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--- name: financial-summarizer description: "Reads financial reports and balance sheets to produce concise executive summaries with key metrics and risk flags." category: "Data & Analysis" --- # Financial Summarizer ## When to use this skill Use this skill when you need assistance that reads financial reports and balance sheets to produce concise executive summaries with key metrics and risk flags for Finance work. ## Capabilities - KPI extraction - Trend detection - Variance analysis - Risk flagging ## Inputs Provide the source material, goal, audience, constraints, and preferred output format. Include category-specific context for data & analysis work when available. Share relevant Finance policies, terminology, data fields, or review criteria that should guide the result. ## Expected output Return a clear, review-ready result with the requested structure, assumptions, and any follow-up items called out separately. It should cover: KPI extraction, Trend detection, Variance analysis, Risk flagging. ## Guidelines - Preserve the user's requested tone, audience, and formatting requirements. - Ask for missing context only when it materially changes the output quality. - Structure results clearly for review and reuse. - Call out assumptions, risks, or confidence limitations when the source material is incomplete.