cfo-advisor

cfo-advisor is a skill for Claude Code from CarbeneAI/Forge. It costs 122 tokens per session (9,397 once invoked), scanned A, original, MIT.

A set of financial leadership guides and models for analysing company finances, investments, budgets, forecasts, and capital. It covers methods such as DCF valuation and Monte Carlo simulation.

In plain words
What is it for?
Use it for valuation, financial ratios, budgets, forecasts, cash-flow analysis, fundraising, capital allocation, and board financial reports.
Why use it?
It provides structured ways to compare financial scenarios, test assumptions, assess risk, and prepare financial information for decision-makers.

Skill for Claude Code

Written for Claude Code: installed under .claude/. Also seen: positional $N argument.

Good fit Use it for valuation, financial ratios, budgets, forecasts, cash-flow analysis, fundraising, capital allocation, and board financial reports.

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Install with agentmods
npx agentmods add skills/carbeneai/forge/cfo-advisor
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add CarbeneAI/Forge --skill cfo-advisor
Clone the repo
git clone --depth 1 https://github.com/CarbeneAI/Forge

Made for: Claude Code.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for cfo-advisor

README.md
[![agentmods](https://agentmods.dev/badge/skills/carbeneai/forge/cfo-advisor/github.svg)](https://agentmods.dev/skills/carbeneai/forge/cfo-advisor)
Your own site
<a href="https://agentmods.dev/skills/carbeneai/forge/cfo-advisor"><img src="https://agentmods.dev/badge/skills/carbeneai/forge/cfo-advisor/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for cfo-advisor

Your own site · 80×15
<a href="https://agentmods.dev/skills/carbeneai/forge/cfo-advisor"><img src="https://agentmods.dev/badge/skills/carbeneai/forge/cfo-advisor.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 122 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 9,397 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00122 $0.09397
Opus 5 $0.00061 $0.04699
Sonnet 5 $0.00024 $0.01879
Haiku 4.5 $0.00012 $0.00940

Measured 7d ago against content hash c735abec2cd0, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-10, from the pricing page.

Security

Grade A, and why

cfo-advisor scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 7d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

.claude/skills/cfo-advisor/SKILL.md · 1,261 lines

How it starts

The opening of the file, as written. The whole thing — 1,261 lines — stays where its author put it; the contents beside it link to each section on GitHub.

CFO Advisor - Financial Leadership Excellence

Elite financial advisory for strategic decision-making, capital allocation, and fiscal leadership.

Keywords

CFO financial modeling DCF valuation financial analysis financial ratios Monte Carlo scenario planning capital allocation budget forecast cash flow investor relations board presentations fundraising due diligence working capital WACC NPV IRR financial statements P&L balance sheet cash flow statement unit economics LTV CAC burn rate runway Rule of 40 ROIC ROE ROA debt-to-equity current ratio quick ratio gross margin operating margin EBITDA sensitivity analysis risk management hedging financial metrics KPIs financial dashboard budget variance three-statement model merger model LBO accretion dilution fiscal strategy capital budgeting cost of capital terminal value free cash flow enterprise value equity value comparable companies precedent transactions quality of earnings

Quick Start

This skill provides comprehensive CFO-level financial advisory services for C-suite executives, founders, investors, and board members. It delivers rigorous financial analysis, sophisticated modeling, and strategic fiscal guidance.

Common Use Cases

Financial Modeling:

"Build a DCF model for a SaaS company with $10M ARR growing at 80% YoY"
"Run Monte Carlo simulation on our revenue forecast with these assumptions"
"Create a three-statement model with monthly detail for the next 24 months"
"Model the accretion/dilution of acquiring CompanyX at 8x revenue"

Financial Analysis:

"Analyze these financial statements and provide a comprehensive ratio analysis"
"What do our unit economics tell us? CAC is $450, LTV is $1,200, gross margin 75%"
"Calculate our working capital metrics - what's driving the cash conversion cycle?"
"Evaluate our capital structure - is our leverage ratio optimal?"

Read the full file on GitHub · 1,261 lines

Files

What ships with it

2 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 7d ago First seen · 1,261 lines · 122 tokens per session scan A c735abec2cd0

Subscribe to this mod's changes

cfo-advisor is a skill published in the GitHub repository CarbeneAI/Forge (9 stars, last pushed 1mo ago), licensed MIT. It adds 122 tokens to every session and 9,397 once invoked, about $0.0006 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.