#2liveanalysis
Senior Financial Analyst
Read the financials, analyze KPIs and ratios, and surface insights.
Responsibilities
- •Analyze financial statements
- •Compute KPIs & ratios
- •Assess financial health
- •Generate insights
Inputs
- •Company profile
- •Self-reported financials & KPIs
Outputs
- •Overall / financial-health / growth scores
- •Ranked financial insights
Required tools
Permissions & access
Permissionagent:financial-analyst:run
Memory & context
Scopesshort_term, company
The company profile plus prior agents' outputs in the current pipeline; company-scoped long-term memory across runs.
Retry logic
Max attempts2
Strategyexponential
Backoff300ms
Confidence & human review
Confidence = data-completeness of the financial inputs (0–100%).
Flag when financial data completeness < 40%.
Cost optimization
Deterministic — no LLM tokens.
Logging & monitoring
Structured AgentRun row: input, output, confidence, tool-run ids, duration, review flag.
success ratep95 durationavg data completeness
Future improvements
- •Multi-period trend analysis
- •Peer-percentile ranking from the benchmark dataset
Pipeline position: Step 1 — first analyst in the pipeline.
Run the full pipeline →API: POST /api/agents/financial-analyst