School Finance Analysis
Paste the following prompt into your AI chat to install this skill:
Please follow https://skillhub.cn/install/skillhub.md and install @user_06ad406b/finance-record.
About this skill
Problem It Addresses
Finance work at English training institutions often lives in spreadsheets, chats, and receipts: payments, refunds, and lesson consumption are tracked separately, while monthly review still requires reconciling net revenue and target completion. This skill turns that recurring reconciliation into a structured workflow, reducing missed items and inconsistent definitions.
How It Works
The skill treats bookkeeping as its core path and operates on three amounts: payments, refunds, and lesson consumption. After receiving entries, it calculates monthly total payments, total refunds, and net actual revenue. If a monthly payment target is provided, it also computes the completion rate. Its output includes:
- a clear table
- summary metrics
- business advice
It emphasizes not inventing data and protecting student and financial information. It fits small training teams that want record-keeping, target tracking, and monthly review in one context; it is not a replacement for formal accounting systems, invoice management, or multi-entity financial consolidation.
Use Cases
- Front office logs payments and checks net monthly totals.
- Admin enters refunds and lesson consumption for tables.
- Director sets a monthly target and reviews completion.
- Finance keeps student data private in internal reports.
Best For
- Finance lead: reconcile payments, refunds, net revenue.
- Academic supervisor: report lesson consumption and targets.
- School principal: review monthly target completion advice.
- Front office clerk: enter payments and refunds daily.
Related Skills
Analyze corporate financial statements with DuPont, solvency, operations, profitability, cash-flow quality, Z-Score, and EVA.
Provides compliance self-check and remediation guidance for medical aesthetics and jewelry businesses, covering tax categories, invoicing, and private-account risk.
Covers literature review, data analysis, visualization, drug discovery, paper writing, and grant writing workflows.
A retrieval assistant for Chinese laws and regulations, supporting semantic queries, validity checks, clause location, and regulation comparison with CLI-based output.