eu/esco/occupation/30f3ea93-882a-4525-841c-1d5b4b64076f), O*NET 30.3 (11-3031.00). See manifest.json for licensing/attribution.*

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{
"name": "financial-manager",
"title": "financial manager",
"version": "0.1.0",
"layer": "core",
"language": "en",
"generated": "2026-07-07",
"ids": {
"esco_uri": "http://data.europa.eu/esco/occupation/30f3ea93-882a-4525-841c-1d5b4b64076f",
"esco_code": "1211.1",
"isco_group": "1211",
"onet_soc": "11-3031.00",
"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": 17,
"dwas": 18,
"skills_essential": 38,
"skills_optional": 68,
"software": 64
},
"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": 4
},
"wshobson/agents": {
"repo": "https://github.com/wshobson/agents",
"commit": "6fd3247",
"license": "MIT (c) Seth Hobson",
"skills": 1
},
"nexscope-ai/eCommerce-Skills": {
"repo": "https://github.com/nexscope-ai/eCommerce-Skills",
"commit": "56f3288",
"license": "MIT",
"skills": 4
},
"alirezarezvani/claude-skills": {
"repo": "https://github.com/alirezarezvani/claude-skills",
"commit": "0241f43",
"license": "MIT",
"skills": 3
},
"brycewang-stanford/Auto-Empirical-Research-Skills": {
"repo": "https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills",
"commit": "85bf545",
"license": "CC-BY-4.0",
"skills": 3
},
"jeremylongshore/claude-code-plugins-plus-skills": {
"repo": "https://github.com/jeremylongshore/claude-code-plugins-plus-skills",
"commit": "e112938a",
"license": "MIT",
"skills": 12
},
"ferdinandobons/startup-skill": {
"repo": "https://github.com/ferdinandobons/startup-skill",
"commit": "a5f97c3",
"license": "MIT",
"skills": 1
},
"davepoon/buildwithclaude": {
"repo": "https://github.com/davepoon/buildwithclaude",
"commit": "3c94e0c",
"license": "MIT",
"skills": 1
},
"mohitagw15856/pm-claude-skills": {
"repo": "https://github.com/mohitagw15856/pm-claude-skills",
"commit": "876fa30",
"license": "MIT",
"skills": 3
},
"open-gitagent/opengap": {
"repo": "https://github.com/open-gitagent/opengap",
"commit": "d7a8e2e",
"license": "MIT",
"skills": 1
},
"a5c-ai/babysitter": {
"repo": "https://github.com/a5c-ai/babysitter",
"commit": "44a5d58b",
"license": "MIT",
"skills": 11
},
"coreyhaines31/makerskills": {
"repo": "https://github.com/coreyhaines31/makerskills",
"commit": "17218de",
"license": "MIT",
"skills": 2
},
"foryourhealth111-pixel/Vibe-Skills": {
"repo": "https://github.com/foryourhealth111-pixel/Vibe-Skills",
"commit": "34429a8",
"license": "Apache-2.0",
"skills": 2
},
"nexu-io/open-design": {
"repo": "https://github.com/nexu-io/open-design",
"commit": "4b66023",
"license": "Apache-2.0",
"skills": 2
},
"affaan-m/everything-claude-code": {
"repo": "https://github.com/affaan-m/everything-claude-code",
"commit": "ed38744",
"license": "MIT",
"skills": 1
},
"vibeeval/vibecosystem": {
"repo": "https://github.com/vibeeval/vibecosystem",
"commit": "cea9462",
"license": "MIT",
"skills": 2
},
"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
},
"himself65/finance-skills": {
"repo": "https://github.com/himself65/finance-skills",
"commit": "87f688e",
"license": "MIT",
"skills": 1
},
"kazukinagata/shinkoku": {
"repo": "https://github.com/kazukinagata/shinkoku",
"commit": "e610b30",
"license": "MIT",
"skills": 1
},
"ahacker-1/cre-agent-skills": {
"repo": "https://github.com/ahacker-1/cre-agent-skills",
"commit": "618734e",
"license": "Apache-2.0",
"skills": 1
},
"harperreed/dotfiles": {
"repo": "https://github.com/harperreed/dotfiles",
"commit": "6b5ced1",
"license": "MIT",
"skills": 1
},
"mukul975/Anthropic-Cybersecurity-Skills": {
"repo": "https://github.com/mukul975/Anthropic-Cybersecurity-Skills",
"commit": "673da1f",
"license": "Apache-2.0",
"skills": 1
},
"davila7/claude-code-templates": {
"repo": "https://github.com/davila7/claude-code-templates",
"commit": "fa79251",
"license": "MIT",
"skills": 5
},
"nowork-studio/NotFair": {
"repo": "https://github.com/nowork-studio/NotFair",
"commit": "99bda4b",
"license": "MIT",
"skills": 1
},
"gooseworks-ai/goose-skills": {
"repo": "https://github.com/gooseworks-ai/goose-skills",
"commit": "94ec916",
"license": "no explicit license \u2014 referenced by link only",
"skills": 3
},
"hoangsonww/Claude-Code-Agent-Monitor": {
"repo": "https://github.com/hoangsonww/Claude-Code-Agent-Monitor",
"commit": "8f87ce1",
"license": "MIT",
"skills": 1
},
"wanshuiyin/Auto-claude-code-research-in-sleep": {
"repo": "https://github.com/wanshuiyin/Auto-claude-code-research-in-sleep",
"commit": "eb5c9d7",
"license": "MIT",
"skills": 1
},
"elementalsouls/Claude-BugHunter": {
"repo": "https://github.com/elementalsouls/Claude-BugHunter",
"commit": "05098fc",
"license": "MIT",
"skills": 1
},
"serejaris/personal-corp-skills": {
"repo": "https://github.com/serejaris/personal-corp-skills",
"commit": "b517d36",
"license": "MIT",
"skills": 1
},
"serejaris/personal-corp-os": {
"repo": "https://github.com/serejaris/personal-corp-os",
"commit": "9d3660e",
"license": "MIT",
"skills": 1
},
"rohitg00/pro-workflow": {
"repo": "https://github.com/rohitg00/pro-workflow",
"commit": "5c313e2",
"license": "no explicit license \u2014 referenced by link only",
"skills": 1
},
"sanjay3290/ai-skills": {
"repo": "https://github.com/sanjay3290/ai-skills",
"commit": "3619692",
"license": "Apache-2.0",
"skills": 1
},
"AgriciDaniel/claude-ads": {
"repo": "https://github.com/AgriciDaniel/claude-ads",
"commit": "669c760",
"license": "MIT",
"skills": 1
},
"Ericyoung-183/alpha-insights": {
"repo": "https://github.com/Ericyoung-183/alpha-insights",
"commit": "30c1e87",
"license": "MIT",
"skills": 1
}
},
"total_skills": 80,
"tiers": {
"core": 75,
"adjacent": 5
}
},
"provenance": {
"items": {
"esco": 107,
"onet": 100,
"jobads": 90,
"wiki_ai": 0,
"anthropic": 7,
"ai_skills": 178,
"stackx": 0
},
"share_percent": {
"esco": 22.2,
"onet": 20.7,
"jobads": 18.7,
"wiki_ai": 0.0,
"anthropic": 1.5,
"ai_skills": 36.9,
"stackx": 0.0
},
"method": "content items per source category"
},
"collar": "white",
"computer_work": true
}

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# External AI agent skills — financial-manager
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) |
| `pptx` | adjacent | Use this skill any time a .pptx or .potx file is involved in any way — as input, output, or both. This includes: creating slide decks, pitch decks, or presentations; reading, parsing, or extracting text from any .pptx or .potx file (even … | [source](https://github.com/anthropics/skills/tree/main/skills/pptx) |
| `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 |
|---|---|---|---|
| `team-collaboration-dx-optimizer (agent)` | adjacent | Developer Experience specialist. Improves tooling, setup, and workflows. Use PROACTIVELY when setting up new projects, after team feedback, or when development friction is noticed. | [source](https://github.com/wshobson/agents/tree/main/plugins/team-collaboration/agents/dx-optimizer.md) |
## 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) |
| `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) |
| `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) |
| `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) |
| `context-engineering` | core | Context window monitoring and budget management. Keeps orchestrator at 15-30% context usage while subagents get full 200k tokens. Provides warnings at thresholds, context-aware summarization triggers, and wave-level budget planning. | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/methodologies/gsd/skills/context-engineering) |
| `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) |
| `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) |
| `dcf-valuation-modeler` | core | Discounted Cash Flow model builder for comprehensive company valuations with WACC calculation, terminal value estimation, and sensitivity analysis | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/dcf-valuation-modeler) |
| `grant-proposal-writing` | core | Develop compelling funding proposals for foundations, government agencies, and corporations including narrative development, budget creation, and compliance documentation | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/social-sciences-humanities/arts-culture/skills/grant-proposal-writing) |
| `comparable-company-analyzer` | core | Public company comparable analysis skill with peer selection, multiple calculation, and football field visualization | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/comparable-company-analyzer) |
## 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: AgriciDaniel/claude-ads
- Repository: [https://github.com/AgriciDaniel/claude-ads](https://github.com/AgriciDaniel/claude-ads) (commit `669c760`, retrieved 2026-07-14)
- License: MIT
| Skill | Tier | What it adds | Upstream |
|---|---|---|---|
| `ads-plan` | core | Create a professional paid-advertising strategy covering objectives, economics, platform selection, campaign architecture, audiences, budget, creative, measurement, experiments, governance, rollout, and reporting. Use for ad plan, media … | [source](https://github.com/AgriciDaniel/claude-ads/tree/669c760/skills/ads-plan) |
## 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) |
| `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) |
## 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) |
| `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) |
| `business-skills` | core | 5 business research skills. Trigger: business strategy, market analysis, competitive intelligence. Design: analytical frameworks and methods for management and innovation research. | [source](https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills/tree/85bf545/skills/43-wentorai-research-plugins/skills/domains/business) |
## 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) |
| `company-cfo` | core | Monthly CFO workflow for a company or agency — pull raw data from bank + payment processor + payroll + expense management, categorize and reconcile, compute end-of-month cash via transaction-sum method, update a scenario projector for … | [source](https://github.com/coreyhaines31/makerskills/tree/17218de/skills/company-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 |
|---|---|---|---|
| `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) |
| `code-review-excellence` | core | Transform code reviews from gatekeeping to knowledge sharing through constructive feedback, systematic analysis, and collaborative improvement. | [source](https://github.com/davila7/claude-code-templates/tree/fa79251/cli-tool/components/skills/productivity/code-review-excellence) |
| `lint-and-validate` | core | Automatic quality control, linting, and static analysis procedures. Use after every code modification to ensure syntax correctness and project standards. Triggers onKeywords: lint, format, check, validate, types, static analysis. | [source](https://github.com/davila7/claude-code-templates/tree/fa79251/cli-tool/components/skills/development/lint-and-validate) |
| `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) |
| `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: 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: Ericyoung-183/alpha-insights
- Repository: [https://github.com/Ericyoung-183/alpha-insights](https://github.com/Ericyoung-183/alpha-insights) (commit `30c1e87`, retrieved 2026-07-14)
- License: MIT
| Skill | Tier | What it adds | Upstream |
|---|---|---|---|
| `alpha-insights` | core | Business Analyst Skill. Triggered when users ask about business analysis, industry research, competitive analysis, product analysis, business model analysis, business opportunity discovery, market entry strategy, investment decisions, … | [source](https://github.com/Ericyoung-183/alpha-insights/tree/30c1e87) |
## Source: ferdinandobons/startup-skill
- Repository: [https://github.com/ferdinandobons/startup-skill](https://github.com/ferdinandobons/startup-skill) (commit `a5f97c3`, retrieved 2026-07-14)
- License: MIT
| Skill | Tier | What it adds | Upstream |
|---|---|---|---|
| `startup-design` | core | Design, validate, and plan a startup from scratch. Covers market research, competitive analysis, business model, brand identity, product definition, financial projections, and validation experiments. Trigger when the user has a startup … | [source](https://github.com/ferdinandobons/startup-skill/tree/a5f97c3/startup-design) |
## 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: gooseworks-ai/goose-skills
- Repository: [https://github.com/gooseworks-ai/goose-skills](https://github.com/gooseworks-ai/goose-skills) (commit `94ec916`, retrieved 2026-07-14)
- License: no explicit license — referenced by link only
| Skill | Tier | What it adds | Upstream |
|---|---|---|---|
| `newsletter-monitor` | core | Scan an AgentMail inbox for newsletter signals using configurable keyword campaigns. Extracts matched keywords, context snippets, and company mentions from incoming emails. Use for monitoring accounting industry newsletters for buying … | [source](https://github.com/gooseworks-ai/goose-skills/tree/94ec916/skills/monitoring/composites/newsletter-monitor) |
| `ad-campaign-analyzer` | core | Analyze ad campaign performance data (Google, Meta, LinkedIn) to identify what's working, what's wasting budget, and specific cut/scale/test recommendations. Runs statistical analysis, funnel diagnostics, and multi-channel budget … | [source](https://github.com/gooseworks-ai/goose-skills/tree/94ec916/skills/ads/composites/ad-campaign-analyzer) |
| `company-current-gtm-analysis` | core | Comprehensive GTM analysis of any target company. Researches what a company is currently doing across all go-to-market dimensions — content/blog, founder LinkedIn activity, SEO/traffic, hiring signals, social/community presence, customer … | [source](https://github.com/gooseworks-ai/goose-skills/tree/94ec916/skills/competitive-intel/composites/company-current-gtm-analysis) |
## Source: harperreed/dotfiles
- Repository: [https://github.com/harperreed/dotfiles](https://github.com/harperreed/dotfiles) (commit `6b5ced1`, retrieved 2026-07-14)
- License: MIT
| Skill | Tier | What it adds | Upstream |
|---|---|---|---|
| `personal-finance-planning` | core | Use when asked to organize finances, create a budget, plan debt payoff, build savings goals, audit subscriptions, or do any personal money management task. Triggers on "budget", "finances", "savings", "debt", "subscriptions", "emergency … | [source](https://github.com/harperreed/dotfiles/tree/6b5ced1/.claude/skills-archive/personal-finance-planning) |
## 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: hoangsonww/Claude-Code-Agent-Monitor
- Repository: [https://github.com/hoangsonww/Claude-Code-Agent-Monitor](https://github.com/hoangsonww/Claude-Code-Agent-Monitor) (commit `8f87ce1`, retrieved 2026-07-14)
- License: MIT
| Skill | Tier | What it adds | Upstream |
|---|---|---|---|
| `budget-set` | core | Define a spend budget for Claude Code and, optionally, create a cost alert rule that fires when usage crosses the limit, via POST /api/alerts/rules on the Agent Monitor dashboard. Reads current spend from /api/pricing/cost to size the … | [source](https://github.com/hoangsonww/Claude-Code-Agent-Monitor/tree/8f87ce1/plugins/ccam-cost-guard/skills/budget-set) |
## 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-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-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-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) |
| `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-cost-tuning` | core | Ramp cost tuning \u2014 corporate card and expense management API integration.\n\ Use when working with Ramp for card management, expenses, or accounting sync.\n\ Trigger with phrases like \"ramp cost tuning\", \"ramp-cost-tuning\", … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/ramp-pack/skills/ramp-cost-tuning) |
| `apify-cost-tuning` | core | Optimize Apify platform costs through memory tuning, compute unit management, and proxy budgeting. Use when analyzing Apify billing, reducing Actor run costs, or implementing usage monitoring and budget alerts. Trigger: "apify cost", … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/apify-pack/skills/apify-cost-tuning) |
| `clay-cost-tuning` | core | Optimize Clay credit spending with provider key management, waterfall tuning, and budget controls. Use when analyzing Clay costs, reducing credit consumption, or implementing spending alerts and caps. Trigger with phrases like "clay cost", … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/clay-pack/skills/clay-cost-tuning) |
| `klaviyo-cost-tuning` | core | Optimize Klaviyo costs through plan selection, contact management, and usage monitoring. Use when analyzing Klaviyo billing, reducing active profile costs, or implementing usage monitoring and budget alerts. Trigger with phrases like … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/klaviyo-pack/skills/klaviyo-cost-tuning) |
| `ramp-enterprise-rbac` | core | Ramp enterprise rbac \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 enterprise rbac\", … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/ramp-pack/skills/ramp-enterprise-rbac) |
## 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-due-diligence` | core | Generate a financial due diligence checklist and analysis framework for any investment, acquisition, or partnership. Use when asked for a due diligence checklist, M&A financial review, investment analysis framework, or vendor financial … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-finance/skills/financial-due-diligence) |
| `budget-variance-analysis` | core | Produce a structured budget variance analysis from actual vs budget figures. Use when asked to analyse budget variances, explain underspend or overspend, write a variance commentary, or investigate why actuals differ from plan. Produces a … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-finance/skills/budget-variance-analysis) |
| `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: 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) |
## 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 |
|---|---|---|---|
| `ecommerce-business-plan` | core | Create a comprehensive e-commerce business plan. Market analysis, financial projections, marketing strategy, operations planning, and milestone roadmap for new or growing e-commerce businesses. | [source](https://github.com/nexscope-ai/eCommerce-Skills/tree/56f3288/ecommerce-business-plan) |
| `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-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) |
| `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: nexu-io/open-design
- Repository: [https://github.com/nexu-io/open-design](https://github.com/nexu-io/open-design) (commit `4b66023`, retrieved 2026-07-14)
- License: Apache-2.0
| Skill | Tier | What it adds | Upstream |
|---|---|---|---|
| `finance-report` | core | Quarterly / monthly financial report — masthead with KPIs, revenue and burn charts, P&L summary table, top-line highlights, and an outlook paragraph. Use when the brief mentions "financial report", "Q3 report", "MRR review", "P&L", or "财报". | [source](https://github.com/nexu-io/open-design/tree/4b66023/design-templates/finance-report) |
| `dcf-valuation` | core | Discounted cash flow valuation and intrinsic value analysis for public companies. Use when the brief asks for DCF, fair value, intrinsic value, price target, undervalued or overvalued analysis, or "what is this company worth? | [source](https://github.com/nexu-io/open-design/tree/4b66023/design-templates/dcf-valuation) |
## Source: nowork-studio/NotFair
- Repository: [https://github.com/nowork-studio/NotFair](https://github.com/nowork-studio/NotFair) (commit `99bda4b`, retrieved 2026-07-14)
- License: MIT
| Skill | Tier | What it adds | Upstream |
|---|---|---|---|
| `google-ads` | core | Manage Google Ads — performance, keywords, bids, budgets, negatives, campaigns, ads, search terms, QS, location targeting, bulk operations, experiments, asset management, portfolio bidding, offline conversions. Use for any mention of … | [source](https://github.com/nowork-studio/NotFair/tree/99bda4b/google-ads/manage) |
## 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: rohitg00/pro-workflow
- Repository: [https://github.com/rohitg00/pro-workflow](https://github.com/rohitg00/pro-workflow) (commit `5c313e2`, retrieved 2026-07-14)
- License: no explicit license — referenced by link only
| Skill | Tier | What it adds | Upstream |
|---|---|---|---|
| `context-optimizer` | core | Optimize token usage and context management. Use when sessions feel slow, context is degraded, or you're running out of budget. | [source](https://github.com/rohitg00/pro-workflow/tree/5c313e2/skills/context-optimizer) |
## 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 |
|---|---|---|---|
| `deep-research` | core | Execute autonomous multi-step research using Google Gemini Deep Research Agent. Use for: market analysis, competitive landscaping, literature reviews, technical research, due diligence. Takes 2-10 minutes but produces detailed, cited … | [source](https://github.com/sanjay3290/ai-skills/tree/3619692/skills/deep-research) |
## Source: serejaris/personal-corp-os
- Repository: [https://github.com/serejaris/personal-corp-os](https://github.com/serejaris/personal-corp-os) (commit `9d3660e`, retrieved 2026-07-14)
- License: MIT
| Skill | Tier | What it adds | Upstream |
|---|---|---|---|
| `ceo-council` | core | Use when needing strategic project analysis from multiple independent expert perspectives. Triggers on business decisions, growth strategy, product direction, competitive analysis, or any situation where diverse C-level opinions reduce … | [source](https://github.com/serejaris/personal-corp-os/tree/9d3660e/skills/ceo-council) |
## Source: serejaris/personal-corp-skills
- Repository: [https://github.com/serejaris/personal-corp-skills](https://github.com/serejaris/personal-corp-skills) (commit `b517d36`, retrieved 2026-07-14)
- License: MIT
| Skill | Tier | What it adds | Upstream |
|---|---|---|---|
| `ceo-council` | core | Use when needing strategic project analysis from multiple independent expert perspectives. Triggers on business decisions, growth strategy, product direction, competitive analysis, or any situation where diverse C-level opinions reduce … | [source](https://github.com/serejaris/personal-corp-skills/tree/b517d36/skills/ceo-council) |
## 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) |
| `cto-advisor` | core | CTO-level advisory - build vs buy decisions, tech debt quantification, team scaling, ADRs, technology evaluation (RICE), budget planning, TCO, vendor management, DORA/SPACE metrics | [source](https://github.com/vibeeval/vibecosystem/tree/cea9462/skills/cto-advisor) |
## Source: wanshuiyin/Auto-claude-code-research-in-sleep
- Repository: [https://github.com/wanshuiyin/Auto-claude-code-research-in-sleep](https://github.com/wanshuiyin/Auto-claude-code-research-in-sleep) (commit `eb5c9d7`, retrieved 2026-07-14)
- License: MIT
| Skill | Tier | What it adds | Upstream |
|---|---|---|---|
| `system-profile` | core | Profile a target (script, process, GPU, memory, interconnect) for performance analysis. Use when user says \"profile\", \"benchmark\", \"bottleneck\", or wants performance analysis. | [source](https://github.com/wanshuiyin/Auto-claude-code-research-in-sleep/tree/eb5c9d7/skills/skills-codex/system-profile) |

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# Market evidence report — financial-manager
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 | 21 | 55 % |
| senior | 15 | 39 % |
| lead | 2 | 5 % |
## Tools — full market ranking
| # | Item | Ads | Share |
|---|---|---|---|
| 1 | Microsoft Excel | 12 | 32 % |
| 2 | Cognos | 4 | 11 % |
| 3 | Microsoft PowerPoint | 4 | 11 % |
| 4 | SAP | 4 | 11 % |
| 5 | Essbase | 3 | 8 % |
| 6 | JD Edwards | 3 | 8 % |
| 7 | Lawson | 3 | 8 % |
| 8 | Microsoft Office | 3 | 8 % |
| 9 | Microsoft Word | 3 | 8 % |
| 10 | MS Access | 3 | 8 % |
| 11 | Oracle | 3 | 8 % |
| 12 | QuickBooks | 3 | 8 % |
| 13 | SQL | 3 | 8 % |
## Hard skills — full market ranking
| # | Item | Ads | Share |
|---|---|---|---|
| 1 | financial reporting | 14 | 37 % |
| 2 | budgeting | 13 | 34 % |
| 3 | financial analysis | 12 | 32 % |
| 4 | forecasting | 11 | 29 % |
| 5 | data analysis | 8 | 21 % |
| 6 | financial modeling | 8 | 21 % |
| 7 | financial planning | 6 | 16 % |
| 8 | variance analysis | 6 | 16 % |
| 9 | accounting | 5 | 13 % |
| 10 | budget management | 5 | 13 % |
| 11 | budget forecasting | 3 | 8 % |
| 12 | compliance | 3 | 8 % |
| 13 | cost analysis | 3 | 8 % |
## Methods — full market ranking
| # | Item | Ads | Share |
|---|---|---|---|
## Responsibilities — full market ranking
| # | Item | Ads | Share |
|---|---|---|---|
| 1 | financial reporting | 7 | 18 % |
| 2 | financial support | 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 — 37 % (14 ads)
- budgeting — 34 % (13 ads)
- financial analysis — 32 % (12 ads)
- forecasting — 29 % (11 ads)
- data analysis — 21 % (8 ads)
- financial modeling — 21 % (8 ads)
- financial planning — 16 % (6 ads)
- variance analysis — 16 % (6 ads)
- accounting — 13 % (5 ads)
- budget management — 13 % (5 ads)
**Top tools:**
- Microsoft Excel — 32 % (12 ads)
- Cognos — 11 % (4 ads)
- Microsoft PowerPoint — 11 % (4 ads)
- SAP — 11 % (4 ads)
- Essbase — 8 % (3 ads)
- JD Edwards — 8 % (3 ads)
- Lawson — 8 % (3 ads)
- Microsoft Office — 8 % (3 ads)
- Microsoft Word — 8 % (3 ads)
- MS Access — 8 % (3 ads)
**Seniority:** mid 55 % · senior 39 % · 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 Manager | 4 |
| Finance Manager | 2 |
| Senior Financial Manager | 2 |
| Business Financial Manager (Secret Clearance 26-026) with Security Clearance | 1 |
| Business Financial Manager- Proactive Health Office (#26-100) | 1 |
| CFO | 1 |
| CHIEF FINANCIAL OFFICER I | 1 |
| Corporate Finance Senior Manager | 1 |
| Federal Financial Manager | 1 |
| Finance and Business Manager | 1 |
| Finance Director | 1 |
| Finance Manager (Remote) | 1 |
| Finance Manager , AWS Network Finance | 1 |
| Finance Manager, Amazon Rapid Logistics | 1 |
| Finance Manager, Engineering | 1 |
| Finance Manager, USNS, North American Customer Fulfillment | 1 |
| Financial Manager - Critical Power Group - Tysons, VA | 1 |
| FINANCIAL MANAGER-DIRECT HIRE AUTHORITY | 1 |
| Future Opening: Fractional Chief Financial Officer Trades Mosaic | 1 |
| Manager - Financial Transformation & Integration | 1 |
| Navy ERP Financial Manager | Journeyman | 1 |
| Principal Financial Manager with Security Clearance | 1 |
| Private Equity Finance & Ops Associate Path to CFO | 1 |
| Program Finance Manager | 1 |
| Senior Finance Manager - Corporate FP&A | 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.

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# Occupation profile — financial manager
- **ESCO URI:** http://data.europa.eu/esco/occupation/30f3ea93-882a-4525-841c-1d5b4b64076f
- **ESCO code:** 1211.1
- **ISCO-08 group:** 1211 — Finance managers
- **O*NET-SOC:** 11-3031.00 — Financial Managers (match: closeMatch)
## Description (ESCO)
Financial managers handle all the matters in reference to the finance and investments of a company. They manage financial operations of companies such as the assets, liabilities, equity and cash flow aiming to maintain the financial health of the company and operative viability. Financial managers evaluate the strategic plans of the company in financial terms, maintain transparent financial operations for taxation and auditing bodies, and create the financial statements of the company at the end of the fiscal year.
## Definition
nan
## Alternative labels
- CFO
- financial director
- finance manager
- chief financial officer
- financial administrator
- finance chief
- corporate finance manager

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# Competences — financial manager
Source: ESCO v1.2.1 occupation-skill relations (http://data.europa.eu/esco/occupation/30f3ea93-882a-4525-841c-1d5b4b64076f).
## Essential
- **accounting** (knowledge)
- **accounting department processes** (knowledge)
- **accounting entries** (knowledge)
- **accounting techniques** (knowledge)
- **advise on financial matters** (skill/competence)
- **analyse business plans** (skill/competence)
- **analyse financial performance of a company** (skill/competence)
- **analyse market financial trends** (skill/competence)
- **banking activities** (knowledge)
- **control financial resources** (skill/competence)
- **cost management** (knowledge)
- **create a financial plan** (skill/competence)
- **create a financial report** (skill/competence)
- **economics** (knowledge)
- **enforce financial policies** (skill/competence)
- **evaluate budgets** (skill/competence)
- **financial analysis** (knowledge)
- **financial department processes** (knowledge)
- **financial forecasting** (knowledge)
- **financial management** (knowledge)
- **financial statements** (knowledge)
- **follow company standards** (skill/competence)
- **funding methods** (knowledge)
- **liaise with auditors** (skill/competence)
- **liaise with managers** (skill/competence)
- **liquidity management** (knowledge)
- **manage accounts** (skill/competence)
- **manage budgets** (skill/competence)
- **monitor charity's budget** (skill/competence)
- **monitor financial accounts** (skill/competence)
- **prepare financial statements** (skill/competence)
- **prepare tax returns forms** (skill/competence)
- **report on overall management of a business** (skill/competence)
- **securities** (knowledge)
- **strive for company growth** (skill/competence)
- **supervise accounting operations** (skill/competence)
- **support development of annual budget** (skill/competence)
- **tax legislation** (knowledge)
## Optional
- advise on investment (skill/competence)
- advise on public finance (skill/competence)
- advise on risk management (skill/competence)
- advise on tax planning (skill/competence)
- align efforts towards business development (skill/competence)
- analyse financial risk (skill/competence)
- analyse insurance risk (skill/competence)
- assess financial viability (skill/competence)
- bookkeeping regulations (knowledge)
- budget for financial needs (skill/competence)
- budgetary principles (knowledge)
- business loans (knowledge)
- check accounting records (skill/competence)
- collect financial data (skill/competence)
- communicate with banking professionals (skill/competence)
- conduct financial audits (skill/competence)
- corporate law (knowledge)
- debt collection techniques (knowledge)
- debt systems (knowledge)
- develop company strategies (skill/competence)
- develop financial products (skill/competence)
- draft accounting procedures (skill/competence)
- ensure compliance with accounting conventions (skill/competence)
- ensure compliance with company regulations (skill/competence)
- ensure cross-department cooperation (skill/competence)
- ensure information transparency (skill/competence)
- estimate profitability (skill/competence)
- ethics (knowledge)
- execute feasibility study (skill/competence)
- financial jurisdiction (knowledge)
- financial markets (knowledge)
- financial products (knowledge)
- fraud detection (knowledge)
- handle financial transactions (skill/competence)
- implement strategic planning (skill/competence)
- international financial reporting standards (knowledge)
- international trade (knowledge)
- interpret financial statements (skill/competence)
- investment analysis (knowledge)
- liaise with board members (skill/competence)
- liaise with financiers (skill/competence)
- liaise with shareholders (skill/competence)
- maintain records of financial transactions (skill/competence)
- make investment decisions (skill/competence)
- make strategic business decisions (skill/competence)
- manage corporate bank accounts (skill/competence)
- manage financial risk (skill/competence)
- manage profitability (skill/competence)
- manage securities (skill/competence)
- manage staff (skill/competence)
- manage the general ledger (skill/competence)
- national generally accepted accounting principles (knowledge)
- offer financial services (skill/competence)
- operate financial instruments (skill/competence)
- perform cost accounting activities (skill/competence)
- perform project management (skill/competence)
- perform risk analysis (skill/competence)
- perform stock valuation (skill/competence)
- prepare financial auditing reports (skill/competence)
- present reports (skill/competence)
- promote financial products (skill/competence)
- provide financial product information (skill/competence)
- public finance (knowledge)
- real estate market (knowledge)
- statistics (knowledge)
- stock market (knowledge)
- synthesise financial information (skill/competence)
- trace financial transactions (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 — **37 %**
- budgeting — **34 %**
- financial analysis — **32 %**
- forecasting — **29 %**
- financial modeling — **21 %**
- data analysis — **21 %**
### Responsibilities
- financial reporting — **18 %**
<!-- market-evidence -->

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# Tasks & work activities — financial manager
Source: O*NET 30.3, occupation 11-3031.00 (Financial Managers).
## Task statements
- **[Core]** Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
- **[Core]** Plan, direct, or coordinate the activities of workers in branches, offices, or departments of establishments, such as branch banks, brokerage firms, risk and insurance departments, or credit departments.
- **[Core]** Recruit staff members.
- **[Core]** Evaluate data pertaining to costs to plan budgets.
- **[Core]** Oversee training programs.
- **[Core]** Oversee the flow of cash or financial instruments.
- **[Supplemental]** Prepare operational or risk reports for management analysis.
- **[Supplemental]** Examine, evaluate, or process loan applications.
- **[Supplemental]** Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.
- **[Supplemental]** Prepare financial or regulatory reports required by laws, regulations, or boards of directors.
- **[Supplemental]** Develop or analyze information to assess the current or future financial status of firms.
- **[Supplemental]** Communicate with stockholders or other investors to provide information or to raise capital.
- **[Supplemental]** Evaluate financial reporting systems, accounting or collection procedures, or investment activities and make recommendations for changes to procedures, operating systems, budgets, or other financial control functions.
- **[Supplemental]** Network within communities to find and attract new business.
- **[Supplemental]** Review collection reports to determine the status of collections and the amounts of outstanding balances.
- **[Supplemental]** Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.
- **[Supplemental]** Review reports of securities transactions or price lists to analyze market conditions.
## Detailed work activities
- Analyze financial records or reports to determine state of operations.
- Analyze financial records to improve budgeting or planning.
- Analyze financial records to improve efficiency.
- Analyze forecasting data to improve business decisions.
- Approve expenditures.
- Communicate organizational information to customers or other stakeholders.
- Determine pricing or monetary policies.
- Direct financial operations.
- Direct organizational operations, projects, or services.
- Establish interpersonal business relationships to facilitate work activities.
- Maintain regulatory or compliance documentation.
- Monitor flow of cash or other resources.
- Prepare financial documents, reports, or budgets.
- Prepare operational progress or status reports.
- Prepare reports related to compliance matters.
- Recommend organizational process or policy changes.
- Recruit personnel.
- Supervise employees.

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# Tools & technology — financial manager
Source: O*NET 30.3 'Software Skills' for 11-3031.00.
| Software | Category | Hot technology |
|---|---|---|
| Intuit QuickBooks | Accounting software | yes |
| IBM SPSS Statistics | Analytical or scientific software | yes |
| SAS | Analytical or scientific software | yes |
| Alteryx software | Business intelligence and data analysis software | yes |
| Tableau | Business intelligence and data analysis software | yes |
| Salesforce software | Customer relationship management CRM software | yes |
| Teradata Database | Data base management system 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 |
| Structured query language SQL | Data base user interface and query software | yes |
| Yardi software | Data base user interface and query software | yes |
| Microsoft Visual Basic | Development environment software | yes |
| Microsoft Visual Basic for Applications VBA | Development environment software | yes |
| Adobe Acrobat | Document management 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 |
| Workday software | Enterprise resource planning ERP software | yes |
| R | Object or component oriented development software | yes |
| Microsoft Office software | Office suite software | yes |
| Microsoft Windows | 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 |
| Microsoft Word | Word processing software | yes |
| Accounts receivable software | Accounting software | |
| Fund accounting software | Accounting software | |
| Sage 50 Accounting | Accounting software | |
| Tax software | Accounting 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 | |
| Tax compliance property tax management software | Compliance software | |
| Blackbaud The Raiser's Edge | Customer relationship management CRM software | |
| SAP Crystal Reports | Data base reporting software | |
| Database software | Data base user interface and query software | |
| FileMaker Pro | Data base user interface and query software | |
| IBM Notes | Electronic mail software | |
| Microsoft Exchange | Electronic mail 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 | |
| IBM Power Systems software | Enterprise system management software | |
| ARES Corporation PRISM Project Estimator | Financial analysis software | |
| Credit management software | Financial analysis software | |
| Delphi Technology | Financial analysis software | |
| Oracle E-Business Suite Financials | Financial analysis software | |
| ADP Workforce Now | Human resources software | |
| Human resource information system (HRIS) | Human resources software | |
| Human resource management software HRMS | Human resources software | |
| LexisNexis | Information retrieval or search software | |
| Healthcare common procedure coding system HCPCS | Medical software | |
| Moody's KMV FAMAS | 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 — **32 %**
<!-- market-evidence -->