financial-reporting - Financial Reporting Workflow
Structured workflow for preparing financial reports including management, board, and investor communications
Tags
Updated: 2026-03-23Capabilities
Typical Inputs
Typical Outputs
What this skill does
- define report requirements
- collect financial data
- verify data sources
- prepare financial statements
- create variance analysis
- generate KPI dashboard
- review report accuracy
- approve final report
- distribute reports
- document approvals
- save archive copy
Inputs
- report type
- reporting period
- financial data
- budget data
- forecast data
- KPI metrics
- format requirements
- distribution list
Outputs
- executive summary
- financial statements
- variance commentary
- KPI dashboard
- outlook commentary
- required disclosures
- distribution records
Requirements
- financial-analyst agent
- metrics-analyst agent
- opus model