MonthEndCloseSkill

---
name: MonthEndCloseSkill
description: >
  Coordinate cross-team month-end close activities with guided checklists and automated status summaries.
version: 1.0.0
visibility: organization
tags:
  - finance
  - operations
entrypoint:
  command: run_close
  label: Coordinate month-end close
---

## When Claude should load this skill
- Trigger daily during close week via `cron: 0 12 * * *` or on-demand when controllers request a status update.
- Ideal for finance operations teams consolidating progress across GL, AR/AP, tax, and FP&A tracks.

## Core workflow
1. Review `instructions/month-close-brief.md` for sequencing, owner expectations, and escalation matrix.
2. Execute `python scripts/close_tracker.py` to emit `CLOSE_STATUS` and `DEADLINE_ALERTS` for incomplete tasks.
3. Update `templates/progress-summary.md` and share highlights with stakeholders in finance and business units.

## Linked resources
- `templates/monthly-close-checklist.md` — Standard checklist with control evidence requirements.
- `data/month_close_tasks.csv` — Task register including owners, due dates, and dependencies.
- `instructions/month-close-brief.md` — Communication cadence, sign-off criteria, and buffer policies.
- `templates/progress-summary.md` — Executive-ready summary structure for leadership updates.
- `playbooks/post-close-retro.md` — Optional retro guide for capturing lessons learned.

import csv
from datetime import datetime

with open("data/month_close_tasks.csv", encoding="utf-8") as fp:
    rows = list(csv.DictReader(fp))

pending = [r for r in rows if r["status"].lower() != "done"]
progress = {
    "completed": sum(1 for r in rows if r["status"].lower() == "done"),
    "total": len(rows),
    "pending": pending,
}

deadlines = [
    {
        "task": r["task"],
        "owner": r["owner"],
        "due": r["due_date"],
        "overdue": datetime.fromisoformat(r["due_date"]) < datetime.utcnow(),
    }
    for r in pending
]

print("CLOSE_STATUS=", progress)
print("DEADLINE_ALERTS=", deadlines)