# Analyze Financial Data

> Review and analyze financial statements, budgets, and projections. Produces structured analysis with key findings, trends, and actionable recommendations.



Tags: Analysis, Finance, Reports


## Example Prompts

- Analyze quarterly revenue trends and highlight anomalies
- Review a department budget for cost-saving opportunities
- Compare year-over-year financial performance

URL: https://rakenne.app/skills/analyze-financial-data/index.md

Try this skill: https://rakenne.app/a/?skill=analyze-financial-data



## Overview

Review and analyze financial statements, budgets, and projections. Produces structured analysis with key findings, trends, and actionable recommendations.

## Getting Started

Add your source materials to the project workspace, then activate the *Analyze Financial Data* skill. The agent will guide you through the process step by step.

## Example Conversation

> **You:** Can you analyze our Q3 financial summary? I've uploaded the P&L and budget file.
>
> **Agent:** I've read the Q3 P&L and budget. To structure the analysis, a few questions: (1) What comparison do you want — prior quarter, same quarter last year, or vs. budget? (2) Any specific areas you want called out (e.g. OpEx, revenue mix)?
>
> **You:** Compare to both Q3 last year and to budget. Focus on revenue and OpEx.
>
> **Agent:** Here’s a first pass. I’ve saved the full report to `output/q3-financial-analysis.md`. Summary: Revenue is up 12% YoY but 3% below budget; OpEx is 8% over budget, mainly in marketing. I’ve listed three recommendations: reforecast Q4, review campaign ROI, and flag variance in the next leadership deck. Want to drill into any section or add more metrics?

## Sample Output Excerpt

Below is a representative excerpt from a financial analysis report.

---

### Key Findings

- **Revenue:** $2.4M for Q3, +12% YoY, −3% vs. budget. Shortfall driven by delayed enterprise deal (now expected Q4).
- **OpEx:** $1.82M, +15% YoY, +8% vs. budget. Marketing spend above plan; all other lines within 2% of budget.
- **Gross margin:** 68% (flat YoY, −1 pt vs. budget due to mix shift).

### Trends

| Metric        | Q3 Prior Year | Q3 Budget | Q3 Actual | Variance vs. Budget |
|---------------|---------------|-----------|-----------|---------------------|
| Revenue       | $2.14M        | $2.47M    | $2.40M    | −2.8%               |
| OpEx          | $1.58M        | $1.69M    | $1.82M    | +7.7%               |
| Gross margin  | 68%           | 69%       | 68%       | −1 pt               |

### Recommendations

1. **Reforecast Q4** — Incorporate slipped enterprise deal and updated pipeline.
2. **Review marketing ROI** — Align spend with lead and conversion targets before increasing further.
3. **Leadership deck** — Include one slide on revenue and OpEx variance with the above bullets.


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