Develop and implement an Accounting and Shared Services strategy map.

Define a long-term path toward Autonomous Finance

Automate the reconciliation and reporting of supplier prepayments

Implement a KPI dashboard for AP quarterly reviews

Monthly Credit Card Payments Receipts - provide all the credit card recepts 

Coordinate and execute FY23 annual financial audit

Review FY24 Marketing Agreements listed on the president's list

Will learn the process to insurance.

To learn the process of Trademark in Sept.

Coordinate all FY24 Year-end closing activities

Will begin to process Insurace in Oct

Will process trademark in Oct. 

Transfer Adaptive monthly budget planning 

Document Procure to Pay processes.

Lead FY24 AFM Admin annual planning process

Restructure the Admin and IT org structure based on the CliftonStrenghts.

Define and implement a performance metric dashboard for shared services.

Implement a Leand and Agile Project Management methodology

Balance Sheet Recon for FSA

Balance Sheet Recon for Legal Shields

FY23 Prepaids

FY23 Accruals

FY24 Prepaids

Process contract in SAP

Bank Statement Reconciliation

Process improvement proposal for prepaid

Implement enhancements to the PO PowerApp application.

Eliminate duplication on supplier invoice final storage (Egnyte and D365)

Automate the supplier billing accounting process with an SAP integration