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共 120 个商品
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- 技能通用工具
3-statements
Complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) . Use when asked to fill out model templates, complete existing model frameworks, populate financial models with data, complete a partially filled IS/BS/CF framework, or link integrated financial statements within an existing template structure. Triggers include requests to fill in, complete, or populate a 3-statement model template
- valuation-modeling
- finance
- plugin
- +1
免费 - 技能通用工具
check-model
Debug and audit financial models for errors — circular references, broken formulas, hardcoded overrides, balance sheet imbalances, cash flow mismatches, and logic gaps. Use when a model isn't tying, producing unexpected results, or before sending to a client or IC. Triggers on "debug model", "model check", "audit model", "model won't balance", "something's off in my model", "check my model", "QA model", or "model review".
- valuation-modeling
- finance
- plugin
- +1
免费 - 技能通用工具
competitive-analysis
Framework for competitive landscape analysis across any industry. Use when creating competitor analysis, market positioning assessments, investment memos, strategic reviews, or any analysis requiring systematic evaluation of competitive dynamics. Triggers include requests for competitive landscape decks, peer comparisons, market structure analysis, strategic positioning assessments, and investment recommendations.
- valuation-modeling
- finance
- plugin
- +1
免费 - 技能通用工具
check-deck
Investment banking presentation quality checker. Reviews pitch decks and client-ready presentations for: (1) Number consistency across slides, (2) Data-narrative alignment, (3) Language polish for IB standards, (4) Formatting QC. Use when asked to review, check, or QC any IB presentation, pitch deck, or client materials before delivery.
- valuation-modeling
- finance
- plugin
- +1
免费 - 技能通用工具
ppt-template-creator
Creates self-contained PPT template SKILLS (not presentations) from user-provided PowerPoint templates. Use ONLY when a user wants to create a reusable skill from their template. For creating actual presentations, use the pptx skill instead.
- valuation-modeling
- finance
- plugin
- +1
免费 - 技能通用工具
lbo-model
This skill should be used when completing LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials, or investment committee presentations. The skill fills in formulas, validates calculations, and ensures professional formatting standards that adapt to any template structure.
- valuation-modeling
- finance
- plugin
- +1
免费 - 技能通用工具
journal-entry
Prepare journal entries with proper debits, credits, and supporting detail. Use when booking month-end accruals (AP, payroll, prepaid), recording depreciation or amortization, posting revenue recognition or deferred revenue adjustments, or documenting an entry for audit review.
- accounting-reporting
- finance
- plugin
- +1
免费 - 技能通用工具
variance-analysis
Decompose financial variances into drivers with narrative explanations and waterfall analysis. Use when analyzing budget vs. actual, period-over-period changes, revenue or expense variances, or preparing variance commentary for leadership.
- accounting-reporting
- finance
- plugin
- +1
免费 - 技能通用工具
journal-entry-prep
Prepare journal entries with proper debits, credits, and supporting documentation for month-end close. Use when booking accruals, prepaid amortization, fixed asset depreciation, payroll entries, revenue recognition, or any manual journal entry.
- accounting-reporting
- finance
- plugin
- +1
免费 - 技能通用工具
sox-testing
Generate SOX sample selections, testing workpapers, and control assessments. Use when planning quarterly or annual SOX 404 testing, pulling a sample for a control (revenue, P2P, ITGC, close), building a testing workpaper template, or evaluating and classifying a control deficiency.
- accounting-reporting
- finance
- plugin
- +1
免费 - 技能通用工具
reconciliation
Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items.
- accounting-reporting
- finance
- plugin
- +1
免费 - 技能通用工具
audit-support
Support SOX 404 compliance with control testing methodology, sample selection, and documentation standards. Use when generating testing workpapers, selecting audit samples, classifying control deficiencies, or preparing for internal or external audits.
- accounting-reporting
- finance
- plugin
- +1
免费