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Found 3 Skills
Build a roll-forward schedule for a balance-sheet account — beginning balance plus activity less reversals equals ending balance, with each component tied to GL. Use for month-end close packages and audit support.
Interpret the three core financial statements (income statement, balance sheet, cash flow statement) to assess business health and performance. Use this skill when the user needs to read financial statements, understand profitability vs cash flow, evaluate a company's financial position, or prepare for investor/board meetings — even if they say 'explain these financials', 'are we making money', 'read this annual report', or 'what do these numbers mean'.
Use this skill when preparing P&L statements, balance sheets, cash flow reports, board decks, or KPI dashboards. Triggers on financial statements, P&L, balance sheet, cash flow statement, board reporting, KPI dashboards, investor reporting, and any task requiring financial report preparation or presentation.