Introduction and overview of the Financial Analysis Department
2
Review of the organization's structure and business model
3
Providing workstation and needed technological resources
4
Setup of email, software and tools necessary for financial analysis tasks
5
Completion of HR paperwork and compliance forms
6
Introduction to the organization's financial systems and procedures
7
Training on financial analysis software and tools
8
Detailed walkthrough of financial analysis methods and reporting procedures used in the organization
9
Meeting with immediate team members and supervisor for role clarification
10
Assignment of first financial analysis task for getting hands-on experience
11
Approval: Supervisor Review of First Financial Analysis Task
12
Presentation and discussion of financial metrics and KPIs that the specialist is responsible for tracking
13
Reveal of performance expectations and review schedule
14
Training on the organization's policy on Confidentiality and Data Security
15
Introduction to ongoing professional development opportunities within the organization
16
Discussion on workplace culture and ethical standards
17
Initiation of mentoring program with a senior financial analyst
18
Provision of organization chart and contact details of relevant colleagues
19
Safety training and office tour
20
Completion of Onboarding feedback form
Introduction and overview of the Financial Analysis Department
This task provides an introduction and overview of the Financial Analysis Department. It outlines the department's role within the organization, its impact on financial decision-making, and the key responsibilities of a financial analysis specialist. By understanding the department's functions and objectives, new team members can align their work with the overall goals of the organization. This task also aims to create an inclusive and welcoming environment for the new specialist, fostering a sense of belonging and teamwork.
Review of the organization's structure and business model
This task involves reviewing the organization's structure and business model. By understanding how the organization is organized and operates, new specialists can better grasp the larger context in which they will be conducting financial analysis. It also helps them identify key stakeholders and potential collaboration opportunities that may arise throughout their work.
Providing workstation and needed technological resources
This task focuses on setting up the new specialist's workstation and providing them with the necessary technological resources. It ensures that they have access to a suitable desk, chair, computer, and other essential tools. By providing a comfortable and efficient workspace, new specialists can maximize their productivity and focus on their financial analysis tasks.
1
Macbook Pro
2
Dell Laptop
3
HP Desktop
1
22 inches
2
24 inches
3
27 inches
1
Webcam
2
Headset
3
Mouse
Setup of email, software and tools necessary for financial analysis tasks
In this task, the new specialist will set up their email, software, and tools necessary for financial analysis tasks. This includes creating their email account, installing financial analysis software, and configuring any additional tools required. By ensuring that the specialist has access to the necessary digital resources, they can effectively carry out their financial analysis responsibilities.
1
Excel
2
Tableau
3
SAS
1
Microsoft Office
2
Google Drive
3
Web Browser
Completion of HR paperwork and compliance forms
This task involves completing HR paperwork and compliance forms. New specialists will need to provide personal information, sign necessary agreements, and understand the organization's policies and procedures. This ensures that they are officially onboarded and compliant with all legal and regulatory requirements.
1
Male
2
Female
3
Non-binary
1
ID Card
2
Social Security Number
3
Tax Forms
Introduction to the organization's financial systems and procedures
This task provides an introduction to the organization's financial systems and procedures. It familiarizes the new specialist with the tools and processes used for financial analysis within the organization. By gaining a comprehensive understanding of these systems and procedures, the specialist can effectively navigate and utilize them in their day-to-day work.
Training on financial analysis software and tools
This task involves providing training on financial analysis software and tools. The new specialist will receive hands-on instruction on how to use specific software and tools relevant to their role. This ensures that they are equipped with the necessary skills and knowledge to perform their financial analysis tasks effectively and efficiently.
1
Excel
2
Tableau
3
SAS
1
Data Visualization
2
Financial Modeling
3
Statistical Analysis
Detailed walkthrough of financial analysis methods and reporting procedures used in the organization
This task provides a detailed walkthrough of the financial analysis methods and reporting procedures used in the organization. It covers the step-by-step process of conducting financial analysis, including data collection, analysis, and reporting. By understanding these methods and procedures, the new specialist can ensure consistency and accuracy in their financial analysis work.
Meeting with immediate team members and supervisor for role clarification
In this task, the new specialist will have a meeting with their immediate team members and supervisor to clarify their role within the financial analysis department. They will discuss expectations, responsibilities, and any specific projects or tasks assigned to them. This helps ensure that the specialist has a clear understanding of their role and can effectively contribute to the team's objectives.
Assignment of first financial analysis task for getting hands-on experience
In this task, the new specialist will be assigned their first financial analysis task to gain hands-on experience. They will receive a specific task or project related to financial analysis and will be responsible for completing it within a given timeframe. This provides an opportunity for the specialist to apply their knowledge and skills in a real-world scenario and gain practical experience.
1
Sales Data
2
Expense Data
3
Profit Data
Approval: Supervisor Review of First Financial Analysis Task
Will be submitted for approval:
Assignment of first financial analysis task for getting hands-on experience
Will be submitted
Presentation and discussion of financial metrics and KPIs that the specialist is responsible for tracking
This task involves presenting and discussing the financial metrics and key performance indicators (KPIs) that the specialist is responsible for tracking. The specialist will learn about the relevant metrics and KPIs in their role and understand how they contribute to the organization's financial performance. This knowledge enables the specialist to monitor and analyze financial data effectively.
1
Revenue Growth Rate
2
Profit Margin
3
Return on Investment (ROI)
Reveal of performance expectations and review schedule
In this task, the new specialist will receive a reveal of their performance expectations and review schedule. They will learn about the specific goals and targets they are expected to achieve in their role and understand how their performance will be evaluated. Additionally, they will receive information on the frequency and format of performance reviews to enable ongoing feedback and development.
Training on the organization's policy on Confidentiality and Data Security
This task involves providing training on the organization's policy on confidentiality and data security. The new specialist will learn about the importance of protecting confidential information and maintaining data security. They will understand the organization's policies and procedures related to data handling, storage, and sharing. This training ensures that the specialist is aware of their responsibilities and follows best practices to protect sensitive information.
Introduction to ongoing professional development opportunities within the organization
This task introduces the new specialist to ongoing professional development opportunities within the organization. They will learn about training programs, workshops, conferences, and other resources available to enhance their financial analysis skills and knowledge. This promotes continuous learning and professional growth among the specialists, enabling them to stay updated with industry trends and best practices.
Discussion on workplace culture and ethical standards
This task involves having a discussion on workplace culture and ethical standards within the organization. The new specialist will gain insights into the organization's values, norms, and behaviors. They will understand the importance of maintaining high ethical standards in financial analysis and how their actions contribute to the overall workplace culture.
Initiation of mentoring program with a senior financial analyst
In this task, the new specialist will be initiated into a mentoring program with a senior financial analyst. They will be paired with an experienced professional who will provide guidance, support, and advice throughout their onboarding process and beyond. This mentoring relationship helps the specialist navigate their role, learn from the senior analyst's expertise, and foster professional growth.
Provision of organization chart and contact details of relevant colleagues
In this task, the new specialist will receive the organization chart and contact details of relevant colleagues. This enables them to understand the reporting structure, identify key points of contact, and build relationships with colleagues who may be involved in financial analysis activities or projects. By having access to this information, the specialist can effectively collaborate and communicate within the organization.
Safety training and office tour
This task involves providing safety training and an office tour to the new specialist. They will learn about safety protocols, emergency procedures, and general office guidelines to ensure a safe and secure work environment. The office tour familiarizes the specialist with key areas, facilities, and resources available in the workplace.
Completion of Onboarding feedback form
In this task, the new specialist will complete an onboarding feedback form. They will provide feedback on their onboarding experience, including the effectiveness of the process, the clarity of information provided, and any suggestions for improvement. This feedback helps the organization continuously enhance its onboarding program and ensure a smooth transition for new specialists.
