financial-analyst
Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making
Browse reusable Agent Skills, each with a clear purpose and practical guidance.
Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making
Strategic advisory for fintech founders on US/EU regulatory triggers, license-vs-partner, KYC/AML, and embedded finance. Use when scoping a fintech idea or regulatory exposure, or mentioning fintech, money transmitter, neobank, KYC, or PSD2.
Growth marketing covering experimentation, funnel optimization, acquisition channels, retention, and viral growth. Use when designing A/B experiments, optimizing AARRR funnel stages, or prioritizing channels by CAC and LTV.
Integrated go-to-market strategy spanning ICP, motion, channels, messaging, success metrics, and launch plan. Use when launching a new product, entering a new segment, or auditing why an existing GTM isn't working.
HR business partnership across talent strategy, org development, and employee relations. Use when building workforce plans, designing performance reviews, resolving employee relations cases, or advising leadership on org change.
Define a sharp Ideal Customer Profile (ICP) — firmographics, behavioral signals, JTBD, and buyer persona. Use when defining a new ICP, refining one from actual closed customers, or auditing why pipeline or conversion is poor.
Customer interview synthesis: raw transcripts to themed insights, an opportunity solution tree, and follow-up questions (Teresa Torres continuous discovery). Use for post-interview synthesis, opportunity mapping, and evidence gap analysis.
Validate a monthly investor update against a rubric of strong-update sections (transparency, decision-relevance, specific asks). Use before sending a monthly investor update or setting a fundraise communication cadence.
ISO 42001 AI Management System (AIMS) compliance. Use for ISO 42001 readiness assessments, AI governance planning, AI impact assessments, Annex A control validation, responsible AI implementation, and AIMS certification preparation.