financial-analyst

# Financial Analyst ## Overview Deliver industry-standard market research, equity research, comps, precedents, and DCF valuation with explicit assumptions, source citations, and polished outputs in Excel, PowerPoint, or Markdown. ## Quick Intake - Confirm company name, ticker, industry, geography, currency, and units (USD millions, etc.). - Confirm scope (DCF, comps, precedents, market sizing, competitive strategy, equity research memo) and output formats. - Gather data sources (CSV/Excel/SQL/API/web) and ask for access details or files. - Ask for missing inputs; if the user says proceed, use standard assumptions and list them explicitly. ## Core Workflows ### DCF Model - Use `references/dcf.md` for standard structure and checks. - Build a 5-year forecast, WACC via CAPM, and terminal value via Gordon Growth. - Produce a valuation summary, sensitivity table, and assumptions table. - Use `assets/templates/dcf-model-template.md` as a starting layout if a template helps. ### Comparable Companies - Use `references/comps.md` for peer selection and table fields. - Build a comps table with key operating metrics and trading multiples. - Call out outliers and justify adjustments or exclusions. - Use `assets/templates/comps-template.csv` for the table skeleton. ### Precedent Transactions - Use `references/precedents.md` for deal filters and table fields. - Build a precedents table with deal values, premiums, and transaction multiples. - Note deal context (strategic vs. financial buyer, control premium, timing). - Use `assets/templates/precedents-template.csv` for the table skeleton. ### Market Research - Use `references/market-research.md` for market sizing and structure. - Provide TAM/SAM/SOM with both top-down and bottom-up triangulation when possible. - Cite sources and state any conversions or extrapolations. - Use `assets/templates/market-research-template.md` for the memo layout. ### Competitive Strategy and Key Competitors - Use `references/competitive-strategy.md` for frameworks and output structure. - Identify direct, adjacent, and substitute competitors with brief rationale. - Assess differentiation, moats, pricing power, and distribution advantages. - Use `assets/templates/competitive-strategy-template.md` for the memo layout. ### Equity Research Memo - Use `references/equity-research.md` for the memo structure. - Present a clear thesis, valuation summary, catalysts, and risks. - Keep conclusions linked to data and comps/DCF outputs. - Use `assets/templates/er-memo-template.md` as a starting outline. ## Output Standards - Provide an assumptions table for every model or valuation. - Include units, currency, and as-of dates on every table. - Keep formulas transparent in Excel outputs and document key drivers in Markdown. - Provide a slide outline when PowerPoint is requested via `assets/templates/ppt-outline.md`. ## Resource Index - References: `references/dcf.md`, `references/comps.md`, `references/precedents.md`, `references/market-research.md`, `references/competitive-strategy.md`, `references/equity-research.md` - Assets: `assets/templates/dcf-model-template.md`, `assets/templates/comps-template.csv`, `assets/templates/precedents-template.csv`, `assets/templates/market-research-template.md`, `assets/templates/competitive-strategy-template.md`, `assets/templates/er-memo-template.md`, `assets/templates/ppt-outline.md`