SkillsLib.ai

finance & banking

309 skills tagged

Retirement Projection Analysis Engine
$50
3.9(27)
Retirement Projection Analysis Engine

Generate defensible retirement projections with stress-testing and tax-optimized withdrawal strat...

ferlab-ste-justineby ferlab-ste-justine
CRE Loan Underwriting Analyzer
$40
4.2(37)
CRE Loan Underwriting Analyzer

Extract CRE loan data into structured underwriting memos with financial and risk analysis

eternaljustby eternaljust
Invoice Batch Processing & Compliance Verification
$40
3.6(31)
Invoice Batch Processing & Compliance Verification

Automate invoice batch processing with compliance verification and error detection

eryetby eryet
REIT Financial Analysis & Valuation Framework
$45
4.2(33)
REIT Financial Analysis & Valuation Framework

Analyze REIT financials, valuations, and asset quality for investment recommendations

steelmorganby steelmorgan
Sanctions Screening & Compliance Analysis
$40
3.9(32)
Sanctions Screening & Compliance Analysis

Screen sanctions exposure and document AML/BSA compliance decisions

eternaljustby eternaljust
Garnishment Order Processing & Compliance Skill
$45
3.8(20)
Garnishment Order Processing & Compliance Skill

Process garnishment orders, tax levies, and child support withholdings with validated compliance

eryetby eryet
SEC Filing Disclosure Optimizer
$45
4.1(7)
SEC Filing Disclosure Optimizer

Automate SEC filing disclosures and materiality assessments for 10-K, 10-Q, 8-K

skillslibby skillslib
Daily Liquidity Position Analyzer
$30
4.0(32)
Daily Liquidity Position Analyzer

Transform raw cash data into actionable liquidity forecasts and deployment strategies

fastclaw-aiby fastclaw-ai
Individual Tax Return Optimization & Deduction Maximization
$45
4.3(27)
Individual Tax Return Optimization & Deduction Maximization

Uncover tax deductions and optimize credits for individual 1040 returns with IRS-compliant docume...

eryetby eryet
AML/KYC Risk Assessment Framework
$30
4.2(17)
AML/KYC Risk Assessment Framework

Assess customer AML/KYC risk using structured compliance decision trees aligned with FinCEN and OFAC

eternaljustby eternaljust
$35
3.0(3)
Deduction Strategy Optimizer

Master logical reasoning and optimize your deductive problem-solving strategies

ecnu-icalkby ecnu-icalk
CDD/EDD Risk Assessment Analyzer
$35
4.0(32)
CDD/EDD Risk Assessment Analyzer

Analyze customer profiles and ownership structures against AML red flags for risk scoring

eternaljustby eternaljust
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