Assign a mentor or supervisor for the Financial Controller
3
Arrange desk and supply workstation needs
4
Set up work email and system accounts
5
Provide company-wide introduction of the new Financial Controller
6
Conduct departmental orientation
7
Brief on the company structure and operations
8
Present company policies and procedures
9
Introduce to the financial management system
10
Training on financial reporting procedures
11
Schedule meetings with key staff
12
Familiarize with current financial projects
13
Preview of the corporate budgeting process
14
Overview of the Financial audits and compliance requirements
15
Approval: Manager on Company Policies and Procedures Overview
16
Training on Performance appraisal process
17
Communication of payroll cycle and benefits structure
18
Address compliances and code of conduct guidelines
19
Review workplace safety and emergency procedures
20
Detail ongoing performance management process
Prepare onboarding materials and documents
Gather all necessary materials and documents for the Financial Controller's onboarding. These include employee handbook, company policies, job description, and any other relevant resources. The onboarding materials should provide a comprehensive overview of the company's mission, values, and expectations for the Financial Controller role. This task is crucial to ensure the new hire is equipped with the necessary knowledge to start their role on the right foot.
Assign a mentor or supervisor for the Financial Controller
Identify a knowledgeable and experienced staff member who can serve as a mentor or supervisor for the new Financial Controller. The mentor/supervisor should be someone who can provide guidance, support, and answer any questions that the new hire may have. This task is essential to facilitate a smooth transition and help the new Financial Controller acclimate to their new role effectively.
Arrange desk and supply workstation needs
Ensure that the new Financial Controller's desk and workstation are properly set up to support their work. This includes providing necessary office supplies, such as pens, notepads, and other essentials. Pay attention to details like ergonomic chairs and proper lighting to create a comfortable and conducive working environment. This task ensures that the Financial Controller has all the tools and resources necessary to perform their duties effectively.
1
Ergonomic chair
2
Proper lighting
3
Storage space
4
Computer/laptop
5
Stationery
Set up work email and system accounts
Create a work email and set up system accounts for the new Financial Controller. This includes providing access to necessary software, such as accounting tools and project management systems. Ensure that login credentials and instructions are provided to the new hire. This task is crucial to enable the Financial Controller to communicate and access essential systems required for their role.
Provide company-wide introduction of the new Financial Controller
Introduce the new Financial Controller to the entire company. This can be done through an email announcement or an in-person introduction during a company-wide meeting. Highlight the new hire's background, experience, and role within the organization. This task is important to foster a welcoming and inclusive environment while creating awareness about the new Financial Controller's presence within the company.
Conduct departmental orientation
Provide an orientation specifically tailored for the Financial Controller within their respective department. This orientation should cover department-specific policies, procedures, and goals. It should also introduce the Financial Controller to key team members and stakeholders. This task is essential to ensure that the new hire understands the dynamics of their specific department and how their role contributes to the overall goals of the organization.
1
Budgeting processes
2
Financial reporting guidelines
3
Team structure and responsibilities
4
Key stakeholders
5
Departmental goals
Brief on the company structure and operations
Provide an overview of the company's structure and operations to the new Financial Controller. This includes information about different departments, their roles, and how they collaborate. Highlight the organization's hierarchical structure and reporting lines. This task is necessary to familiarize the new hire with the overall framework of the organization and aid them in understanding how their role fits into the larger picture.
1
Finance
2
Human Resources
3
Operations
4
Sales
5
Marketing
1
Directly to CEO
2
Finance Manager
3
Chief Financial Officer
4
Vice President of Finance
5
Department Head
Present company policies and procedures
Review and present the company policies and procedures to the new Financial Controller. This includes policies related to finance, ethics, code of conduct, and any other relevant guidelines. Discuss the importance of compliance and adherence to these policies. This task helps establish a strong foundation of compliance and ensures that the new Financial Controller is aware of the company's expectations and standards.
Introduce to the financial management system
Provide an introduction to the financial management system used by the organization. This includes familiarizing the new Financial Controller with the software, tools, and processes involved in financial management. Share any user guides or training materials related to the system. This task is essential to enable the new hire to navigate and utilize the financial management system effectively.
Training on financial reporting procedures
Provide training on the organization's financial reporting procedures to the new Financial Controller. This includes instruction on generating financial reports, understanding key financial indicators, and ensuring accuracy and compliance in reporting. Demonstrate the tools and software used for financial reporting. This task is essential to equip the Financial Controller with the knowledge and skills required for accurate and timely financial reporting.
Schedule meetings with key staff
Schedule meetings between the new Financial Controller and key staff members. These meetings should include the Finance Manager, Chief Financial Officer, department heads, and any other relevant personnel. The purpose of these meetings is to establish relationships, discuss expectations, and address any questions or concerns. This task ensures that the new Financial Controller has the opportunity to connect with key stakeholders and foster effective collaboration.
Familiarize with current financial projects
Introduce the new Financial Controller to the current financial projects and initiatives within the organization. Provide an overview of ongoing projects, their objectives, stakeholders, and key deliverables. This task ensures that the new hire is informed about the organization's financial priorities and can actively contribute to these projects from the beginning.
1
Budget planning for the upcoming fiscal year
2
Cost reduction initiatives
3
Implementation of new accounting software
4
Financial system integration
5
Investment analysis for new projects
Preview of the corporate budgeting process
Give the new Financial Controller a preview of the organization's corporate budgeting process. Explain the timeline, stakeholders involved, and the key elements to consider during the budgeting process. Share any relevant templates or tools used for budgeting. This task helps familiarize the new hire with the budgeting process and prepares them to actively contribute to the organization's financial planning.
Overview of the Financial audits and compliance requirements
Provide an overview of the organization's financial audits and compliance requirements to the new Financial Controller. Explain the frequency of audits, expectations for compliance, and any specific procedures or documentation needed. Share any previous audit reports or compliance guidelines. This task ensures that the new hire is aware of the organization's commitment to financial integrity and understands their role in ensuring compliance.
1
SOX (Sarbanes-Oxley Act)
2
PCI DSS (Payment Card Industry Data Security Standard)
3
GDPR (General Data Protection Regulation)
4
HIPAA (Health Insurance Portability and Accountability Act)
5
ISO 9001 (International Organization for Standardization)
Approval: Manager on Company Policies and Procedures Overview
Will be submitted for approval:
Present company policies and procedures
Will be submitted
Training on Performance appraisal process
Provide training on the organization's performance appraisal process to the new Financial Controller. This includes explaining the criteria used for evaluations, the frequency of appraisals, and the tools used for performance assessments. Discuss the performance review schedule and expectations. This task ensures that the new hire understands the organization's performance management system and can actively participate in the process.
Communication of payroll cycle and benefits structure
Communicate the organization's payroll cycle and benefits structure to the new Financial Controller. Explain the payroll schedule, deduction policies, and any specific procedures related to benefits enrollment or claims. Provide information on available employee benefits, such as health insurance, retirement plans, and vacation policies. This task ensures that the new Financial Controller understands the organization's compensation and benefits structure and can address any related inquiries.
1
Bi-weekly
2
Monthly
3
Semi-monthly
4
Weekly
5
Other
1
Health insurance
2
Retirement plans
3
Paid time off
4
Employee wellness programs
5
Flexible spending accounts
Address compliances and code of conduct guidelines
Explain the organization's compliance requirements and code of conduct guidelines to the new Financial Controller. Highlight the importance of ethical behavior, integrity, and confidentiality. Discuss specific regulations and legal requirements applicable to their role in the finance department. Provide resources, such as compliance manuals or training materials. This task ensures that the new Financial Controller understands their responsibilities and can adhere to compliance standards.
Review workplace safety and emergency procedures
Review workplace safety and emergency procedures with the new Financial Controller. This includes explaining evacuation plans, fire safety protocols, first aid procedures, and any other relevant safety guidelines. Provide resources, such as safety manuals or training videos. This task ensures that the new hire is aware of the organization's commitment to workplace safety and can respond appropriately in case of an emergency.
Detail ongoing performance management process
Explain the organization's ongoing performance management process to the new Financial Controller. This includes discussing regular check-ins, goal setting, feedback mechanisms, and any performance improvement plans. Share any templates or tools used for performance tracking. This task ensures that the new hire understands the organization's approach to continuous improvement and can actively participate in the performance management process.
