Three-statement financial model (IS, BS, CF)
Finance
Deepest vertical — Anthropic FSP alone provides ~24 official skills (IB/ER/PE/Wealth Mgmt) plus S&P Global, Stripe, Octagon
30 skills
Discounted cash flow valuation modeling
Comparable company analysis (trading comps)
M&A merger model with accretion/dilution
Financial model auditing and error detection
Investment banking pitch deck builder
Spreadsheet data cleansing for financial datasets
PE deal origination workflow
Investment committee memo drafting
Due diligence checklist generator
Portfolio rebalancing recommendations
Excel workbook auditing for formula errors
Leveraged buyout transaction modeling
IB deck QA / consistency check
PE portfolio KPI monitoring
Confidential Information Memorandum drafting
PE value-creation playbook
Comprehensive personal/family financial plan
Sell-side research initiation reports
Wealth mgmt client portfolio review reports
Tax-loss harvesting strategy
Post-earnings results analysis
Pre-earnings preview reports with consensus
Month-end close, journal entries, reconciliation, SOX
Agentic financial research stack from Octagon
Equity trading: analysis, charts, screeners, strategy
Funding round digest from S&P data
Charges, customers, subscriptions, billing analytics
Company tear-sheet via S&P Capital IQ
Earnings preview using S&P data