Coordinate and Execute FY25 Financial Audit

Reconcile, update and migrate all corporate insurance and policies to a SharePoint Site

Reconcile and close FY25 Accruals Reconciliation

Update accounting policy and procedures documentation, and move them to a SharePoint Site

Prepare the organization for AMS's management review

Create a detailed Operational and Accounting guidelines

Training each busines units on the new policies and operational guidelines

Research and implement best practices for AFM's annual internal audit

Perform AFM's Internal Audit and contract compliance review

Coordinate and execute FY26 year-end activities

Standardize the Trade Retail PO and Supplier Invoice processes

Execute Kaizen value maps for each accounting cycle

Assess D365 workflows, identify and implement improvements

Facilitate one IT process improvement through a focused kaizen event.

Conduct, analyze, and present findings of the annual service survey

Utilize KPIs and weekly management meetings to monitor performance and identify areas of improvement.

Implement data mining for the Supplier Invoice Cycle

Create a Shared Services Performance Dashboard to report and analyze performance.

Identify and apply improvements based on the results of the data process mining

Define clear service objectives by calculating and implementing KPIs and SLAs for each key activity.

Taylor exception reports for each business unit that align with KPIs and departmental objectives

Develop an AI chatbot Agent for accounting based on SharePoint invoices, contracts, digital Assets, and policies

Develop an AI agent to automatically post targeted basic supplier invoices based on Operating Guidelines

Present the Shared Services Strategic Plan to each department

Establish a cross-training and job rotation program for Shared Services.

Meet quaterly with each department head and directors to improve collaboration

Month-End Closing