🔍 What does this skill do?

The Skill Management Financial Report automates the creation of comprehensive monthly financial reports that enable managers of small and medium-sized businesses to clearly present the company’s financial status, identify critical variances in costs or revenue, and communicate results to partners or directors without relying on a financial analyst. It generates 8 structured sections featuring analysis, alerts, and actionable recommendations that can be read in less than 10 minutes.

📅
Automated Monthly Closing
Consolidate and analyze the financial results for the period at the end of each month, including comparisons and trends.
👥
Presentations to Members
Prepare executive reports with up-to-date data for meetings with partners, directors, or investors.
⚠️
Deviation Detection
Quickly identify the largest deviations in costs or revenue from the budget, along with root-cause analysis.
💰
Cash Flow Analysis
Detects anomalies in cash flow and generates contextualized explanations with 30-day projections.

⚙️ How to install

1
Download the ZIP file
Click the download button to get financial-management-report.zip.
2
Unzip it into your "skills" folder
Extract the contents into Claude's "skills" folder:
~/.claude/skills/informe-financiero-gerencial/
3
Check that SKILL.md exists
Check to see if the file SKILL.md exists in the "financial-management-report/" folder.
informe-financiero-gerencial/ ├── SKILL.md └── LICENSE.txt
4
Restart Claude Code or Cowork
Close and reopen the app. Claude will detect the skill automatically.
5
Create your first report!
Provide the financial data for the month, and Claude will generate a comprehensive report with analysis and recommendations.

💬 Usage examples

📊 Basic Monthly Closing
Generate the March financial report for my consulting firm: revenue €48,000 (target €55,000), expenses €38,500, net income €9,500.
⚠️ Variance Analysis
Analyze why the marketing budget was exceeded by 50% this month and provide me with recommendations for April.
💼 Presentation to Members
Prepare a January executive summary that compares January's results to December's to present to the partners on Friday.
💰 Cash Flow Forecast
I have €15,000 in my account and €12,000 in accounts receivable. Project my cash flow for the next 30 days.

🛠️ Features

✅
8 structured sections Executive summary, analysis of revenue and expenses, profit and margin, cash flow, alerts, recommendations, and projections.
✅
Automatic Comparisons Compare target vs. actual, current month vs. previous month, and calculate changes in euros and as a percentage, along with root cause analysis.
✅
Alerts and Highlights Identify 2–3 positive points and 2–3 areas for improvement that require immediate action based on the data.
✅
Actionable recommendations Identify three specific, prioritized actions for the coming month based on the deviations detected.
✅
Accessible Language Avoid unnecessary technical jargon and prioritize clarity to facilitate decision-making in less than 10 minutes.

❓ Frequently asked questions

Monthly revenue, revenue target, revenue from the previous month, total expenses broken down by category, net income, cash flow position, and any significant variances you have identified.
It is optimized for small and medium-sized businesses that do not have a dedicated financial analyst. It works with basic accounting data.
Yes. The generated report is a starting point that you can adapt to suit your audience: an executive presentation, an email to partners, or an internal management document.
Yes. Section 8 of the report estimates the results for the next period based on the current trend and available cash flow data.
Management Financial Report — Monthly Analysis with Claude AI

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