Comprehensive finance skill merging Perplexity Computer's 7 finance + investment research skills with Claude Code's data science, data engineering, and financial analysis skills.
| Section | Description |
|---|---|
| Financial Statements | GAAP templates, ratio analysis, DCF valuation |
| Journal Entries | 6 JE templates, month-end accrual checklist |
| Reconciliation | Bank recs, GL-to-subledger, reconciling items |
| Close Management | 15-day close calendar, task tracker |
| Variance Analysis | Price/volume/mix decomposition, waterfall narrative |
| Audit Support | SOX compliance, sample selection, workpapers |
| Markets & Investment | Real-time data, famous investor frameworks |
| Data Engineering | dbt models, Airflow DAGs, pipeline architecture |
| ML & Forecasting | Revenue forecasting, anomaly detection |
| Invoice Management | Parsing, categorization, retention |
Perplexity Computer: finance-markets, finance-financial-statements, finance-variance-analysis, finance-journal-entry-prep, finance-reconciliation, finance-close-management, finance-audit-support, investment-research
Claude Code: Invoice Organizer, Senior Data Scientist, Senior Data Engineer, Financial Analyst, Senior ML Engineer (alirezarezvani/claude-skills)
Upload the SKILL.md file to your Perplexity Computer user settings or Claude Code skills directory.
MIT