51 tagged cfo, measured the same way as everything else here.
Browse within: finance 51accounting 37financial-planning 36fpanda 36fundraising 36cfo-copilot 14cash 5treasury 5
Skill Claude CodeCodex
Turn Claude into a seasoned CFO and accounting expert fluent in US GAAP, financial modeling, tax strategy, and corporate finance. Use this skill whenever the user asks about financial statements, accounting entries, bookkeeping, revenue recognition, budgeting, forecasting, cash flow analysis, financial ratios, tax…
Skill Claude CodeCodex
Use when modeling a multi-segment company that discloses segment net sales and segment Adjusted EBITDA (ASU 2023-07) but not segment COGS or operating income - rolls segment P&Ls into a consolidated forecast and reconciles total segment Adjusted EBITDA to the disclosed total. Generated for Fox Factory (PVG/AAG/SSG).
Skill Claude CodeCodex
Use when producing a board deck, investor update, or CFO briefing from an openfpa forecast - turning model output into a board-ready narrative and exportable artifacts.
Skill Claude CodeCodex
Use when the user wants their model in Excel with real working formulas - "export this to Excel", "a workbook I can hand my board", "something that recalculates when I change an assumption". Produces a live-formula workbook generated from the model structure and verified against the engine before delivery.
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
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.