Managing Insurance Programs
Structures corporate insurance program analysis with coverage adequacy and renewal documentation. Use when managing insurance programs, analyzing coverage, or documenting insurance renewals.
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Structures corporate insurance program analysis with coverage adequacy and renewal documentation. Use when managing insurance programs, analyzing coverage, or documenting insurance renewals.
Contains verified QoE adjustment categories and working capital normalization procedures, IRS 9-factor reasonable compensation test with independent investor test (Exacto Spring), and coverage gap analysis methodology with key person insurance valuation formulas. M&A due diligence, succession pla...
Expert knowledge of trygdeavgift (social insurance charge) domain in melosys-api. Use when: (1) Understanding avgift calculation for different member types, (2) Debugging årsavregning (annual reconciliation) processing, (3) Understanding fakturering flow to OEBS/faktureringskomponenten, (4) Inves...
Automate Lexoffice tasks via Rube MCP (Composio). Always search tools first for current schemas.
An AI agent acting as a Finance Manager to evaluate financial products and assess team cohesiveness, using a structured CrewAI-style approach.
Open, create, read, analyze, edit, or validate Excel/spreadsheet files (.xlsx, .xlsm, .csv, .tsv). Use when the user asks to create, build, modify, analyze, read, validate, or format any Excel spreadsheet, financial model, pivot table, or tabular data file. Covers: creating new xlsx from scratch,...
Capital investment appraisal skill with NPV, IRR, payback, and real options analysis
Driver-based budgeting and forecasting skill with rolling forecast support and variance analysis
Integrated three-statement financial model builder linking income statement, balance sheet, and cash flow statement with circular reference handling
Automated freight bill validation skill with discrepancy detection and payment processing automation
TOC financial metrics skill for throughput, inventory, and operating expense analysis with decision support
Use when creating, opening, or editing LibreOffice Calc ODS spreadsheets, or XLSX workbooks only when Excel compatibility is explicitly required.
Build financial models — P&L projections, cash flow forecasts, unit economics, DCF valuations, and scenario analysis.
Execute Fondo primary workflow: monthly bookkeeping close and financial
Create, read, edit, and fix spreadsheets — add columns, compute formulas, format cells, generate charts, and clean messy tabular data.
Reference architecture for startup financial operations using Fondo
Optimize Fondo workflows including faster month-end close, efficient
Manage Navan expense reporting, transaction data, and ERP synchronization.
Ramp incident runbook \u2014 corporate card and expense management API\
Ramp migration deep dive \u2014 corporate card and expense management\
Zoho Inventory API integration with managed OAuth. Manage items, sales orders, invoices, purchase orders, bills, contacts, and shipments. Use this skill when users want to read, create, update, or delete inventory items, sales orders, invoices, purchase orders, bills, or other inventory records i...
Calculates overhead, profit, and markup for CWICR estimates, ensuring complete pricing and transparency in cost management.
Automates the generation of AIA-style payment applications, enhancing accuracy and speed in billing processes.
Boîte à outils pour freelances/indépendants en France : factures, time tracking, clients, dashboard.
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