finance & banking

309 skills tagged

$35

4.2(30)

Client Wealth Allocation Optimizer

Generate personalized wealth allocation strategies with stress-testing and tax optimization

by ferlab-ste-justine

Energy Sector Fundamental Analysis for Equity Research

$45

4.1(32)

Energy Sector Fundamental Analysis for Equity Research

Build rigorous fundamental assessments of energy companies for equity research

by skillslib

AR Aging Analysis & Reconciliation Skill

$25

3.1(18)

AR Aging Analysis & Reconciliation Skill

Analyze AR aging reports, reconcile discrepancies, and prioritize collections

by eryet

$35

3.5(6)

Client Wealth Strategy Framework

Build tailored wealth strategies for your clients

by eryet

$40

4.1(32)

Derivatives Pricing Model Builder

Build production-ready derivatives pricing models with analytical and numerical methods

by fission

$40

4.0(9)

AP Payment Schedule Optimizer

Optimize vendor payment schedules to minimize costs while preserving cash flow

by eryet

Multistate Nexus & Sales Tax Compliance Analyzer

$40

3.6(34)

Multistate Nexus & Sales Tax Compliance Analyzer

Identify sales tax nexus obligations and compliance gaps across all operating states

by eryet

$30

3.9(37)

SEC Filing Compliance Analyzer

Review SEC filings for compliance gaps and disclosure accuracy before submission

by skillslib

External Audit Evidence Documentation Analyzer

$50

3.8(30)

External Audit Evidence Documentation Analyzer

Assess audit evidence sufficiency and document compliance with PCAOB standards

by eryet

Multi-Asset Correlation Analysis & Portfolio Optimization Framework

$40

3.9(16)

Multi-Asset Correlation Analysis & Portfolio Optimization Framework

Analyze cross-asset correlations and optimize portfolio construction across equities, bonds, comm...

by fission

Municipal Bond Credit Analysis Framework

$40

3.9(34)

Municipal Bond Credit Analysis Framework

Analyze municipal bond credit quality and default risk systematically

by skillslib

$40

3.4(20)

Daily Cash Position Analyzer

Consolidate multi-entity cash positions and surface liquidity risks daily

by skillslib

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