Excel Analyst Pro

Professional financial modeling toolkit for Claude Code with auto-invoked Skills and Excel MCP integration.

Build DCF models, LBO analysis, variance reports, and pivot tables using natural language. No formulas to remember, no manual Excel work.

Features

• DCF Modeler: Discounted cash flow valuation models with projections, WACC, and sensitivity analysis
• LBO Modeler: Leveraged buyout models with debt schedules, cash flow waterfalls, and IRR calculations
• Variance Analyzer: Budget vs actual analysis with flagging, commentary, and executive summaries
• Pivot Wizard: Pivot tables and charts from raw data using natural language

Installation

Prerequisites

• Claude Code 1.0+
• Node.js 18+

Install

/plugin install excel-analyst-pro

This automatically configures @negokaz/excel-mcp-server and loads all 4 Skills.

Usage

DCF Valuation

"Create a DCF model for Tesla with $96.8B revenue and 25% growth"

Produces a 4-sheet Excel workbook: Assumptions, FCF Projections, Valuation, Sensitivity Analysis.

LBO Analysis

"Build an LBO model for a $50M EBITDA software company at 12x"

Produces a 6-sheet Excel workbook: Transaction Summary, Sources & Uses, Operating Model, Debt Schedule, Returns Analysis, Debt Covenants.

Variance Analysis

"Analyze Q1 budget vs actual"

Produces a 3-sheet Excel report: Variance Summary, Executive Summary, Trend Analysis.

Pivot Tables

"Show sales by region and product category"

Creates pivot tables with charts, calculated fields, and conditional formatting.

Plugin Architecture

excel-analyst-pro/
├── plugin.json
├── skills/
│   ├── excel-dcf-modeler/
│   │   ├── SKILL.md
│   │   ├── evals/evals.json
│   │   └── references/REFERENCE.md
│   ├── excel-lbo-modeler/
│   │   ├── SKILL.md
│   │   ├── evals/evals.json
│   │   └── references/REFERENCE.md
│   ├── excel-pivot-wizard/
│   │   ├── SKILL.md
│   │   ├── evals/evals.json
│   │   └── references/REFERENCE.md
│   └── excel-variance-analyzer/
│       ├── SKILL.md
│       ├── evals/evals.json
│       └── references/REFERENCE.md
└── slash-commands/
    ├── build-dcf.md
    ├── build-lbo.md
    └── analyze-variance.md

MCP Server

Uses @negokaz/excel-mcp-server for all Excel operations. No Microsoft Excel installation required. All processing is local.

License

Intent Solutions Proprietary - see LICENSE for details.

For commercial licensing: jeremy@intentsolutions.io