Fiscal Manager Onboarding Checklist

Fiscal Manager Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Fiscal Manager starts their role, they can learn about their responsibilities and your company as quickly as possible? Whether you’re keen to use buddy onboarding, want to automate your Finance onboarding experience or just need an onboarding checklist for your new Fiscal Manager, you’re in the right place. We’ve put together a sample Fiscal Manager onboarding checklist below and have created onboarding templates & resources to help.

Fiscal Manager Onboarding Checklist

1. Introduction to company policies and procedures: The fiscal manager should receive a comprehensive overview of the company’s policies and procedures, including financial guidelines, budgeting processes, and reporting requirements. This task is typically performed by the HR department or a senior finance manager.

2. Familiarization with financial systems and software: The fiscal manager should be provided with training on the financial systems and software used by the company. This includes learning how to navigate the accounting software, generating financial reports, and understanding the integration of different systems. The IT department or a designated finance team member usually handles this task.

3. Review of financial goals and objectives: The fiscal manager should meet with their supervisor or the finance director to discuss the company’s financial goals and objectives. This task involves understanding the organization’s financial strategy, key performance indicators, and targets. The finance director or a senior finance manager typically performs this task.

4. Introduction to the finance team: The fiscal manager should be introduced to the finance team members, including their direct reports and colleagues from other departments. This task helps foster relationships, promotes collaboration, and ensures a smooth integration into the team. The finance director or HR department usually handles this task.

5. Review of financial reports and analysis: The fiscal manager should receive training on the company’s financial reporting structure and the types of reports generated. This includes understanding profit and loss statements, balance sheets, cash flow statements, and other financial analysis tools. The finance director or a senior finance manager typically performs this task.

6. Budgeting and forecasting training: The fiscal manager should receive training on the company’s budgeting and forecasting processes. This includes understanding how to create and manage budgets, track expenses, and forecast financial performance. The finance director or a designated finance team member usually handles this task.

7. Introduction to key stakeholders: The fiscal manager should be introduced to key stakeholders within the organization, such as department heads, executives, and board members. This task helps establish relationships, understand their expectations, and align financial strategies with organizational goals. The finance director or a senior finance manager typically performs this task.

8. Review of internal controls and compliance: The fiscal manager should receive training on the company’s internal control procedures and compliance requirements. This includes understanding financial regulations, audit processes, and risk management practices. The finance director or a designated compliance officer usually handles this task.

9. Access to financial data and systems: The fiscal manager should be granted access to the necessary financial data and systems required to perform their job effectively. This includes providing login credentials, permissions, and any necessary training on data security and confidentiality. The IT department or a designated finance team member typically performs this task.

10. Introduction to external partners and vendors: The fiscal manager should be introduced to external partners and vendors that the company works with, such as auditors, banks, and financial advisors. This task helps establish relationships, understand their roles, and ensure smooth collaboration. The finance director or a senior finance manager typically performs this task.

11. Performance expectations and evaluation: The fiscal manager should have a clear understanding of their performance expectations and how their performance will be evaluated. This includes discussing key performance indicators, targets, and any specific metrics relevant to their role. The finance director or their supervisor typically performs this task.

12. Ongoing professional development opportunities: The fiscal manager should be informed about any ongoing professional development opportunities available to them, such as training programs, conferences, or certifications. This task helps support their career growth and ensures they stay updated with industry best practices. The HR department or a designated finance team member typically handles this task

Setting Up Your Employee Onboarding Process

From reading through the items in the example Fiscal Manager checklist above, you’ll now have an idea of how you can apply best practices to getting your new Fiscal Manager up to speed and working well in your Finance team. Scroll up to see the link to our onboarding templates & resources or get in touch to discuss getting help setting up your systems and processes in this area.