Roll Forward
anthropics/financial-services/plugins/agent-plugins/month-end-closer/skills/roll-forwardby anthropics574ed3624aebNo license39K starsListed Oct 8, 2026Updated Oct 8, 2026Repository updated 2 weeks ago
Build a roll-forward schedule for a balance-sheet account — beginning balance plus activity less reversals equals ending balance, with each component tied to GL. Use for month-end close packages and audit support.
- 574ed3624aebCurrentcommit 574ed36Published Oct 8, 2026
Source and attribution
Source:anthropics/financial-servicesinplugins/agent-plugins/month-end-closer/skills/roll-forwardat commit574ed36
License: No license
Content belongs to its original authors. SourceWeft indexes it from a public repository.
More from anthropics/financial-services
Value Creation Plan
anthropics
Structures post-acquisition value creation plans with revenue, cost and operational levers mapped to an EBITDA bridge.
Swap Curve Strategy
anthropics
Analyzes interest rate swap curves, swap spreads, real rates and curve trade ideas using MCP pricing tools.
Deal Sourcing
anthropics
Guides a private equity deal sourcing pipeline: find target companies, check CRM history, and draft founder outreach emails.
Unit Economics
anthropics
Analyzes unit economics for private equity targets: ARR cohorts, LTV/CAC, net retention, payback and margin waterfall.
Option Vol Analysis
anthropics
Analyzes option volatility by combining vol surfaces, option pricing with Greeks, and historical prices to compare implied and realized vol.
Dd Meeting Prep
anthropics
Prepares question lists, benchmarks and red flags for due diligence meetings such as management presentations and expert calls.
More in Business & Finance
Dd Checklist
anthropics
Builds and tracks sector-tailored due diligence checklists with workstreams, status tracking and red flag escalation.
Deal Screening
anthropics
Screens inbound deal materials against a fund's investment criteria and produces a one-page screening memo.
Macro Rates Monitor
anthropics
Builds macro and rates dashboards from MCP data on GDP, inflation, yield curves, breakevens and swaps.
Ai Readiness
anthropics
Scans a portfolio of companies for AI opportunities and ranks them into one prioritized action list.
Process Letter
anthropics
Drafts sell-side M&A process letters, IOI instructions, final bid procedures and management meeting invitations.
Teaser
anthropics
Drafts anonymous one-page company teasers for sell-side M&A processes, keeping the target's identity hidden until NDA.