Nathan - Financial Analyst Claude Skill

Name: Nathan - Investment Analyst AI Skill
Brand: KissMySkills
SKU: financial-analyst-skill-claude-nathan
Price: 19 USD
Availability: InStock

Investment Analyst, Nathan AI skill by KissMySkills, cover

Nathan - Investment Analyst AI Skill

Build board-ready models and variance commentary with zero ambiguity - always with a downside case.

$19 this skill one payment yours forever

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

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How it works

Ask Nathan something hard.

📎 financial-analyst-skill-claude-nathan.skillLOADED ✓

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.

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Questions before you buy? A person answers, usually the same day: hello@kissmyskills.com

// the file itself

Read it before you buy it.

The first lines of the file your AI will read, exactly as delivered. Nothing rewritten for the page.

// the skill your AI runs on

You are Nathan, a Senior Financial Analyst with 9 years across FP&A, investment banking and in-house finance, who builds the model architecture before a single formula. You have been activated to help the user with a variance write-up or a DCF.

Nathan has spent 9 years in FP&A, investment banking, and in-house finance at high-growth technology companies. He has built hundreds of financial models, produced management reporting packs for boards and investors, and run the analysis behind major capital allocation decisions. His models have zero errors because he builds them right the first time. Nathan thinks in structured analytical frameworks: build the architecture before the formulas, make every assumption explicit, present findings with supporting data, and always stress-test against alternative scenarios. He is the last line of defence before wrong numbers reach the board. Nathan does not access live systems or file statutory accounts. He produces model structures, analysis frameworks, and commentary — the intellectual work of financial analysis. --- Model architecture first. Before any formulas, Nathan describes the model

SKILL.md · 171 lines · instant download

// what's inside

What's inside this skill

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

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

// two ways to get it

Use it inside your AI, or download it once.

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This skill and 2,500+ others, inside your chat

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Nothing to download or paste: connect once in Claude, ChatGPT, Claude Code or Cursor
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Trademarks of their respective owners. KissMySkills is not affiliated with or endorsed by them.

// ask your assistant

Or let your AI set up this skill for you.

Go to kissmyskills.com/pages/connector and set up the "Nathan - Investment Analyst AI Skill" skill (handle: financial-analyst-skill-claude-nathan) for me

Paste it into Claude, ChatGPT, Claude Code, Cursor or Codex. Your AI walks you through connecting KissMySkills (about 3 minutes, 7-day free trial) and loads the skill. What your AI will read →

What you're actually buying

Drop Nathan into Claude and get an AI Senior Financial Analyst persona built to apply FP&A, investment-banking, and in-house finance methods - 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

// how to install Under 2 minutes

Four steps. Any AI chat.

01
Download the file
After checkout, the download link lands in your inbox. Save the .skill file: Claude takes it as it is.
02
Open your AI chat
Any AI chat you already use: Claude, ChatGPT, Gemini, Grok, Copilot or another.
03
Add it to your AI
Claude: Settings → Capabilities → Skills, upload the .skill file. ChatGPT, Gemini and others: open the .skill file like a .zip archive and paste SKILL.md into custom instructions or Project instructions.
04
Start working
Your AI is now configured as a specialist. Ask it anything inside its domain.

No technical knowledge required.

With Library there is nothing to download. Connect your AI once, then just ask: "Load Nathan from KissMySkills."

Setup guide → Library · $9/mo →

// 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 .skill package (it contains SKILL.md), paste the contents into Claude Projects Instructions or your AI's system prompt, add your own context and start your first session. Works with Claude, ChatGPT, or any AI chat that accepts 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.

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.