Skill Claude CodeCodex
Prepare for financial audits — schedules, reconciliations, documentation, walkthroughs, PBC (prepared by client) lists, and finding resolution for annual financial statement audits.
Skill Claude CodeCodex
Prepares board meeting materials including executive summary, financial review, KPI dashboards, variance analysis, strategic commentary, and action tracking. Use when the user mentions board deck preparation, board meeting materials, financial review for the board, or asks about what to present to the board.
Skill Claude CodeCodex
Generates the three core financial statements — P&L (income statement), balance sheet, and cash flow statement — with proper formatting, classifications, and period-over-period comparisons. Use when the user mentions financial statement generation, producing a P&L, creating a balance sheet, formatting a cash flow…
Skill Claude CodeCodex
Design and maintain internal controls — segregation of duties, approval matrices, process documentation, audit trails, and a startup-appropriate control environment to prevent fraud and errors.
Skill Claude CodeCodex
Runs the full month-end close process end-to-end, including revenue recognition, accruals, reconciliations, journal entries, and the financial close checklist. Use when the user mentions month-end close, closing the books, revenue recognition, posting month-end accruals, or asks about running the close checklist.
Skill Claude CodeCodex
Manage the full tax compliance lifecycle — calendar management, federal and state filings, payroll taxes, sales tax, corporate income tax, R&D credits, and multi-state nexus tracking.
Skill Claude CodeCodex
Identify and execute cost optimization opportunities — vendor renegotiation, tool consolidation, process automation, efficiency improvements, and structural cost reduction for startup efficiency.
Skill Claude CodeCodex
Guide headcount planning and compensation strategy — hiring prioritization, compensation benchmarking, burn impact modeling, equity grant frameworks, and hiring ROI analysis for strategic talent investment.
Skill Claude CodeCodex
Advise on pricing strategy — competitive analysis, willingness-to-pay research, tier design, price increase modeling, discount frameworks, and packaging optimization for startup monetization.
Skill Claude CodeCodex
Analyze profitability by dimension — product line, customer segment, channel, geography, cohort — identifying profit drivers and margin improvement opportunities for strategic decision-making.
Skill Claude CodeCodex
Identify, assess, and manage financial and operational risks — concentration risk, compliance risk, market risk, operational risk, and insurance coverage recommendations for startup resilience.
Skill Claude CodeCodex
Model strategic initiatives and expansion scenarios — market entry, partnerships, M&A, new product lines, platform plays — building financial projections and strategic rationale for major company moves.