{"product_id":"25-claude-skills-for-fpa","title":"25 Claude Skills for FP\u0026A","description":"\u003cdiv class=\"fml-fpa-skills-content\" style=\"max-width:1200px;width:100%;margin:24px auto;color:#102a4c;line-height:1.65;padding:0 10px;box-sizing:border-box;overflow-wrap:anywhere;\"\u003e\n\u003csection style=\"padding:clamp(20px,4vw,36px);background:#f0f5ff;border:1px solid #cbdcf0;border-top:4px solid #ffd02b;border-radius:16px;box-sizing:border-box;\"\u003e\n\u003ch2 style=\"font-size:clamp(25px,3vw,36px);line-height:1.25;margin:0 0 18px;color:#102a4c;\"\u003eGive your recurring finance work a repeatable method.\u003c\/h2\u003e\n\u003cp style=\"margin:0 0 16px;\"\u003eTurn a task you run every month into a workflow you can inspect, adapt and reuse. This free pack provides 25 focused Claude Skills for financial planning and analysis, covering the path from source data to an executive-ready result.\u003c\/p\u003e\n\u003cp style=\"margin:0;\"\u003e\u003cstrong\u003eOne ZIP contains all 25 self-contained skill folders.\u003c\/strong\u003e Each includes Markdown instructions, fictional source data, a worked answer and a local calculation checker. Choose the task that fits your work and start with its included example.\u003c\/p\u003e\n\u003c\/section\u003e\n\u003cdiv style=\"display:flex;flex-wrap:wrap;gap:12px;margin:22px 0;\"\u003e\n\u003cdiv style=\"flex:1 1 150px;text-align:center;padding:18px;border:1px solid #cbdcf0;border-radius:12px;box-sizing:border-box;\"\u003e\n\u003cstrong style=\"display:block;font-size:34px;color:#215adf;line-height:1.2;\"\u003e25\u003c\/strong\u003e\u003cspan\u003eeditable skills\u003c\/span\u003e\n\u003c\/div\u003e\n\u003cdiv style=\"flex:1 1 150px;text-align:center;padding:18px;border:1px solid #cbdcf0;border-radius:12px;box-sizing:border-box;\"\u003e\n\u003cstrong style=\"display:block;font-size:34px;color:#6855dc;line-height:1.2;\"\u003e5\u003c\/strong\u003e\u003cspan\u003ework areas\u003c\/span\u003e\n\u003c\/div\u003e\n\u003cdiv style=\"flex:1 1 150px;text-align:center;padding:18px;border:1px solid #cbdcf0;border-radius:12px;box-sizing:border-box;\"\u003e\n\u003cstrong style=\"display:block;font-size:34px;color:#007c83;line-height:1.2;\"\u003eCSV + MD\u003c\/strong\u003e\u003cspan\u003eexamples and answers\u003c\/span\u003e\n\u003c\/div\u003e\n\u003cdiv style=\"flex:1 1 150px;text-align:center;padding:18px;border:1px solid #cbdcf0;border-radius:12px;box-sizing:border-box;\"\u003e\n\u003cstrong style=\"display:block;font-size:34px;color:#215adf;line-height:1.2;\"\u003e1 ZIP\u003c\/strong\u003e\u003cspan\u003ethe complete collection\u003c\/span\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003ch2 style=\"margin:30px 0 16px;font-size:28px;line-height:1.3;\"\u003eChoose the job you need to do\u003c\/h2\u003e\n\u003cp style=\"margin:0 0 18px;\"\u003eOpen the relevant workflow instead of rebuilding your instructions for each new reporting cycle. The skills define the required files, financial method, output structure and checks for their specific task.\u003c\/p\u003e\n\u003cdiv style=\"display:flex;flex-wrap:wrap;gap:16px;\"\u003e\n\u003csection style=\"flex:1 1 290px;min-width:0;border:1px solid #cbdcf0;border-radius:14px;background:#EAF1FF;padding:22px;box-sizing:border-box;\"\u003e\u003ch3 style=\"font-size:22px;color:#215adf;margin:0 0 10px;\"\u003eData\u003c\/h3\u003e\n\u003cp style=\"margin:0 0 14px;font-size:16px;\"\u003eStart from a source you can reconcile.\u003c\/p\u003e\n\u003cul style=\"margin:0;padding-left:20px;font-size:16px;\"\u003e\n\u003cli style=\"margin:0 0 8px;\"\u003eTrial Balance Mapping\u003c\/li\u003e\n\u003cli style=\"margin:0 0 8px;\"\u003eMulti-Entity Consolidation\u003c\/li\u003e\n\u003cli style=\"margin:0 0 8px;\"\u003eFinance Data Quality Review\u003c\/li\u003e\n\u003cli style=\"margin:0 0 8px;\"\u003ePeriod Reconciliation\u003c\/li\u003e\n\u003cli style=\"margin:0 0 8px;\"\u003eAccount Movement Review\u003c\/li\u003e\n\u003c\/ul\u003e\u003c\/section\u003e\u003csection style=\"flex:1 1 290px;min-width:0;border:1px solid #cbdcf0;border-radius:14px;background:#ECE8FF;padding:22px;box-sizing:border-box;\"\u003e\u003ch3 style=\"font-size:22px;color:#215adf;margin:0 0 10px;\"\u003eAnalyze\u003c\/h3\u003e\n\u003cp style=\"margin:0 0 14px;font-size:16px;\"\u003eExplain the movement and its profit impact.\u003c\/p\u003e\n\u003cul style=\"margin:0;padding-left:20px;font-size:16px;\"\u003e\n\u003cli style=\"margin:0 0 8px;\"\u003eBudget vs Actual Analysis\u003c\/li\u003e\n\u003cli style=\"margin:0 0 8px;\"\u003ePrice Volume Mix\u003c\/li\u003e\n\u003cli style=\"margin:0 0 8px;\"\u003eGross Margin Bridge\u003c\/li\u003e\n\u003cli style=\"margin:0 0 8px;\"\u003eOperating Cost Drivers\u003c\/li\u003e\n\u003cli style=\"margin:0 0 8px;\"\u003eWorking Capital Analysis\u003c\/li\u003e\n\u003c\/ul\u003e\u003c\/section\u003e\u003csection style=\"flex:1 1 290px;min-width:0;border:1px solid #cbdcf0;border-radius:14px;background:#E1F3EF;padding:22px;box-sizing:border-box;\"\u003e\u003ch3 style=\"font-size:22px;color:#215adf;margin:0 0 10px;\"\u003eForecast\u003c\/h3\u003e\n\u003cp style=\"margin:0 0 14px;font-size:16px;\"\u003eMake timing and operating assumptions visible.\u003c\/p\u003e\n\u003cul style=\"margin:0;padding-left:20px;font-size:16px;\"\u003e\n\u003cli style=\"margin:0 0 8px;\"\u003eDriver-Based Revenue Forecast\u003c\/li\u003e\n\u003cli style=\"margin:0 0 8px;\"\u003ePayroll Cost Forecast\u003c\/li\u003e\n\u003cli style=\"margin:0 0 8px;\"\u003eRolling Forecast Refresh\u003c\/li\u003e\n\u003cli style=\"margin:0 0 8px;\"\u003eCash and Runway Forecast\u003c\/li\u003e\n\u003cli style=\"margin:0 0 8px;\"\u003eScenario and Sensitivity\u003c\/li\u003e\n\u003c\/ul\u003e\u003c\/section\u003e\u003csection style=\"flex:1 1 290px;min-width:0;border:1px solid #cbdcf0;border-radius:14px;background:#E9F2FC;padding:22px;box-sizing:border-box;\"\u003e\u003ch3 style=\"font-size:22px;color:#215adf;margin:0 0 10px;\"\u003eReport\u003c\/h3\u003e\n\u003cp style=\"margin:0 0 14px;font-size:16px;\"\u003eTurn checked numbers into a focused message.\u003c\/p\u003e\n\u003cul style=\"margin:0;padding-left:20px;font-size:16px;\"\u003e\n\u003cli style=\"margin:0 0 8px;\"\u003eMonthly Performance Pack\u003c\/li\u003e\n\u003cli style=\"margin:0 0 8px;\"\u003eCFO Variance Commentary\u003c\/li\u003e\n\u003cli style=\"margin:0 0 8px;\"\u003eBoard Finance Brief\u003c\/li\u003e\n\u003cli style=\"margin:0 0 8px;\"\u003eKPI Scorecard\u003c\/li\u003e\n\u003cli style=\"margin:0 0 8px;\"\u003eManagement Action Tracker\u003c\/li\u003e\n\u003c\/ul\u003e\u003c\/section\u003e\u003csection style=\"flex:1 1 290px;min-width:0;border:1px solid #cbdcf0;border-radius:14px;background:#FFF3D2;padding:22px;box-sizing:border-box;\"\u003e\u003ch3 style=\"font-size:22px;color:#215adf;margin:0 0 10px;\"\u003eDecide\u003c\/h3\u003e\n\u003cp style=\"margin:0 0 14px;font-size:16px;\"\u003eCompare options and challenge the assumptions.\u003c\/p\u003e\n\u003cul style=\"margin:0;padding-left:20px;font-size:16px;\"\u003e\n\u003cli style=\"margin:0 0 8px;\"\u003eBreak-Even Analysis\u003c\/li\u003e\n\u003cli style=\"margin:0 0 8px;\"\u003eInvestment Appraisal\u003c\/li\u003e\n\u003cli style=\"margin:0 0 8px;\"\u003eBudget Assumption Challenge\u003c\/li\u003e\n\u003cli style=\"margin:0 0 8px;\"\u003eForecast Accuracy Review\u003c\/li\u003e\n\u003cli style=\"margin:0 0 8px;\"\u003eFinancial Model Review\u003c\/li\u003e\n\u003c\/ul\u003e\u003c\/section\u003e\n\u003c\/div\u003e\n\u003ch2 style=\"margin:32px 0 16px;font-size:28px;line-height:1.3;\"\u003eSee the method before you use your own data\u003c\/h2\u003e\n\u003cp style=\"margin:0 0 18px;\"\u003eThe Budget vs Actual example reconciles EBITDA from a USD 36,000 budget to a USD 44,880 actual result. Revenue adds USD 24,000, higher COGS reduces profit by USD 9,120 and higher operating costs reduce it by USD 6,000. Together, those impacts explain the USD 8,880 improvement.\u003c\/p\u003e\n\u003cfigure style=\"margin:24px 0;\"\u003e\u003cimg src=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0522\/6191\/2762\/files\/25-claude-skills-for-fpa-worked-example.png?v=1794126472\" alt=\"Inside a finance Skill: source CSVs, a SKILL.md method, and a worked EBITDA bridge from 36,000 to 44,880 with an 8,880 improvement.\" width=\"1600\" height=\"1120\" loading=\"lazy\" style=\"display:block;width:100%;height:auto;max-width:100%;border-radius:16px;border:1px solid #cbdcf0;box-sizing:border-box;\"\u003e\u003cfigcaption style=\"margin:12px 0 0;text-align:center;font-size:15px;color:#4b6684;\"\u003eFictional example data, included with the skill so you can reproduce and compare the result.\u003c\/figcaption\u003e\u003c\/figure\u003e\n\u003csection style=\"background:#f7faff;border:1px solid #cbdcf0;border-radius:14px;padding:clamp(20px,3vw,28px);box-sizing:border-box;\"\u003e\n\u003ch2 style=\"margin:0 0 16px;font-size:27px;line-height:1.3;\"\u003eWhat you receive\u003c\/h2\u003e\n\u003cul style=\"margin:0;padding-left:22px;\"\u003e\n\u003cli style=\"margin-bottom:10px;\"\u003e\n\u003cstrong\u003e25 SKILL.md files:\u003c\/strong\u003e task-specific instructions with required inputs, financial conventions, output formats and review checks.\u003c\/li\u003e\n\u003cli style=\"margin-bottom:10px;\"\u003e\n\u003cstrong\u003eFictional sample data:\u003c\/strong\u003e CSV inputs for practicing the workflow before bringing in business files.\u003c\/li\u003e\n\u003cli style=\"margin-bottom:10px;\"\u003e\n\u003cstrong\u003eWorked answers:\u003c\/strong\u003e calculation trails, interpretations and exceptions you can compare with the AI response.\u003c\/li\u003e\n\u003cli style=\"margin-bottom:10px;\"\u003e\n\u003cstrong\u003eLocal Python checkers:\u003c\/strong\u003e reproducible calculations and boundary checks for the supplied examples. They use the standard library and require no API keys.\u003c\/li\u003e\n\u003cli style=\"margin-bottom:10px;\"\u003e\n\u003cstrong\u003eA catalogue and setup guide:\u003c\/strong\u003e choose a skill, understand its purpose and follow the Claude or Claude Code setup route.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eOptional local helpers:\u003c\/strong\u003e run the example checks or prepare one chosen skill as a native upload ZIP.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/section\u003e\n\u003ch2 style=\"font-size:28px;line-height:1.3;margin:30px 0 16px;\"\u003eGet your first result in three steps\u003c\/h2\u003e\n\u003col style=\"margin:0;padding-left:24px;\"\u003e\n\u003cli style=\"margin-bottom:12px;\"\u003e\n\u003cstrong\u003eChoose one skill.\u003c\/strong\u003e Extract the collection and pick a workflow you already know, such as budget variance analysis.\u003c\/li\u003e\n\u003cli style=\"margin-bottom:12px;\"\u003e\n\u003cstrong\u003eUse the included example.\u003c\/strong\u003e Add the selected skill to Claude, or copy its folder to a Claude Code skills directory. The guide explains both routes.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eReview, then adapt.\u003c\/strong\u003e Compare the result with the worked answer. Replace the example inputs with your own files and reporting conventions.\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cp style=\"margin:18px 0 0;color:#4b6684;\"\u003eThe collection ZIP is a download bundle. Claude's individual skill upload uses one selected skill folder, packaged separately. No automatic installation, bank connection or ERP connection is included.\u003c\/p\u003e\n\u003ch2 style=\"font-size:28px;line-height:1.3;margin:30px 0 16px;\"\u003eBefore you start\u003c\/h2\u003e\n\u003cp style=\"margin:0 0 14px;\"\u003eThe Markdown instructions are editable. Use the sample schemas and stated conventions to adapt each workflow to your business. Local calculator checks require Python 3.10 or newer; the Python helper is optional for using the instructions in Claude.\u003c\/p\u003e\n\u003cp style=\"margin:0 0 14px;\"\u003eClaude Skills require the corresponding capability in your account or organization. Review AI-generated analysis and commentary against your source data before presenting or acting on it.\u003c\/p\u003e\n\u003cp style=\"margin:0;color:#4b6684;font-size:15px;\"\u003eIndependent educational workflows. Claude is a product of Anthropic; this pack is not an Anthropic product or certification.\u003c\/p\u003e\n\u003c\/div\u003e\n","brand":"Financial Models Lab","offers":[{"title":"Default Title","offer_id":68723808993523,"sku":"25-claude-skills-for-fpa","price":0.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0522\/6191\/2762\/files\/25-claude-skills-for-fpa-cover.png?v=1794126468","url":"https:\/\/financialmodelslab.com\/products\/25-claude-skills-for-fpa","provider":"Financial Models Lab Templates","version":"1.0","type":"link"}