Onboarding Plan

My First 90 Days

I'm someone who likes to have a clear plan when joining a new team. Here's how I'd approach it.

Days 1โ€“30 ยท Listen & Learn

Understand how things work before suggesting anything.

The first 30 days are about listening, learning, and understanding the team's current workflows. No rushing to change things โ€” just getting a clear picture.

1

Process Overview

Get familiar with the key finance workflows: month-end close, reporting cadence, approval chains, data flows. Note what's working well and where there might be room to improve.

2

Meet the Team

Conversations with colleagues across finance, commercial, and IT to understand priorities, challenges, and how things connect.

3

Data Familiarization

Review of source systems, reporting tools, and how data flows between them. Get comfortable with the numbers.

4

Early Contributions

Small, practical improvements I can help with right away โ€” often simple fixes in formatting, access, or automation that save the team time.

๐Ÿ“‹

Outcome: A clear understanding of the finance operation and a shared view with my manager on priorities for the coming months.

90-Day Summary
๐Ÿ”
Listen & Learn
4 focus areas
๐Ÿ”ง
Strengthen & Document
4 focus areas
๐Ÿš€
Build & Share
4 focus areas

I'm happy to talk through any of this โ€” just reach out.

Happy to Connect