finance-advisor

Performs financial planning, budget analysis, cash flow forecasting, and investment evaluation for businesses. Creates budget templates with variance tracking, generates P&L and cash flow reports, analyzes expenses against forecasts, calculates NPV/IRR for investment decisions, and builds financial dashboards with KPI tracking. Use when the user asks about budgets, financial forecasts, P&L statements, cash flow analysis, expense tracking, cost reduction, ROI calculations, audit preparation, tax planning, or business investment decisions.

Quality

85%

Does it follow best practices?

Impact

—

No eval scenarios have been run

Securityby

Passed

No known issues

Quality

Content

70%

Reviews the quality of instructions and guidance provided to agents. Good implementation is clear, handles edge cases, and produces reliable results.

This is a well-structured financial advisory skill with strong workflow clarity and good progressive disclosure. Its main weaknesses are moderate verbosity (some explanatory text Claude doesn't need) and partial actionability since the Python modules are referenced but not provided, making the guidance dependent on external files that may or may not exist. The SQL example is a strong point as it's fully executable.

Suggestions

Trim explanatory prose—remove descriptions of what columns DataFrames contain and what methods return when the signatures already make this clear.

Either provide the full implementation of CASH_FLOW.py and INVESTMENT.py in the referenced files, or include minimal but complete inline implementations so the skill is self-contained enough to be actionable.

Dimension	Reasoning	Score
Conciseness	The skill is reasonably well-structured but includes some unnecessary verbosity—e.g., emoji headers, explanatory prose that Claude doesn't need (like explaining what columns a DataFrame has), and some redundant restatement of thresholds across sections. Could be tightened by ~30%.	2 / 3
Actionability	Provides concrete SQL and Python usage examples, but the Python code references modules (CASH_FLOW.py, INVESTMENT.py) that are described but not provided inline—only signatures and brief descriptions are given. The SQL is executable but the Python examples depend on external files whose contents aren't shown, making them not fully copy-paste ready.	2 / 3
Workflow Clarity	The 4-step workflow is clearly sequenced with explicit validation gates at each step, including reconciliation checks, approval sign-offs, and methodology confirmation before publishing. The feedback loop (halt and report discrepancy > 0.1%) is well-defined for the data validation step.	3 / 3
Progressive Disclosure	Content is well-organized with a clear overview structure. References to external files (BUDGET_QUERIES.sql, CASH_FLOW.py, INVESTMENT.py, REPORT_TEMPLATE.md) are one level deep and clearly signaled. Brief signatures and usage examples are shown inline while full implementations are deferred appropriately.	3 / 3
	Total	10 / 12 Passed

Description

100%

Based on the skill's description, can an agent find and select it at the right time? Clear, specific descriptions lead to better discovery.

This is an excellent skill description that covers all dimensions well. It provides specific concrete actions, comprehensive trigger terms that users would naturally use, explicit 'Use when' guidance, and occupies a clearly distinct financial planning niche. The description is well-structured, uses third person voice throughout, and balances detail with readability.

Dimension	Reasoning	Score
Specificity	Lists multiple specific concrete actions: creates budget templates with variance tracking, generates P&L and cash flow reports, analyzes expenses against forecasts, calculates NPV/IRR, and builds financial dashboards with KPI tracking.	3 / 3
Completeness	Clearly answers both 'what' (financial planning, budget analysis, cash flow forecasting, investment evaluation with specific deliverables) and 'when' with an explicit 'Use when...' clause listing numerous trigger scenarios.	3 / 3
Trigger Term Quality	Excellent coverage of natural terms users would say: budgets, financial forecasts, P&L statements, cash flow analysis, expense tracking, cost reduction, ROI calculations, audit preparation, tax planning, business investment decisions. These are all terms a user would naturally use.	3 / 3
Distinctiveness Conflict Risk	Clearly occupies a distinct niche in business financial planning and analysis. The specific financial terminology (NPV/IRR, P&L, variance tracking, KPI dashboards) makes it unlikely to conflict with general data analysis or spreadsheet skills.	3 / 3
	Total	12 / 12 Passed

Validation

90%

Warnings & errors only

Checks the skill against the spec for correct structure and formatting. All validation checks must pass before discovery and implementation can be scored.

Validation — 10 / 11 Passed

Validation for skill structure

Criteria	Description	Result
frontmatter_unknown_keys	Unknown frontmatter key(s) found; consider removing or moving to metadata	Warning

	Total	10 / 11 Passed

Repository: OpenRoster-ai/awesome-agents
Commit: 010799b

Reviewed: 3 months ago

Table of Contents

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