What is the CFO Advisor skill?

It is a specialized capability for Claude Code that provides fractional CFO-level guidance on financial operations, SaaS metrics, and strategic business planning.

Does it follow standard accounting principles?

Yes, the advisor is grounded in GAAP standards and specifically addresses ASC 606 revenue recognition for SaaS businesses.

How does it handle financial data analysis?

It includes Python scripts that can ingest CSV or JSON financial data to generate health scores, 13-week cash forecasts, and multi-scenario projections.

Can this skill help with startup fundraising?

Yes, it includes specialized tools for building investor-ready financial models, preparing due diligence data rooms, and calculating health scores for Series A/B readiness.

What specific SaaS metrics does it track?

The skill calculates and benchmarks CAC, LTV, CAC Payback, NRR, Burn Multiple, and the Rule of 40 against top-quartile industry standards.

CFO Advisor

Name: CFO Advisor
Author: borghei

byborghei

•

Productivity & Workflow

Provides expert financial strategy and operational guidance for SaaS leadership, covering unit economics, fundraising prep, and cash management.

The CFO Advisor skill transforms Claude into a fractional CFO, offering specialized support for financial planning, investor reporting, and operational finance grounded in SaaS benchmarks and GAAP standards. It enables users to build complex 3-year financial models, calculate critical unit economics like LTV:CAC and Burn Multiples, and manage cash flow with 13-week forecasts. Whether you are preparing for a Series B fundraise or optimizing your month-end close process, this skill provides the frameworks, scripts, and analytical depth required to maintain fiscal health and investor readiness.

Key Features

01Automated financial health scoring and investor-readiness assessments

02Investor reporting templates and board deck presentation frameworks

03SaaS Unit Economics calculation (LTV, CAC, NRR, Burn Multiple)

04Multi-scenario financial modeling and 13-week cash runway projections

0550 GitHub stars

06Standardized month-end close timelines and ASC 606 compliance guidance

Use Cases

01Creating automated cash flow contingency plans and expense reduction scenarios to extend runway

02Monitoring and optimizing SaaS efficiency metrics and the Rule of 40 performance

03Preparing financial data rooms and models for venture capital fundraising due diligence

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add borghei/claude-skills cfo-advisor

For use in Claude.ai and ChatGPT

Download Skill