Professional groups.
Choose an editable professional workflow for your work context. Establish real source material and human review boundaries first, then download the relevant complete Skill package or stored related Skills.
Choose the task in front of you, not a label for yourself
These 23 groups are work-context entry points, not a judgment of identity, seniority, or professional qualification. Enter through the task closest to today, or compare several groups.
Choose a professional group
Choose quickly by the task at hand. If unsure, compare the two or three closest groups; no occupation declaration is required or stored.
E-commerce, finance & compliance
Sales & client advisory
Professional services
Design, content & media
Organization & product
Finance professional
- Roles and service work
- Research associates, financial analysts, and banking, securities, fund, or insurance support teams.
- Real day-to-day task
- Organize financial-statement sources, model assumptions, diligence questions, meeting notes, and committee versions.
- Minimum input
- Minimum: one authorized, de-identified or public sample, the task goal, recipient, and deadline; label unknowns as open checks.
- What you get
- A traceable analysis-paper structure, assumptions list, and review-question sheet.
- What it does not replace
- It does not replace investment advice, valuation conclusions, trade instructions, suitability judgments, or licensed review.
For students and career switchers: try one small task
No real customer, patient, transaction, or confidential material is needed. Use a public, fictional, or de-identified safe sample to learn the role’s document structure and checking habits.
Use a public company annual-report index to create a one-page source and assumptions register.
Four-step guide
- 01
What to review first
Set the decision purpose, source material, data period, deadline, and accountable reviewer in the brief.
For whom: Investment research, financial analysis, banking, securities, fund, and insurance support teams building traceable working papers.
What comes up: Inconsistent data definitions, weak provenance, unmarked assumptions, scattered diligence gaps, and external-communication risk.
- 02
What to download first
The complete ZIP and detail link appear once the original Skill is merged into the catalog.
skills-si-finance-analysis-workbench
skills-si-finance-analysis-workbench
Finance analysis workbench: statement and ratio analysis, research notes, due diligence, valuation assumptions and IC memos with traceable sources; not investment advice.
Original source & licenseskills-si/original-skills · skills-si-finance-analysis-workbench · MIT
- 03
What to prepare
Prepare authorized real material, applicable current rules, the recipient, and deadline; de-identify sensitive information or obtain permission first.
- 04
Pre-delivery check & next step
Check number sources, definitions, assumptions, sensitivities, risk disclosure, suitability items, and licensed review status.
After download, retain sources and open checks in the template; the responsible qualified person makes the final judgment and sign-off.
Original Skills are written by Skills-SI with AI assistance, MIT licensed, and supplied as editable workflows/templates; they have not received independent human professional review or been tested in real Agent runs.
For high-risk professions—finance, investment advice, banking, compliance, law, medicine, biopharma, cost engineering, architecture, HR, real estate, and journalism—output is only a draft for review by licensed or qualified professionals. It is not investment, legal, medical advice, or an approval decision.
No efficiency, income, or business outcome is guaranteed.