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Claude Skills by CaseMark
github.com/CaseMark2,057 skills58 installs3,401 views
- Managing Esg Reporting StandardsStructures ESG disclosure with TCFD, SASB, GRI, and ISSB framework alignment and gap analysis. Use when preparing ESG disclosures, aligning to reporting frameworks, or analyzing ESG reporting gaps.Votes: 0GitHub stars: 41
- Managing Estate And Gift TaxStructures estate and gift tax planning with valuation, exemption utilization, and generation-skipping analysis. Use when planning estate tax, analyzing gift tax, or structuring generational transfers.Votes: 0GitHub stars: 41
- Managing Estate PlanningStructures estate plan analysis with trust review, tax efficiency, and legacy documentation. Use when analyzing estate plans, reviewing trust structures, or planning wealth transfer.Votes: 0GitHub stars: 41
- Managing Estimated Tax PlanningStructures quarterly estimated tax planning with safe harbor calculations and penalty avoidance strategies. Use when planning estimated taxes, calculating safe harbor payments, or avoiding underpayment penalties.Votes: 0GitHub stars: 41
- Managing Eu Taxonomy ComplianceStructures EU Taxonomy alignment assessment with technical screening criteria and DNSH evaluation. Use when assessing Taxonomy alignment, applying technical criteria, or evaluating substantial contribution.Votes: 0GitHub stars: 41
- Managing Expatriate Financial PlanningStructures cross-border financial planning for expatriates with tax treaty, retirement, and estate considerations. Use when planning for expatriates, managing cross-border taxes, or coordinating international retirement planning.Votes: 0GitHub stars: 41
- Managing Fair Value MeasurementApplies ASC 820 fair value framework with hierarchy classification and valuation technique documentation. Use when measuring fair values, classifying in the fair value hierarchy, or documenting valuation approaches.Votes: 0GitHub stars: 41
- Managing Family GovernanceStructures family governance frameworks with meeting protocols, decision-making, and succession planning. Use when establishing family governance, planning family meetings, or documenting succession.Votes: 0GitHub stars: 41
- Managing Fiduciary ComplianceEvaluates advisory practices against fiduciary standards with conflict identification and disclosure requirements. Use when assessing fiduciary duties, managing conflicts of interest, or documenting fiduciary compliance.Votes: 0GitHub stars: 41
- Managing Financial Data AggregationStructures data aggregation analysis with connectivity, accuracy assessment, and consumer consent frameworks. Use when evaluating data aggregation, analyzing financial data APIs, or assessing account linking.Votes: 0GitHub stars: 41
- Managing Fixed Income AttributionStructures fixed income performance attribution across duration, credit, and sector allocation effects. Use when attributing fixed income returns, analyzing portfolio performance, or decomposing return drivers.Votes: 0GitHub stars: 41
- Managing Foreign Currency AccountingStructures foreign currency transaction and translation accounting with hedge documentation. Use when accounting for FX transactions, translating foreign operations, or documenting FX hedges.Votes: 0GitHub stars: 41
- Managing Foreign Exchange HedgingStructures FX hedging programs with exposure identification, instrument selection, and hedge effectiveness testing. Use when managing FX risk, designing hedge programs, or testing hedge effectiveness.Votes: 0GitHub stars: 41
- Managing Fraud Operations BankingStructures banking fraud detection with transaction monitoring, investigation, and recovery documentation. Use when detecting banking fraud, investigating suspicious activity, or managing fraud cases.Votes: 0GitHub stars: 41
- Managing Fund AccountingStructures fund accounting processes with trade recording, income allocation, and financial statement preparation. Use when managing fund books, recording investment transactions, or preparing fund financials.Votes: 0GitHub stars: 41
- Managing Fund Audit PreparationStructures fund audit preparation with financial statement drafting, confirmation management, and workpaper organization. Use when preparing for fund audits, drafting fund financials, or managing audit confirmations.Votes: 0GitHub stars: 41
- Managing Fund Board ReportingStructures fund board reporting with compliance summaries, performance review, and governance documentation. Use when preparing board reports, summarizing fund compliance, or documenting governance items.Votes: 0GitHub stars: 41
- Managing Fund Compliance MonitoringStructures investment compliance testing with guideline monitoring and breach reporting. Use when monitoring investment guidelines, testing compliance, or reporting breaches.Votes: 0GitHub stars: 41
- Managing Fund DistributionsStructures fund distribution processes with allocation methodology, tax lot selection, and distribution notice preparation. Use when processing distributions, allocating fund income, or preparing distribution notices.Votes: 0GitHub stars: 41
- Managing Fund Expense AllocationStructures fund expense allocation with methodology documentation, compliance, and investor disclosure. Use when allocating fund expenses, documenting allocation methods, or managing expense ratios.Votes: 0GitHub stars: 41
- Managing Fund Formation DocumentsReviews fund offering documents with LPA terms, side letter analysis, and compliance requirement extraction. Use when reviewing fund documents, analyzing LPA terms, or managing side letter provisions.Votes: 0GitHub stars: 41
- Managing Fund ReportingStructures LP fund reporting with NAV calculation, performance attribution, and portfolio updates. Use when preparing LP reports, calculating fund performance, or creating quarterly updates.Votes: 0GitHub stars: 41
- Managing Fund Tax ReportingStructures fund tax reporting with K-1 preparation, PFIC reporting, and investor tax package coordination. Use when preparing K-1s, managing fund tax reporting, or coordinating investor tax packages.Votes: 0GitHub stars: 41
- Managing Fundraising ProcessesStructures PE/VC fundraising with LP outreach, DDQ completion, and closing documentation. Use when managing fund raises, completing due diligence questionnaires, or preparing fundraising materials.Votes: 0GitHub stars: 41
- Managing Headcount PlanningStructures workforce planning with headcount budgeting, compensation modeling, and organizational analysis. Use when planning headcount, budgeting compensation, or modeling workforce scenarios.Votes: 0GitHub stars: 41
- Managing Hedge AccountingStructures hedge accounting documentation with effectiveness testing and ASC 815/IFRS 9 compliance. Use when documenting hedge relationships, testing effectiveness, or managing hedge accounting compliance.Votes: 0GitHub stars: 41
- Managing Impact Fund ReportingStructures impact fund reporting with IRIS+ metrics, theory of change alignment, and additionality assessment. Use when reporting impact metrics, using IRIS+ indicators, or measuring fund impact.Votes: 0GitHub stars: 41
- Managing Impairment TestingStructures goodwill and long-lived asset impairment testing with fair value estimation and documentation. Use when testing for impairment, estimating fair values, or documenting impairment analysis.Votes: 0GitHub stars: 41
- Managing Income Tax ProvisionsStructures income tax provision calculation with current/deferred components and rate reconciliation. Use when calculating tax provisions, analyzing deferred taxes, or preparing rate reconciliations.Votes: 0GitHub stars: 41
- Managing Indirect Tax AnalysisStructures value-added tax and customs duty analysis with cross-border transaction considerations. Use when managing VAT, analyzing customs duties, or evaluating indirect tax positions.Votes: 0GitHub stars: 41
- Managing Intercompany TransactionsStructures intercompany pricing with transfer pricing documentation and arm's-length analysis. Use when managing transfer pricing, documenting intercompany transactions, or ensuring arm's-length compliance.Votes: 0GitHub stars: 41
- Managing Interest Rate HedgingStructures interest rate hedging with swap, cap, and collar analysis and hedge accounting documentation. Use when hedging interest rate risk, selecting hedging instruments, or documenting hedge relationships.Votes: 0GitHub stars: 41
- Managing Interest Rate Risk BankingStructures bank interest rate risk analysis with EVE, NII sensitivity, and gap analysis. Use when managing bank IRR, modeling NII sensitivity, or analyzing repricing gaps.Votes: 0GitHub stars: 41
- Managing Internal AuditStructures internal audit planning and execution with risk assessment, testing, and findings documentation. Use when planning internal audits, conducting audit testing, or documenting audit findings.Votes: 0GitHub stars: 41
- Managing International Withholding TaxStructures withholding tax analysis with treaty benefit claims and QI/QDD compliance. Use when managing withholding tax, claiming treaty benefits, or ensuring QI compliance.Votes: 0GitHub stars: 41
- Managing Investment Adviser ComplianceStructures IA compliance with Form ADV, custody rule, and Code of Ethics requirements. Use when managing IA compliance, updating Form ADV, or reviewing Code of Ethics.Votes: 0GitHub stars: 41
- Managing Investment Policy StatementsCreates and maintains IPS documents with objectives, constraints, and governance requirements. Use when writing investment policy statements, documenting investment guidelines, or updating policy parameters.Votes: 0GitHub stars: 41
- Managing Investor OnboardingStructures investor onboarding with subscription documentation, AML/KYC, and suitability verification. Use when onboarding investors, processing subscriptions, or managing investor documentation.Votes: 0GitHub stars: 41
- Managing Investor ReportingStructures investor communications with performance reporting, capital account statements, and distribution notices. Use when creating investor reports, preparing capital statements, or distributing fund communications.Votes: 0GitHub stars: 41
- Managing Ipo ProcessesStructures IPO execution with prospectus preparation, pricing analysis, and allocation methodology. Use when managing IPO processes, preparing S-1 filings, or analyzing IPO pricing.Votes: 0GitHub stars: 41
- Managing Lease Accounting Asc842Structures ASC 842 compliance with lease identification, classification, measurement, and transition documentation. Use when implementing ASC 842, classifying leases, or calculating lease liabilities.Votes: 0GitHub stars: 41
- Managing Lease AccountingStructures ASC 842 lease analysis with classification, measurement, and disclosure requirements. Use when managing lease accounting, classifying leases, or calculating right-of-use assets.Votes: 0GitHub stars: 41
- Managing Lifestyle AdvisoryStructures lifestyle advisory services with cash flow management, major purchase planning, and concierge coordination. Use when managing lifestyle expenses, planning major purchases, or coordinating advisory services.Votes: 0GitHub stars: 41
- Managing Liquidity RiskStructures liquidity risk management with cash flow projections, stress testing, and contingency planning. Use when managing liquidity risk, projecting cash needs, or developing liquidity contingency plans.Votes: 0GitHub stars: 41
- Managing Loan Documentation ReviewReviews loan agreements with covenant extraction, terms analysis, and compliance requirement identification. Use when reviewing loan documents, extracting covenants, or analyzing credit agreement terms.Votes: 0GitHub stars: 41
- Managing Loan Loss ProvisioningStructures CECL/ACL estimation with model methodology, qualitative factors, and forecast integration. Use when calculating loan loss provisions, implementing CECL, or estimating credit losses.Votes: 0GitHub stars: 41
- Managing Loan Portfolio MonitoringStructures loan portfolio review with credit quality trends, watch list management, and concentration analysis. Use when monitoring loan portfolios, tracking credit quality, or managing watch lists.Votes: 0GitHub stars: 41
- Managing Loan Underwriting Real EstateStructures commercial real estate loan underwriting with DSCR, LTV, and debt yield analysis. Use when underwriting CRE loans, calculating coverage ratios, or evaluating loan terms.Votes: 0GitHub stars: 41
- Managing Long Range PlanningStructures long-range financial planning (3-5 year) with strategic initiative integration and investment phasing. Use when building long-range plans, modeling strategic scenarios, or projecting multi-year financials.Votes: 0GitHub stars: 41
- Managing Management CommentaryStructures MD&A-style management commentary with narrative quality and metric alignment. Use when writing management commentary, preparing earnings narratives, or documenting financial performance.Votes: 0GitHub stars: 41