Templates
Finance
Financial Economist Onboarding
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Financial Economist Onboarding

1
Welcome and introductory meeting with the Team Leader
2
Issue company ID, hardware and software setup
3
Orientation session on company mission and economic strategy
4
Setup email, intranet and other internal communication systems
5
Introduction to Expert Systems and Data Modeling
6
Briefing on financial market trends and tracking
7
Approval: IT Security Compliance
8
Training on economic analysis and forecasting tools
9
Introduction to the company's financial database and information system
10
Understanding the role of financial regulation and compliance in work
11
Approval: Compliance Officer
12
Welcome meeting with the finance team
13
Job shadowing a senior economist for a day
14
Informative session on investment trends and risk management
15
Introduction to company’s financial economic research and planning
16
License to use the company-provided economic analytic software
17
Reviewing and understanding work and project objectives
18
Meeting with Human Resources for benefits and payroll system orientation
19
Assigning of initial tasks and projects
20
Approval: Team leader