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excel-analyst-pro

excel-analyst-pro

Name: excel-analyst-pro
Author: Intent Solutions

Featured v1.21.0 by Intent Solutions

Professional financial modeling toolkit for Claude Code with auto-invoked Skills and Excel MCP integration. Build DCF models, LBO analysis, variance reports, and pivot tables using natural language.

4 plugin-local skills

3 Commands

MIT License

Claude Code Adapters (declared)

Installation

Open Claude Code and run this command:

/plugin install excel-analyst-pro@claude-code-plugins-plus

Use --global to install for all projects, or --project for current project only.

What It Does

Professional financial modeling toolkit for Claude Code with auto-invoked Skills and Excel MCP integration.

Build DCF models, LBO analysis, variance reports, and pivot tables using natural language. No formulas to remember, no manual Excel work—just describe what you need.

Skills (4) plugin-local skills

excel-dcf-modeler View full skill →

'Build discounted cash flow (DCF) valuation models in Excel.

ReadWriteEditGrepGlobBash(cmd:*)

Excel DCF Modeler

Overview

Creates professional DCF valuation models following investment banking standards with WACC calculations and sensitivity analysis.

Prerequisites

Excel or compatible spreadsheet software
Historical financial data for target company
Industry comparables for WACC estimation

Instructions

Create assumptions sheet with revenue growth, margins, WACC, and terminal growth rate
Build free cash flow projections (5-year forecast)
Calculate terminal value using Gordon Growth Model
Discount cash flows and terminal value to present value
Sum to get enterprise value, subtract net debt for equity value
Add sensitivity tables for key assumptions

Output

Complete 4-sheet DCF model with assumptions, projections, valuation, and sensitivity
Enterprise value and equity value per share
Sensitivity analysis on WACC and terminal growth rate

Error Handling

Error	Cause	Solution
#DIV/0! in terminal value	WACC equals terminal growth	Terminal growth must be less than WACC
Negative FCF	High CapEx or WC needs	Review assumptions, may need different model
Unrealistic EV	Extreme growth assumptions	Benchmark against industry comparables

Examples

Example: Value a SaaS Company

Request: "Create a DCF model for a $50M ARR SaaS company growing 30%"

Result: 4-sheet model with 5-year projections, 12% WACC, 3% terminal growth, sensitivity tables

Example: M&A Valuation

Request: "DCF analysis for acquisition target"

Result: Model with synergy adjustments, scenario analysis, and per-share valuation

Resources

Damodaran Online DCF Resources
WSO DCF Modeling Guide
${CLAUDESKILLDIR}/references/dcf-formulas.md for Excel formula templates

excel-lbo-modeler View full skill →

'Build leveraged buyout (LBO) models in Excel with debt schedules and.

ReadWriteEditGrepGlobBash(cmd:*)

Excel LBO Modeler

Overview

Creates leveraged buyout models with debt structuring, amortization schedules, and sponsor returns analysis for private equity transactions.

Prerequisites

Excel or compatible spreadsheet software
Target company financial data
Debt term sheet parameters
Entry/exit multiple assumptions

Instructions

Set up transaction structure (purchase price, debt/equity split)
Build debt schedules for each tranche (senior, mezzanine, etc.)
Create operating projections with debt service
Calculate cash flow available for debt paydown
Model exit scenarios and calculate IRR/MOIC

Output

Complete LBO model with sources & uses, debt schedules, and returns
IRR and MOIC at various exit multiples and years
Sensitivity tables for entry/exit multiple and leverage

Error Handling

Error	Cause	Solution
Negative cash flow	Debt service exceeds EBITDA	Reduce leverage or restructure debt terms
IRR #NUM!	No valid solution	Check exit value exceeds equity contribution
Circular reference	Cash sweep tied to interest	Enable iterative calculation

Examples

Example: Mid-Market LBO

Request: "Build an LBO model for a $100M EBITDA company at 8x entry"

Result: 60% senior / 40% equity structure, 5-year model, IRR analysis at 7x-10x exits

Example: Add-On Acquisition

Request: "Model a bolt-on acquisition with synergies"

Result: Integrated model with synergy phase-in and accretion analysis

Resources

Macabacus LBO Modeling
WSO PE Interview Prep
${CLAUDESKILLDIR}/references/lbo-formulas.md for debt schedule templates

excel-pivot-wizard View full skill →

'Create advanced Excel pivot tables with calculated fields and slicers.

ReadWriteEditGrepGlobBash(cmd:*)

Excel Pivot Wizard

Overview

Creates advanced pivot tables with calculated fields, slicers, and dynamic dashboards for data analysis and reporting.

Prerequisites

Excel or compatible spreadsheet software
Tabular data with headers
Clear understanding of analysis dimensions and measures

Instructions

Verify source data is in tabular format with headers
Create pivot table from data range
Configure rows, columns, values, and filters
Add calculated fields for custom metrics
Insert slicers for interactive filtering
Format and style for presentation

Output

Configured pivot table with appropriate aggregations
Calculated fields for derived metrics
Interactive slicers for filtering
Dashboard-ready formatting

Error Handling

Error	Cause	Solution
Field not found	Changed source data	Refresh data connection
Calculated field error	Invalid formula	Check field names match exactly
Slicer not updating	Disconnected report	Reconnect slicer to pivot

Examples

Example: Sales Dashboard

Request: "Create a pivot summarizing sales by region and product"

Result: Pivot with region rows, product columns, revenue values, and date slicer

Example: Financial Analysis

Request: "Build a pivot showing monthly trends by cost center"

Result: Time-series pivot with calculated YoY growth fields

Resources

Microsoft Pivot Table Guide
${CLAUDESKILLDIR}/references/pivot-formulas.md for calculated field syntax

excel-variance-analyzer View full skill →

'Analyze budget vs actual variances in Excel with drill-down and root.

ReadWriteEditGrepGlobBash(cmd:*)

Excel Variance Analyzer

Overview

Performs comprehensive budget vs actual variance analysis with automated drill-down, root cause identification, and executive reporting.

Prerequisites

Excel or compatible spreadsheet software
Budget data by period and category
Actual results for comparison
Cost center or department structure

Instructions

Import budget and actual data into comparison template
Calculate absolute and percentage variances
Apply materiality thresholds for flagging
Create drill-down by category, period, or cost center
Generate variance waterfall chart for executive reporting

Output

Variance summary with favorable/unfavorable indicators
Materiality-filtered exception report
Waterfall chart showing budget-to-actual bridge
Drill-down by category or cost center

Error Handling

Error	Cause	Solution
Missing periods	Data gaps	Fill with zeros or interpolate
Percentage calc error	Zero budget	Use IF to handle div/0
Misaligned categories	Changed chart of accounts	Create mapping table

Examples

Example: Monthly P&L Variance

Request: "Analyze why we missed budget by $500K this month"

Result: Variance waterfall showing revenue shortfall offset by OPEX savings

Example: Department Budget Review

Request: "Which departments are over budget YTD?"

Result: Ranked list by variance magnitude with drill-down to line items

Resources

FP&A Best Practices
${CLAUDESKILLDIR}/references/variance-formulas.md for calculation templates

Ready to use excel-analyst-pro?

View on GitHub

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