Bookkeeping Accounting Clerk Claude skill

Valuation Investment StrategyConvert a source-backed A-share research view into valuation scenarios and an investment.

Workstream CoordinatorMaps every deal workstream to clear owners and dependencies using a RACI backbone.

Zero Based Budget BuilderBuilds a budget where every line item is justified from scratch.

ActuaryA task needs the judgment of an Actuary.

Brokerage ClerkApplies brokerage judgment to trade breaks and reconciliations.

Budget AnalystReviews budget requests and builds budget-versus-actual variance reports.

Client Status ReportingProduces a weekly five-block client status report in fifteen minutes from a template.

Credit AnalystAnalyze credit and structure loan covenants.

Bookkeeping Accounting Clerk