Bottom Line
Veronica, the new remote controller, is planning her onboarding and handover process with the existing finance team (led by Lottie) to take over accounting operations for three companies (Avon, HDR, VersaTal). The focus will start with daily operations like bank reconciliations and bill.com.
Key Takeaways
Onboarding Plan:: Veronica outlined a three-phase handover process: understanding operations, shadowing the team, and then performing tasks under review before full ownership.
Team Structure:: The finance work is split between an India team handling daily reconciliations/AP, US-based managers for complex schedules/review, and Lottie as the final reviewer and main point of contact.
Access & Materials:: Veronica needs access to bill.com, bank accounts, and separate month-end checklists for HDR and VersaTal, which she initially lacked.
Starting Point:: Veronica will begin by learning daily bank reconciliations and bill.com processes to understand company operations, pending necessary system access.
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