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Especialistas financieros, todos los demás

Operaciones empresariales y financieras · Habilidades y competencias laborales · SOC 13-2099 · 241 skills

Contexto de la ocupación

Estas tareas de O*NET describen la ocupación y aportan contexto a la asignación SOC; no significan que cada Skill de la lista realice todas las tareas.

  • Apply mathematical or statistical techniques to address practical issues in finance, such as derivative valuation, securities trading, risk management, or financial market regulation.
  • Research or develop analytical tools to address issues such as portfolio construction or optimization, performance measurement, attribution, profit and loss measurement, or pricing models.
  • Interpret results of financial analysis procedures.

Las tareas de O*NET se muestran en su idioma de origen (inglés). Los datos de tareas se han extraído de O*NET® 29.1 Database de USDOL/ETA y se utilizan bajo CC BY 4.0.

Fuentes representativas

Una muestra limitada de Skills populares asignadas a esta ocupación, con un máximo de una por repositorio de GitHub. A continuación aparece la lista completa.

patent-valuation
1.3k
revfactoryrevfactory/harness-100
Patent valuation framework. Referenced by the ip-analyst and license-strategist agents when calculating the economic value of IP assets. Use for 'patent value', 'IP valuation', or 'royalty calculation' requests. Legal patent infringement assessment and litigation representation are out of scope.
financial-fraud-protection
591
FerroxLabsFerroxLabs/wayland
Comprehensive guide to protecting against financial fraud including identity theft prevention strategies, credit monitoring setup, scam identification (phishing, vishing, romance, investment), fraud reporting procedures, credit freeze and lock mechanisms, recovery steps after fraud occurs, elder fraud awareness, and teaching children about scam recognition. Use when the user asks about financial fraud protection, related techniques, best practices, or needs guidance in this domain. Do NOT use when the request is outside the scope of financial fraud protection or requires a different specialized skill.
trader-agent
543
majiayu000majiayu000/claude-skill-registry
Short-term technical analysis specialist. Focuses on price action, chart patterns, momentum indicators, and volume analysis to identify optimal entry/exit points for trades.
banking-sector
382
openaccountantsopenaccountants/openaccountants
> Use this skill whenever a bank, neobank, payment institution, e-money institution, or regulated financial holding company asks about accounting, regulatory capital, or tax issues specific to financial institutions. Trigger on phrases like "bank tax", "bank levy", "IRB approach", "standardised approach", "IFRS 9 ECL", "FRTB", "Basel III", "Basel IV", "CRR/CRD", "Prudential regulation", "PRA", "ECB SSM", "FED CCAR", "OSFI", "expected credit loss", "ICAAP", "ILAAP", "stress testing", "interchange fee", "MREL", "TLAC", "resolution planning", "deposit guarantee scheme contribution", or any question about bank accounting / tax / regulation. Covers IFRS 9 ECL, capital adequacy interactions with tax (DTA recognition), bank levies (UK, EU), specific tax rules for banks (FTT, securitisation, hedge accounting). Does NOT cover: detailed banking regulation (CRR/CRD specifics, FRTB calibration); audit of banks (see statutory-audit-workflow-base); routine corporate tax (see corporate-income-tax-workflow-base).

Todas las Skills asignadas

Explora la asignación completa por popularidad del repositorio o actividad reciente de la fuente.

Los nombres y las descripciones conservan el idioma proporcionado por el repositorio de origen.

Ordenar por
banking-sector
382
openaccountantsopenaccountants/openaccountants
> Use this skill whenever a bank, neobank, payment institution, e-money institution, or regulated financial holding company asks about accounting, regulatory capital, or tax issues specific to financial institutions. Trigger on phrases like "bank tax", "bank levy", "IRB approach", "standardised approach", "IFRS 9 ECL", "FRTB", "Basel III", "Basel IV", "CRR/CRD", "Prudential regulation", "PRA", "ECB SSM", "FED CCAR", "OSFI", "expected credit loss", "ICAAP", "ILAAP", "stress testing", "interchange fee", "MREL", "TLAC", "resolution planning", "deposit guarantee scheme contribution", or any question about bank accounting / tax / regulation. Covers IFRS 9 ECL, capital adequacy interactions with tax (DTA recognition), bank levies (UK, EU), specific tax rules for banks (FTT, securitisation, hedge accounting). Does NOT cover: detailed banking regulation (CRR/CRD specifics, FRTB calibration); audit of banks (see statutory-audit-workflow-base); routine corporate tax (see corporate-income-tax-workflow-base).
denmark-vat-return
382
openaccountantsopenaccountants/openaccountants
Use this skill whenever asked to prepare, review, or classify transactions for a Danish VAT return (Momsangivelse) for a self-employed individual or small business in Denmark. Trigger on phrases like "prepare VAT return", "do the VAT", "Danish VAT", "moms", "momsangivelse", or any request involving Denmark VAT filing. Also trigger when classifying transactions for VAT purposes from bank statements, invoices, or other source data. This skill covers Denmark only and only standard-registered businesses. Loensumsafgift-only entities, VAT groups, and fiscal representatives are in the refusal catalogue. MUST be loaded alongside BOTH vat-workflow-base v0.1 or later (for workflow architecture) AND eu-vat-directive v0.1 or later (for EU directive content). ALWAYS read this skill before touching any Danish VAT work.
digital-services-tax-matrix
382
openaccountantsopenaccountants/openaccountants
> Use this skill whenever a digital services provider asks about country-level Digital Services Tax (DST) exposure. Trigger on phrases like "DST", "digital services tax", "digital tax", "France DST", "UK DST", "Italy DST", "Spain DST", "Austria DST", "Turkey DST", "India equalisation levy", "Kenya DST", "Canada DST", "DST nexus", "DST scope", "user location attribution", "DST and Pillar One", "DST sunset", or any request to assess whether a service falls within a country's DST. Covers all DSTs in force or proposed as of mid-2025 across 25+ jurisdictions including the Canada DST (in force from 28 June 2024, retroactive to 2022) and India's equalisation levy regime. Maps the scope, rate, threshold, taxable services definition, user-location attribution method, filing/payment mechanics, and Pillar One Amount A interaction.

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