Templates
Finance
Assistant Financial Controller Onboarding
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Assistant Financial Controller Onboarding

1
Introduction to the finance team
2
Overview of company financial policies
3
Training on finance and accounting software
4
Familiarisation with the company's financial performance
5
Understanding the role and responsibilities of an assistant financial controller
6
Meeting with the financial controller
7
Access to relevant finance and accounting systems
8
Review of recent financial reports
9
Training on financial report preparation
10
Introduction to company's financial audits
11
Setup of company email and other communication channels
12
Approval: Manager for first financial report preparation task
13
Understanding budgeting and forecasting processes
14
Training on financial data analysis tools
15
Development of understanding on regulatory compliance
16
Briefing on company's investment strategies
17
Meeting with the Chief Financial Officer
18
Guidance on teamwork and collaboration within finance team
19
Review of company's tax strategies
20
Understanding the end-of-month financial closing procedures