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SkillReady to runFinanceValuation

3-Statement Financial Model

Written in-house · editorially graded

Every SkillsBank offering is written in-house — never scraped or crowd-sourced — and graded against a fixed editorial rubric in a separate grading step.

Dry-run test passed · Jun 13, 2026

Trigger check passed

Editorially graded · Jun 14, 2026

Builds a complete, professional-grade 3-statement financial modeling workbook (.xlsx) from scratch, pre-populated with linked Income Statement, Balance Sheet, Cash Flow Statement, Supporting Schedules, Error Check dashboard, and Summary tab — all color-coded to IB convention with automated validation. Use when a user needs a new financial model template with no existing file to transform, whether for investment banking, FP&A, or corporate finance work.

What you get

An installable SKILL.md file for your AI assistant. Produces an Excel workbook (.xlsx).

Works in
Claude Code · Cursor
Native — drops into .claude/skills/
Copilot · Codex · Gemini CLI
Native — reads .agents/skills/
claude.ai — web & desktop
Upload the .zip in Customize → Skills
ChatGPT
Via a Project — paste into its instructions

See it in action

A real input → output sample

Sample input
Create a 3-statement financial model template for a mid-size manufacturing firm in USD $000s, with a calendar-year fiscal year, 3 years of history, and 5 years of forecast.
Sample output
Sample Excel output produced by the 3-Statement Financial Model skill
Produced by an AI assistant following this skill on the sample input above.
View the full output as text
Example Output
An Excel workbook with 8 tabs: Cover, Inputs, Income Statement, Balance Sheet, Cash Flow Statement, Supporting Schedules, Error Check & Validation, and Dashboard. The model is fully formatted, color-coded, and linked, with key features such as revenue and expense inputs, depreciation and debt schedules, and dynamic charts.

Essential with

Goes well with

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