← ClaudeAtlas

excel-analyst-prolisted

Create or revise local Excel workbooks for DCF valuation, LBO returns, or budget-versus-actual variance analysis when the user explicitly requests a spreadsheet artifact. Use when evidence-backed finance models need reviewable formulas and checks. Trigger with explicit requests for a DCF, LBO, or variance workbook. Do not use for native pivot tables or charts, live market data, or generic financial advice.
jeremylongshore/excel-analyst-pro-skill-md · ★ 56 · Data & Documents · score 80
Install: claude install-skill jeremylongshore/excel-analyst-pro-skill-md
# Excel Analyst Pro ## Overview Build reviewable finance workbooks without inventing source data, silently changing workbook features, or claiming calculations that were not recalculated. Only `Read` is preapproved by this entrypoint; use other tools only when they are available, needed, and authorized in the active harness. ## Prerequisites - Supplied financial evidence or an existing workbook appropriate to the request. - An agreed output path, currency, units, and period convention. - For artifact creation, an authorized spreadsheet tool that passes the capability gate in the tooling reference. ## Instructions ### Route the request Read only the references needed for the current request: - Before any workbook write, read [the artifact contract](references/artifact-contract.md). - For a DCF, read [DCF modeling](references/dcf.md). - For an LBO, read [LBO modeling](references/lbo.md). - For budget, forecast, or period variance, read [variance analysis](references/variance.md). - When selecting or checking spreadsheet tooling, read [tooling boundaries](references/tooling.md). Native pivot tables, charts, slicers, What-If Data Tables, and other Excel-only objects are outside the bundled adapter's supported surface. Explain the boundary and offer a formula-backed summary table or a tool-neutral implementation plan. Never claim an unsupported artifact was created. ### Shared workflow 1. Confirm the requested mode, input files, output path, reporting currency, uni