Financial Reporting Workflow

Financial Reporting Workflow

This skill provides a structured workflow for preparing financial reports using the financial-analyst and metrics-analyst agents.

Workflow Overview

The financial reporting workflow follows 5 phases:

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Phase 1: Requirements

MANDATORY: Define report requirements before building

Questions to Answer

Report Types

Blocker Check

If ANY of these are unclear, STOP and ask:

• Report audience
• Required content sections
• Comparison basis
• Approval requirements

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Phase 2: Data Collection

MANDATORY: Verify all data before reporting

Data Requirements

Data Verification Checklist

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Phase 3: Report Preparation

Dispatch to specialist(s) with full context

Agent Dispatch for Analysis-Heavy Reports

Task tool:
  subagent_type: "financial-analyst"
  model: "opus"
  prompt: |
    Prepare financial analysis for [report type]:

    **Period**: [reporting period]
    **Audience**: [from Phase 1]
    **Comparisons**: [prior period/​budget/​forecast]

    **Data Provided**:
    [Verified data from Phase 2]

    **Required Sections**:
    - Executive summary
    - Financial highlights
    - Variance analysis
    - Key metrics
    - Outlook commentary

    **Format Requirements**:
    [Specific format needs]

Agent Dispatch for KPI/​Dashboard Reports

Task tool:
  subagent_type: "metrics-analyst"
  model: "opus"
  prompt: |
    Prepare KPI summary for [report type]:

    **Period**: [reporting period]
    **Audience**: [from Phase 1]

    **KPIs Required**:
    [List of required metrics]

    **Format Requirements**:
    - Visualization specifications
    - Trend indicators
    - Target comparisons

Required Output Elements

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Phase 4: Review

MANDATORY: Quality control before distribution

Review Checklist

Approval Workflow

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Phase 5: Distribution

MANDATORY: Control distribution

Distribution Checklist

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Pressure Resistance

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

Reporting-Specific Pressures

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Anti-Rationalization Table

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

Reporting-Specific Anti-Rationalizations

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Execution Report

Upon completion, report:

Quality Indicators