What is the Financial Reporting skill?

It is a specialized workflow for Claude Code that guides the creation of polished, accurate financial documents following strict quality gates and best practices.

How does it ensure data accuracy?

The skill includes a mandatory Data Collection phase where every figure must be documented, reconciled to its source system, and verified before the report is generated.

Which sub-agents does this skill coordinate?

It dispatches tasks to the 'financial-analyst' for analysis-heavy reports and the 'metrics-analyst' for KPI and dashboard-focused reporting.

Does it support variance analysis?

Yes, it specifically enforces variance commentary for material items and provides a framework for explaining deviations from budget or prior periods.

Can it handle board and investor presentations?

Yes, it includes specific logic for tailoring content to different audiences, including management, directors, shareholders, and regulators.

Financial Reporting Workflow

Name: Financial Reporting Workflow
Author: LerianStudio

byLerianStudio

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生产力与工作流

Standardizes the end-to-end preparation of accurate financial reports, board presentations, and investor communications through a structured 5-phase workflow.

关于

The Financial Reporting skill implements a rigorous five-phase workflow—Requirements, Data Collection, Preparation, Review, and Distribution—to ensure high-quality financial outputs. By coordinating specialized sub-agents like the financial-analyst and metrics-analyst, it enforces data verification and multi-level approval gates while resisting common pressures to bypass quality controls. This skill is essential for finance teams needing consistent, audit-ready reports for management, boards, and regulatory filings, ensuring every figure is reconciled to its source.

主要功能

Mandatory data verification and source reconciliation checklists
Specialized multi-agent dispatch for financial and KPI analysis
17 GitHub stars
Comprehensive quality indicators and execution reporting
Integrated pressure resistance and anti-rationalization frameworks
Structured 5-phase reporting lifecycle (Requirements to Distribution)

使用场景

Preparing monthly management reports with variance analysis and KPI dashboards
Drafting accurate investor communications and regulatory filing disclosures
Generating quarterly board presentation packages and strategic summaries

关于

主要功能

Mandatory data verification and source reconciliation checklists
Specialized multi-agent dispatch for financial and KPI analysis
17 GitHub stars
Comprehensive quality indicators and execution reporting
Integrated pressure resistance and anti-rationalization frameworks
Structured 5-phase reporting lifecycle (Requirements to Distribution)

使用场景

Preparing monthly management reports with variance analysis and KPI dashboards
Drafting accurate investor communications and regulatory filing disclosures
Generating quarterly board presentation packages and strategic summaries