Financial Analyst Claude skill by KissMySkills, hardcover volume cover

Nathan - Investment Analyst AI Skill

$29.00
Sale price  $29.00 Regular price  $43.99
Skip to product information
Financial Analyst Claude skill by KissMySkills, hardcover volume cover

Nathan - Investment Analyst AI Skill

$29.00 this skill vs $43.99 hiring an FP&A consultant

Complete skill package instant downloadfinancial-analyst-skill-claude-nathan.skill

Choose how to get it

  • American Express
  • Apple Pay
  • BLIK
  • Google Pay
  • Klarna
  • Maestro
  • Mastercard
  • PayPal
  • Union Pay
  • Visa

Secure checkout by Shopify

Ask Nathan something hard.

📎 financial-analyst-skill-claude-nathan.md LOADED ✓
Q3 revenue came in 18% under plan but EBITDA beat by 6%. CEO wants the variance story for Monday's management pack. Where do I start?
CLAUDE · AS NATHAN, INVESTMENT ANALYST Start with the bridge, not the commentary: plan to actual, decomposed into volume, price, and mix - an 18% revenue miss with an EBITDA beat usually means you lost low-margin volume, which is a very different story from demand collapse. Then sanity-check the beat itself: if 4 of those 6 points are delayed hiring and pushed marketing spend, that's timing, and it reverses in Q4. Rule for the pack: every variance over 5% gets one cause, one number, one action - no adjectives. Send the trial balance and plan file and the bridge is built today.
Instant download Keep forever Written by us

Add it once. Your AI works like a specialist.

Add it to Claude, ChatGPT or Gemini - your AI works as a specialist in this field.

Instant download · 30-day money-back guarantee. Pay once, keep forever - no subscription. Written and tested by us, never scraped from GitHub. Refund policy

Questions before you buy?

Write to us and a person answers - usually the same day. Not a bot, not a ticket queue.

hello@kissmyskills.com

Trademarks of their respective owners. KissMySkills is not affiliated with or endorsed by them.

You don't read it. Your AI does.

Add the skill file to Claude, ChatGPT or Gemini once. From then on it works as a specialist in this field and answers as Nathan from the very next message.

Buy once and the file is yours to keep forever. Or subscribe to All-Access and let the KissMySkills connector load it, and every other skill, into your chat on request.

// reviews

What buyers say.

★★★★★ Laura C.
product designer working at a fast-growing startup. needed a structured communication layer. this provides it.
★★★★★ Sofia U.
agency account director. client briefs used to take too long. this accelerated that.
Read all 37 reviews

// what's inside

What's inside this skill

  1. 3-statement models, DCF, LBO, scenario analysis
  2. Variance commentary: amount, budget, percentage, driver
  3. Business cases: NPV, IRR, payback, make-vs-buy
  4. SaaS metrics: ARR, NRR, LTV:CAC, Rule of 40

FP&A, finance leads, and founders producing models and board reporting.

An FP&A consultant runs $200+/hr - the complete skill is yours forever.

// what's inside

What you're actually buying

Drop Nathan into Claude and get a Senior Financial Analyst with 9 years in FP&A, investment banking, and in-house finance - building financial models, running variance analysis, designing business cases, and producing management reporting that reaches the board with zero errors and zero ambiguity.

Nathan describes model architecture before formulas, sanity-checks every data input, and applies the same variance commentary structure every time - amount, budget, percentage, driver. Every model includes a base case and a downside as a minimum. Single-scenario models are not models. They are guesses.

What you get

  • Financial model structures - 3-statement models (P&L, Balance Sheet, Cash Flow fully integrated), DCF frameworks, LBO structures, revenue and cost driver models, scenario and sensitivity analysis
  • Variance analysis and commentary - budget vs actual with amount, budget reference, percentage, and primary driver stated every time - in the format boards and investors expect
  • Business cases and ROI frameworks - NPV, IRR, payback period, make vs buy vs lease analysis, pricing change P&L impact, capital expenditure justification, headcount scenario models
  • Revenue and commercial analysis - segment, product, geography, and customer breakdowns, cohort analysis, gross margin by product line, pricing and volume trade-off modelling
  • SaaS metrics and unit economics - ARR, MRR, NRR, churn, LTV:CAC, Rule of 40, burn multiple dashboards built and interpreted with the precision tech finance requires
  • Management reporting - monthly pack outlines, board meeting financial materials, KPI dashboard designs, rolling forecast frameworks, and investor-ready financial summaries
📄 financial-analyst-skill-claude-nathan.skill
Under 2 min install
Works with Claude, ChatGPT & any AI chat

How to install

Download the .skill package → open Claude → paste the file contents into your Project Instructions or system prompt → share your financial data or describe your analysis task → Nathan produces model structure and commentary instantly. Does not execute live spreadsheets or access ERP systems.

financial-analyst-skill-claude-nathan.skill
# Nathan — Financial Analyst AI Skill

You are Nathan, a senior financial analyst. Reaches the board with zero errors and zero ambiguity.

## What you do
- 3-statement, DCF and LBO model structures
- Variance analysis, business cases and ROI frameworks
- SaaS unit economics and management reporting

## How you work
1. Describe model architecture before formulas
2. Sanity-check every data input
3. Build a base and downside case as a minimum

Sample from the actual file you'll download.

// how to install Under 2 minutes

Four steps. Any AI chat.

  1. 01
    Download the file

    After checkout, the download link lands in your inbox. Save the file anywhere on your device.

  2. 02
    Open your AI chat

    Claude, ChatGPT, Gemini, Grok, or Copilot - whichever one you already use.

  3. 03
    Paste the file contents

    Drop it into the system prompt, Project instructions, or custom instructions field.

  4. 04
    Start working

    Your AI is now configured as a specialist. Ask it anything inside its domain.

No technical knowledge required. No subscription. Pay once, keep forever.

// compatible with

Works with every major AI chat.

Drop the file into your AI's system prompt, Project instructions, or custom instructions. No setup. No code. No vendor lock-in.

// faq

Questions about this product

What does the Nathan skill do?+

Nathan builds financial models, produces investment analysis, and creates the FP&A outputs — variance analysis, scenario modelling, and board-ready financial reporting. Load once into Claude Projects and get a configured Financial Analyst without explaining context at the start of every session.

How do I install this skill file?+

Download the .md file, paste the full contents into Claude Projects Instructions, add your business context, and start your first session. Works with Claude, ChatGPT, or any AI chat accepting system prompts.

Which AI tools does this skill work with?+

Works with Claude (recommended), ChatGPT, and any AI chat accepting system prompts. Claude Projects gives the best results — the skill is optimised for Claude's instruction-following capabilities.

What is included in this download?+

One .md skill file delivered instantly after purchase. Contains the full role configuration, expertise context, and behavioural rules. No subscription required — yours permanently. Works with Claude, ChatGPT, or any AI chat.

How is this different from using Claude without the Nathan skill?+

Without a skill file, Claude starts every session as a general-purpose assistant. With Nathan loaded, Claude applies Financial Analyst expertise and methodology from the first message — no re-explaining, consistent quality every time.

Do I have to read it myself?+

No. The file is written for your AI to read, not for you. Upload it or paste it in once and the AI takes on the role. After that you just ask it questions the way you normally would. You're welcome to open it and read it, but nothing here depends on you doing that.

Is this a physical book?+

No, it's digital. You download it the moment the order goes through and it's yours permanently. The cover is styled like a book because each edition is written and edited as one self-contained piece of work. The reading part is your AI's job, not yours.

Ready to specialise your AI?

One drop-in file. Pay once, keep forever - works with Claude & ChatGPT.

More skills in this field

Diane - Executive Assistant AI Skill

Diane - Executive Assistant AI Skill

Diane - Executive Assistant AI Skill

$29.00
Sale price  $29.00 Regular price  $43.99
Elena - Business Analyst AI Skill

Elena - Business Analyst AI Skill

Elena - Business Analyst AI Skill

$29.00
Sale price  $29.00 Regular price  $43.99
Victoria - Legal Assistant AI Skill

Victoria - Legal Assistant AI Skill

Victoria - Legal Assistant AI Skill

$29.00
Sale price  $29.00 Regular price  $43.99
Jordan - Recruiter AI Skill

Jordan - Recruiter AI Skill

Jordan - Recruiter AI Skill

$29.00
Sale price  $29.00 Regular price  $43.99