using-finance-team

Using Ring Finance Specialists

The ring-finance-team plugin provides 6 specialized financial agents. Use them via Task tool with subagent_type:.

See CLAUDE.md and ring:using-ring for canonical workflow requirements and ORCHESTRATOR principle. This skill introduces finance-team-specific agents.

Remember: Follow the ORCHESTRATOR principle from ring:using-ring. Dispatch agents to handle complexity; don't operate tools directly.

Domain Distinction:

• ring-finops-team: Brazilian regulatory compliance (BACEN, RFB, Open Banking)
• ring-finance-team: Financial operations, analysis, planning, and modeling

Blocker Criteria - STOP and Report

ALWAYS pause and report blocker for:

You CANNOT make financial judgment decisions autonomously. STOP and ask.

Common Misconceptions - REJECTED

Self-sufficiency bias check: If you're tempted to calculate directly, ask:

1. Is there a specialist for this? (Check the 6 specialists below)
2. Would a specialist document assumptions I might skip?
3. Am I avoiding dispatch because it feels like "overhead"?

If ANY answer is yes -> You MUST DISPATCH the specialist. This is NON-NEGOTIABLE.

Anti-Rationalization Table

If you catch yourself thinking ANY of these, STOP:

Cannot Be Overridden

These requirements are NON-NEGOTIABLE:

User cannot override these. Time pressure cannot override these. "Quick estimate" cannot override these.

Pressure Resistance

When facing pressure to bypass specialist dispatch:

Critical Reminder:

• Urgency does not equal permission to bypass - Rushed analysis has higher error risk
• Authority does not equal permission to bypass - Ring standards override preferences
• Internal use does not equal permission to bypass - Internal becomes external under audit

6 Financial Specialists

Dispatch template:

Task tool:
  subagent_type: "{agent-name}"
  model: "opus"
  prompt: "{Your specific request with context}"

When to Use Finance Specialists vs FinOps

Use Finance Specialists (ring-finance-team) for:

• Financial analysis and reporting
• Budgeting and forecasting
• Financial modeling (DCF, scenarios)
• Treasury and cash management
• Accounting operations
• KPI and metrics dashboards

Use FinOps Specialists (ring-finops-team) for:

• Brazilian regulatory compliance (BACEN)
• Tax reporting (RFB, DIMP, eFinanceira)
• Open Banking Brasil requirements
• Regulatory template generation

Both can be used together: Use finance specialists for analysis, then finops specialists for regulatory formatting.

Dispatching Multiple Specialists

If you need multiple specialists (e.g., financial-analyst + budget-planner), dispatch in parallel (single message, multiple Task calls):

CORRECT:
Task #1: financial-analyst
Task #2: budget-planner
(Both run in parallel)

WRONG:
Task #1: financial-analyst
(Wait for response)
Task #2: budget-planner
(Sequential = 2x slower)

ORCHESTRATOR Principle

Remember:

• You're the orchestrator - Dispatch specialists, don't calculate directly
• Don't perform analysis yourself - Dispatch to specialist, they have standards
• Combine with ring:using-ring principle - Skills + Specialists = complete workflow

Good Example (ORCHESTRATOR):

"I need a DCF valuation. Let me dispatch financial-modeler to build it."

Bad Example (OPERATOR):

"I'll calculate the DCF myself and just note my assumptions."

Available in This Plugin

Agents: See "6 Financial Specialists" table above.

Skills:

• using-finance-team (this) - Plugin introduction
• financial-analysis - Comprehensive financial analysis workflow
• budget-creation - Budget planning and forecasting workflow
• financial-modeling - Financial model building workflow
• cash-flow-analysis - Cash flow and liquidity workflow
• financial-reporting - Financial report preparation workflow
• metrics-dashboard - KPI and metrics workflow
• financial-close - Month/year-end close workflow

Commands:

• /analyze-financials - Run financial analysis
• /create-budget - Create budget or forecast
• /build-model - Build financial model

Note: Missing agents? Check .claude-plugin/marketplace.json for ring-finance-team plugin.

Financial Workflows

Key Principle: All financial work follows documentation and verification standards.

Integration with Other Plugins

• ring:using-ring (default) - ORCHESTRATOR principle for ALL agents
• using-finops-team - Brazilian regulatory compliance
• ring:using-dev-team - Development when building financial systems
• ring:using-pm-team - Planning for financial features

Dispatch based on your need:

• Financial analysis/modeling -> ring-finance-team agents
• Regulatory compliance -> ring-finops-team agents
• System development -> ring-dev-team agents
• Feature planning -> ring-pm-team agents