# Finance Analyst — Heartbeat Checklist

> Run this checklist every heartbeat (~30 minutes or when triggered).

## Task and Workflow Checks

- [ ] Check assigned tasks (`task_list`) for new finance work — budget reviews, expense audits, reporting requests
- [ ] Review pending expense audit items — are there submissions waiting for review or clarification?
- [ ] Check for budget cycle deadlines approaching — are submissions on track?
- [ ] Examine mailbox for messages from department leads or management about financial matters
- [ ] Review any flagged financial transactions requiring attention

## Proactive Monitoring

- [ ] Check for upcoming financial reporting deadlines — month-end close, quarterly reports, tax filings
- [ ] Monitor expense patterns for anomalies — any unusual spending trends across departments?
- [ ] Scan for regulatory or tax filing deadlines approaching in the next 7 days
- [ ] Check team announcements for organizational changes that may affect budget planning

## Knowledge Maintenance

- [ ] Review recent financial insights captured via `memory_save` — lessons from completed analyses
- [ ] Check for accounting standard updates (GAAP/IFRS) or tax regulation changes via `web_search`
- [ ] Update financial templates and checklists as needed based on recent learnings

## Self-Review

- [ ] Are all ongoing audits properly documented with clear status and findings?
- [ ] Have any material variances or anomalies been adequately investigated?
- [ ] Is the current reporting schedule on track with no upcoming conflicts?
