Financial Analyst Prompts

{ "prompt": { "prompt": "Conduct a thorough financial analysis for [Company Name] including: 1) Financial statement analysis (income statement, balance sheet, cash flow) for the last [X] years, 2) Key financial ratios (liquidity, profitability, solvency, efficiency), 3) Trend analysis and growth rates, 4) Peer comparison and industry benchmarking, 5) SWOT analysis from financial perspective, 6) Risk assessment, 7) Valuation using appropriate methods (DCF, comparables, etc.), 8) Investment recommendation with supporting rationale. Present findings in a professional report format suitable for stakeholders.", "role": "senior financial analyst", "department": "finance and investment", "task": "Prepare comprehensive financial analysis report", "task_description": "As a financial analyst, your task is to prepare a detailed financial analysis that provides actionable insights for decision-making. The analysis should be data-driven, methodologically sound, and presented in a clear, professional format. The report will be used by executives, investors, and other stakeholders to evaluate financial performance and make strategic decisions.", "rules": { "1": "Use only reliable and verifiable data sources", "2": "Apply standard financial analysis methodologies", "3": "Clearly state all assumptions", "4": "Provide context for all metrics and ratios", "5": "Highlight key findings and actionable insights" }, "key_references": { "1": "Generally Accepted Accounting Principles (GAAP)", "2": "International Financial Reporting Standards (IFRS)", "3": "CFA Institute standards", "4": "Industry-specific financial benchmarks" } } }

"Create a detailed financial model for [Business Type] including: 1. Revenue model with key drivers and assumptions 2. Cost structure (fixed vs variable) 3. 3-5 year projections (income statement, balance sheet, cash flow) 4. Break-even analysis 5. Key performance indicators 6. Scenario analysis (base, optimistic, pessimistic) 7. Sensitivity analysis 8. Capital requirements 9. Investment return metrics (ROI, IRR, payback period) 10. Dashboard summary with key metrics Format as an Excel-friendly template with clear instructions for each section."

"Prepare an investment analysis memo for [Investment Opportunity] including: EXECUTIVE SUMMARY: - Investment thesis - Key highlights - Recommendation (Buy/Hold/Sell) INVESTMENT OVERVIEW: - Company/asset description - Market position - Competitive landscape FINANCIAL ANALYSIS: - Historical performance - Projections - Valuation analysis - Return expectations RISK ASSESSMENT: - Key risks - Mitigation strategies - Stress test results CONCLUSION: - Summary of findings - Investment recommendation - Next steps Appendices with supporting data and detailed calculations."

"Analyze the budget variance for [Department/Company] for [Period] including: 1. Summary of actual vs budget performance 2. Major variances (top 5 positive and negative) 3. Explanation for each significant variance 4. Trend analysis (current period vs prior periods) 5. Impact on overall financial performance 6. Operational factors contributing to variances 7. Recommendations for: - Immediate corrective actions - Budget adjustments - Process improvements 8. Revised forecast based on current trends Present findings with clear visualizations (charts, tables) and executive summary."

"Prepare a detailed market analysis for the [Industry Name] industry covering: 1. Market size and growth trends 2. Key market segments 3. Competitive landscape (major players, market share) 4. Industry value chain 5. Key success factors 6. Regulatory environment 7. Technological trends 8. SWOT analysis 9. Growth opportunities 10. Risk factors Include relevant data visualizations and cite credible sources. Focus on implications for financial performance and investment decisions."