Templates
Finance
Financial Risk Manager Onboarding
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Financial Risk Manager Onboarding

1
Introduce to the team and organisation's hierarchy
2
Provide the job description and expectations
3
Initiate introduction to company's culture and values
4
Begin software and tools training
5
Enroll for relevant regulatory and compliance courses
6
Explain the company's risk management policies and procedures
7
Approval: Manager on course and tools training completion
8
Provide an overview of specific risk models used by the organization
9
Assign first assignment to understand their approach towards risk management
10
Review assignment and provide constructive feedback
11
Introduce to ongoing projects and their risk management strategies
12
Approval: Project manager on understanding of projects
13
Arrange meetings with key stakeholders
14
Provide access to necessary financial statements and documents
15
Introduction to risk management reporting requirements
16
Shadow a senior financial risk manager
17
Approval: Senior Financial Risk Manager on risk management approach
18
Create and review a risk evaluation report
19
Approval: Compliance Officer on risk evaluation report
20
Prepare a plan for the coming week