Client financial health review
Provides a structured assessment of a client's financial position across five connected areas. Highlights strengths and risks to support a focused advisory discussion.
— Finance & Investment
Financial Health Diagnostic
Computes period-on-period movement across a financial summary and reconciles profitability, liquidity, leverage, cash generation and working capital into a triaged read on strengths, risks and priority actions.
- Finance & Investment
- Traceable reasoning
- Runs anywhere
1 week → ~25 minutes
For a full population, not a sample
No coding required
- Input
- Two-period financial summary with current and prior-period figures
- Output
- Consolidated financial health diagnostic
- Runs in
- Skillsize · ChatGPT · Claude · Copilot
- Export
- SKILL.md · MCP
- Time saved
- ~1 week per run
— USE CASES
What people use Financial Health Diagnostic for
Period performance assessment
Explains what changes between current and prior-period figures suggest about financial health. Distinguishes positive performance signals from movements that warrant closer scrutiny.
Management priority setting
Brings profitability, funding and cash pressures into a consolidated view of priority actions. Gives management a clear basis for deciding where to focus financial attention.
Growth and cash pressure
Examines whether stronger trading performance is accompanied by sound cash generation and working capital. Identifies tensions that headline profit figures alone may obscure.
What it works from
- Two-period financial summary with current and prior-period figures
- Financial line-item descriptions
- Financial categories, where available
What you get back
- Consolidated financial health diagnostic
- Absolute and percentage changes between periods
- Line-item assessments of financial health implications
- Assessments of profitability, liquidity, leverage, cash generation and working capital health, including their interrelationships and key movements
— HOW IT BEHAVES
How Financial Health Diagnostic produces its result
The mechanics behind this specific template — what it reads, what it calculates, and where a human stays in the loop.
Every row of the reporting period in scope
Each row of your export is processed on the same basis, so no line item is skipped however long the table is.
The pattern charted
Movement across the reporting period in scope is visualised from the computed data, so the trend is legible at a glance.
Composed as work product
Findings on the reporting period in scope are written up as a document that reads like professional output, with each claim tied back to a line item.
Each line item enriched in place
Derived columns are added row by row, keeping your source data and the judgement about each line item side by side.
Roll-up alongside line item-level detail
Detail rows are summarised into the grouped view of the reporting period in scope without losing the underlying line items.
Why this is expensive by hand
Financial figures can tell conflicting stories: rising profits may mask weak cash generation, while growth can put pressure on working capital and borrowing. Client financial health review is the typical trigger — provides a structured assessment of a client's financial position across five connected areas. Highlights strengths and risks to support a focused advisory discussion. Get it right and the conclusion holds up in the room; get it rushed and it gets picked apart. Either way it costs roughly 1 week of experienced attention.
How this Skill produces it
Skillsize turns that work into a Skill: you supply the material, and what comes back is consolidated financial health diagnostic, with absolute and percentage changes between periods. The criteria, ordering and review points that make the answer trustworthy are encoded in the Skill itself — which is the difference between a structured method and a prompt someone pastes in. In effect, 1 week of senior time compresses into ~25 minutes — and the output is comparable across clients, quarters and colleagues instead of shaped by whoever ran it.
Who it's for
- Finance directors and FP&A teams
- Investment, deal and corporate development teams
- Controllers and reporting managers
- Consultants building or reviewing business cases
Run it in Skillsize — or export it anywhere
Financial Health Diagnostic exports as a structured SKILL.md file and is MCP-ready, so the same method runs in ChatGPT, Claude, Copilot or your own AI products. Adapt it to your methodology, and the intelligence stays yours — not locked to one vendor.
ChatGPTClaudeCopilotAI Products (MCP)
Related Skill Templates
More Finance & Investment templates →Finance & Investment
Data Room to IC Memo
Turns a target’s data room materials into a source-cited Investment Committee memo, reconciling financial evidence and assessing deal risks to support a clear investment recommendation.
Finance & Investment
Budget consolidation
Rolls stacked department budget submissions up by cost centre and department, compares the total to your envelope, and writes the consolidation note with credible trims.
Finance & Investment
Credit / Loan Underwriting
Assesses a credit application against your own credit policy and returns a governed underwriting decision — approve, refer or decline — showing how affordability, risk and policy thresholds drove the outcome, and holding it for a credit officer sign-off before any letter is issued.
Finance & Investment
Profitability Analysis
Computes gross profit and margin by product, customer, unit or geography, isolates loss-making and sub-scale lines, and explains where value leaks through discounting, cost-to-serve, mix or small orders.
Finance & Investment
Investment Potential Analysis
Scores a public company's fundamentals alongside live market signals and research for near-term momentum, medium-term trajectory and long-term durability, reconciling all three into one investment-potential verdict.
Finance & Investment
P&L variance commentary
Calculates actual-versus-budget variance per account in the database, ranks the top movers, then writes the commentary explaining what moved, why, and whether it is timing or permanent.