Financial Analysis Workflow

Financial Analysis Workflow

This skill provides a structured workflow for comprehensive financial analysis using the financial-analyst agent.

Workflow Overview

The financial analysis workflow follows 5 phases:

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Phase 1: Objective Definition

MANDATORY: Define analysis scope before proceeding

Questions to Answer

Blocker Check

If ANY of these are unclear, STOP and ask:

• Analysis objective
• Time period scope
• Comparison basis (peer, prior period, budget)
• Materiality threshold

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Phase 2: Data Collection

MANDATORY: Verify all data sources before analysis

Data Requirements

Data Verification Checklist

Anti-Rationalization

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Phase 3: Analysis Execution

Dispatch to specialist with full context

Agent Dispatch

Task tool:
  subagent_type: "ring:financial-analyst"
  model: "opus"
  prompt: |
    Perform financial analysis per these specifications:

    **Objective**: [from Phase 1]
    **Period**: [time periods]
    **Comparison**: [benchmarks/​peers]
    **Materiality**: [threshold]

    **Data Provided**:
    [Attach verified data from Phase 2]

    **Required Analysis**:
    - [ ] Ratio analysis (liquidity, profitability, leverage, efficiency)
    - [ ] Trend analysis (period over period)
    - [ ] Benchmark comparison (if applicable)
    - [ ] Variance analysis (if applicable)

    **Output Requirements**:
    - All calculations shown
    - All sources cited
    - All assumptions documented

Required Output Elements

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Phase 4: Interpretation

MANDATORY: Provide context for all findings

Interpretation Framework

Quality Checks

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Phase 5: Documentation

MANDATORY: Ensure audit-ready deliverable

Documentation Checklist

Output Format

See shared-patterns/​execution-report.md for base metrics.

Analysis-Specific Metrics:

• ratios_calculated: N
• periods_analyzed: N
• benchmarks_compared: N
• variances_explained: N
• recommendations_made: N

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Pressure Resistance

See shared-patterns/​pressure-resistance.md for universal pressures.

Analysis-Specific Pressures

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Anti-Rationalization Table

See shared-patterns/​anti-rationalization.md for universal anti-rationalizations.

Analysis-Specific Anti-Rationalizations

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Execution Report

Upon completion, report:

Quality Indicators