Omh Finance Analysis

Finance Analysis

This is a Hermes-native finance-analysis workflow skill.

Why This Exists

finance-analysis prepares a source-bounded decision brief without claiming an authoritative financial action.

Do Not Use When

• The request is for a current quote, exchange rate, crypto price, or other live market lookup; use live-info-operator.
• The user wants generic exploration of a supplied CSV or table without accounting periods, controls, or finance decision framing; use data-analysis.
• The user asks to post journal entries, reconcile accounts, approve payments, submit tax filings, or configure an accounting system; use connector-operator for an explicit observed action path.
• The user wants pipeline coverage, deal health, or a seller forecast scenario rather than authoritative revenue or close reporting; use sales-pipeline-review.
• The user needs an enterprise or product direction decision after analysis; route that decision to strategy-brief.

Examples

Good example:

• Prompt: Compare Q2 actuals against budget, explain the biggest expense variances, and flag cash risks for the CFO.
• Expected behavior: Prepare the period boundary, actual-versus-plan narrative, cash-risk register, and decision questions.
• Why: The supplied finance framing needs a bounded decision brief rather than an external accounting action.

Bad example:

• Prompt: What is the USD/KRW exchange rate right now?
• Expected behavior: Route to live-info-operator, not finance-analysis.
• Why: A live exchange rate needs observed provider data rather than a finance analysis brief.

Completion Checklist

• Confirm the workflow target, evidence boundary, and stop condition are named.
• Report which outputs are prepared, observed, blocked, or missing.
• Name the smallest next verification or handoff instead of claiming completion from narration.

Recovery Notes

• If required context is missing, ask one blocking question or route back to the narrower workflow.
• If runtime or wrapper evidence is unavailable, keep the status as not_observed and expose the next observable action.

Workflow Lane

• Current lane: Research and company ops (product-docs, source-finder, web-research, research, best-practice-research, autoresearch-goal, model-optimization, inference-serving, +20 more) - research, signals, ops, and briefings.
• If intent belongs to another lane, hand back to oh-my-hermes or name the adjacent workflow.
• Shared product, routing, compatibility, and evidence rules: omh-routing/references/skill-common-rail.md.

Use When

Use when supplied ledger, budget, forecast, revenue, expense, cash-flow, or close context needs a bounded analysis and decision brief.

Strong routing signals: `finance analysis`, `budget variance`, `budget vs actual`, `month-end close`, `재무 분석`, `예산 대비 실적`, `월마감`

Catalog Metadata

Category: operations Phase: finance-analysis Hermes role: operator Quality tier: evidence-gated Reasoning demand: light

Quality bar:

• Separate supplied numbers, assumptions, and missing finance evidence.
• Keep decision and escalation questions explicit.

Handoff policy:

Keep domain framing, clarification, source/evidence synthesis, draft outputs, and next-work routing in Hermes. A prepared brief, review, reply, or plan is not an external action, approval, filing, send, publish, data mutation, implementation, review, CI, or merge claim. Prepare a connector, file, coding, or human-review handoff only when the user explicitly accepts that next step; report it only from observed evidence. Calculations are only as authoritative as supplied or observed sources and methods; no ERP, bank, ledger, tax, payment, or filing action is implied.

Required inputs:

• period
• supplied finance source
• decision question
• calculation assumptions

Expert clarification questions:

• period
  • English: What period, cutoff, reporting entity/perimeter, currency/units, accounting basis, comparator version, and close status apply?
  • Korean: 어떤 기간, 마감 기준일, 보고 법인과 범위, 통화와 단위, 회계 기준, 비교 버전, 마감 상태를 적용해야 하나요?

Expected outputs:

• finance_scope_source_record/v1
• finance_reconciliation_analysis_schedule/v1
• finance_risk_register/v1
• finance_decision_brief/v1

Artifact expectations:

• prepared finance analysis brief when a wrapper captures it

Safety rules:

• State source and calculation assumptions before presenting a variance.
• Do not imply an ERP, bank, ledger, tax, payment, or filing action occurred.

Procedure: load references/procedure.md.

Runtime Evidence

Preferred harness for this skill: ops-review.

omh runtime record --skill finance-analysis --harness ops-review --status started

Record observed delegation results; otherwise return not_available or not_observed. Prepared OMH routing is not execution, review, CI, merge-readiness, or merge evidence.

• Treat wrapper memory/context summaries as advisory local context, not proof of opaque Hermes memory reads or changes. Preserve workflow intent and stop conditions; verify before claiming completion.

Use Hermes-native subagent/delegation features when available: native subagents -> Hermes delegation when available, otherwise sequential lanes.

Shared product, compatibility, topology, memory, harness, and execution rules: omh-routing/references/skill-common-rail.md. Load it when applicable; otherwise name an unavailable capability.