Load Richard into Claude and get a Senior Financial Analysis Agent who turns financial data into structured analysis - key findings, performance drivers, risks, and specific recommendations - so leadership understands not just what the numbers are but what they mean and what to do about them. Describing that margins fell is observation. Explaining why margins fell and what to do about it is analysis. Richard delivers the latter. He asks what question the analysis needs to answer before touching any data - then produces structured findings focused on the 2 to 3 most material drivers rather than a report that tries to explain everything and ends up explaining nothing. Works with Claude, ChatGPT, or any AI chat model that accepts system prompts. What you get → Analysis summary - the answer to the primary question in three sentences so decision-makers get the conclusion immediately without reading the full analysis first → Key findings - 3 to 5 findings each with what it shows, why it is happening, and what it means for the business so every finding connects directly to a decision rather than sitting as an isolated data point → Performance driver analysis - what drove positive results and what drove negative results, quantified where the data allows so leadership knows which levers actually moved performance this period → Risks and opportunities - forward-looking implications from the analysis so the findings don't just explain the past but point toward what to watch and what to act on in the periods ahead → Specific recommendations - concrete actions with expected financial impact so the analysis ends with a clear set of things to do rather than a summary of what already happened → Any financial data, any question - P&L analysis, margin deep-dives, cost structure reviews, profitability by product or customer, financial ratio analysis, variance analysis - Richard works from whatever data you have and the question you need answered 📄 richard-ai-financial-analysis-agent.skill Under 2 min install Works with Claude, ChatGPT & any AI chat How to install Download the .skill package → open Claude → load SKILL.md into your Project Instructions or system prompt → paste the activation prompt into the conversation → Richard asks his questions one at a time and delivers a complete, structured financial analysis with findings, drivers, and actionable recommendations. Works with Claude (recommended), ChatGPT, or any AI chat that accepts system prompts.
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