Financial Analysis

Build an integrated income statement, balance sheet, and cash flow model with proper linkages and driver-based forecasting.

Audit financial spreadsheets for formula errors, broken links, hardcoded values, and structural inconsistencies.

Clean and standardize raw financial data — fix formatting, remove duplicates, normalize units, and prepare for analysis.

Map the competitive landscape for a company or sector, identifying key players, positioning, and market share dynamics.

Build a comparable company analysis with standardized financial metrics, trading multiples, and peer group benchmarking.

Build a discounted cash flow model with scenario analysis, sensitivity tables, and WACC derivation.

Refresh and update an existing financial presentation deck with new data, revised charts, and updated commentary.

Review investment banking presentation decks for accuracy, consistency, formatting standards, and completeness.

Build a leveraged buyout model with debt schedule, returns analysis, and sensitivity tables for private equity transactions.

Create structured PowerPoint templates for financial presentations with consistent formatting, master slides, and data placeholders.

Create new financial analysis SKILL.md files by extracting workflows from existing processes and formatting them as reusable skills.

Analyze bond futures basis relationships, cheapest-to-deliver dynamics, and carry trade opportunities in fixed income futures markets.

Identify relative value opportunities across the yield curve, sectors, and credit quality tiers in fixed income markets.

Analyze fixed income portfolios for duration, credit exposure, yield, and risk-adjusted performance using LSEG data.

Identify and analyze foreign exchange carry trade opportunities, modeling interest rate differentials, volatility, and risk-adjusted returns.

Monitor macro rates environment across global markets, tracking central bank policy, yield curves, and inflation expectations.

Analyze options volatility surfaces, term structure, and skew across asset classes to identify mispricings and trading opportunities.

Develop interest rate swap curve strategies, analyzing spread relationships, basis dynamics, and relative value across tenors.

Compile and analyze funding round data from S&P Global, tracking venture capital activity, deal sizes, and sector trends.