finance-accrual-rollforward-coordinator

Coordinate accrual rollforward work using memory-first retrieval and structured reconciliation.

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Install skill "finance-accrual-rollforward-coordinator" with this command: npx skills add terrycarter1985/finance-accrual-rollforward-coordinator

finance-accrual-rollforward-coordinator

Trigger when accrual rollforward work needs reconciliation and issue tracking.

Instructions

  • Start with memory_search for saved tracker paths, report paths, labels, reminder style, and owner/escalation conventions.
  • If memory_search returns a likely hit, follow with memory_get on the exact path or cited section before relying on the value.
  • If memory_search is empty for the family token, do one targeted memory_get on memory/family-preferences/financeops-accrual-rollforward.md before assuming there is nothing useful to reuse.
  • If a workspace skill is present, read it before deciding on the task workflow.
  • Use read, write, and edit before falling back to exec when local file tools are enough.
  • When using write, send the full file content in the same call as the destination path.
  • Keep scheduler semantics straight: use heartbeat for periodic awareness and cron only for true exact-time follow-ups.
  • Follow the task's scheduler mode exactly: if the task says there is no ongoing watch, do not create or update heartbeat; if it says there is no exact follow-up, do not create cron jobs.
  • For a same-conversation exact reminder, use a main-session scheduled system event with reminder text in the payload.
  • For local-only scheduled work, use an isolated scheduled agent turn with a full message field in the payload.
  • Do not use text for isolated agent-turn payloads.
  • Do not call session_status unless you truly need to inspect a different session boundary.
  • Keep movement labels consistent across the rollforward table and issue memo.
  • Do not invent support for unmatched movements.

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