Provide introduction to the organization and the accounting department
2
Explanation of roles, responsibilities and job objectives
3
Guided tour of workplace facilities
4
Introduction to accounting software and tools
5
Setup of company email and IT account
6
Provide detailed overview of company's financial policies and procedures
7
Arrange meeting with finance team members
8
Assignment of first basic accounting tasks
9
Monitoring and providing feedback on first set of tasks
10
Approval: Manager's review of initial tasks
11
Assign a mentor for guidance
12
In-depth training on specific accounting responsibilities
13
Provide insight on company's business strategies and objectives
14
Arrange regular catch-up meetings for progress update
15
Enrolment in company's benefits and welfare programs
16
Initiate participation in team projects and meetings
17
Review and understanding of company's ethical guidelines
18
Approval: Completion of introductory period
Provide introduction to the organization and the accounting department
Welcome to our organization and the accounting department! This task aims to introduce you to the organization's history, values, and culture. It will also provide an overview of the accounting department's role within the organization and its importance in supporting the company's financial management. By completing this task, you will gain a better understanding of the organization's mission and vision, and the role that accounting plays in achieving these goals. Additionally, you will discover how your work as a junior accountant contributes to the overall success of the organization.
1
Accounting
2
Finance
3
Human Resources
1
New York
2
London
3
Sydney
4
Tokyo
Explanation of roles, responsibilities and job objectives
In this task, the junior accountant will receive a detailed explanation of their roles, responsibilities, and job objectives. This will help them understand their specific tasks and duties within the accounting department. The desired result is that the junior accountant has a clear understanding of what is expected of them in their role.
1
Preparing financial statements
2
Processing invoices and payments
3
Conducting financial analysis
4
Assisting with budgeting and forecasting
5
Maintaining accurate financial records
Guided tour of workplace facilities
This task involves giving the new junior accountant a guided tour of the workplace facilities. It aims to familiarize them with the layout and locations of different departments, facilities, and amenities. The desired result is that the junior accountant feels comfortable and confident navigating the workplace.
1
Breakroom and kitchen
2
Restrooms
3
Meeting rooms
4
Printing and copying stations
5
Employee lounge
Introduction to accounting software and tools
This task involves introducing the new junior accountant to the accounting software and tools used by the department. It aims to provide them with the necessary knowledge and skills to effectively use these tools in their daily tasks. The desired result is that the junior accountant becomes proficient in using the accounting software and tools.
1
General ledger management
2
Accounts payable and receivable
3
Financial reporting
4
Bank reconciliation
5
Budgeting and forecasting
Setup of company email and IT account
This task involves setting up the new junior accountant's company email and IT account. It aims to provide them with the necessary access to communication and IT resources. The desired result is that the junior accountant has a functional email and IT account.
Provide detailed overview of company's financial policies and procedures
In this task, the junior accountant will receive a detailed overview of the company's financial policies and procedures. It aims to ensure that they understand and comply with the established guidelines and processes. The desired result is that the junior accountant is knowledgeable about the company's financial policies and procedures.
Arrange meeting with finance team members
This task involves arranging a meeting with the junior accountant and the members of the finance team. It aims to foster good working relationships and provide an opportunity for introductions and networking. The desired result is that the junior accountant feels welcomed and connected to the finance team.
Assignment of first basic accounting tasks
In this task, the junior accountant will be assigned their first basic accounting tasks. It aims to provide them with hands-on experience and an opportunity to apply their knowledge and skills. The desired result is that the junior accountant successfully completes their first set of tasks.
1
Preparing journal entries
2
Processing accounts payable invoices
3
Reconciling bank statements
4
Generating financial reports
5
Assisting with payroll processing
Monitoring and providing feedback on first set of tasks
Approval: Manager's review of initial tasks
Will be submitted for approval:
Assignment of first basic accounting tasks
Will be submitted
Monitoring and providing feedback on first set of tasks
Will be submitted
Assign a mentor for guidance
In-depth training on specific accounting responsibilities
Provide insight on company's business strategies and objectives
Arrange regular catch-up meetings for progress update
Enrolment in company's benefits and welfare programs
Initiate participation in team projects and meetings
Review and understanding of company's ethical guidelines
Approval: Completion of introductory period
Will be submitted for approval:
Provide introduction to the organization and the accounting department
Will be submitted
Explanation of roles, responsibilities and job objectives
Will be submitted
Guided tour of workplace facilities
Will be submitted
Introduction to accounting software and tools
Will be submitted
Setup of company email and IT account
Will be submitted
Provide detailed overview of company's financial policies and procedures
Will be submitted
Arrange meeting with finance team members
Will be submitted
Assignment of first basic accounting tasks
Will be submitted
Monitoring and providing feedback on first set of tasks
Will be submitted
Assign a mentor for guidance
Will be submitted
In-depth training on specific accounting responsibilities
Will be submitted
Provide insight on company's business strategies and objectives
Will be submitted
Arrange regular catch-up meetings for progress update
Will be submitted
Enrolment in company's benefits and welfare programs
Will be submitted
Initiate participation in team projects and meetings
Will be submitted
Review and understanding of company's ethical guidelines
