Coordinate and Execute FY25 Financial Audit

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

Prepare the organization for AMS's management review

Execute open enrollment for Jan 2026

Implement security enhancements for the production environment based on IT gap analysis. 

Perform AFM's Internal Audit and contract compliance review

Peform an independent cyber penetration test and Communicate IT Risks to leadership

Coordinate and execute FY26 year-end activities

Complete eleven budget planning cycles for FY26 in Adaptive

Perform AFM's annual cybersecurity awareness education to all AFM team members. 

Optimize DocuSign CLM based on the recommendations from the gap analysis.

Restructure weekly internal meetings to review SLA adherence, vendor metrics, and pending operational issues. 

Execute Kaizen value maps for each accounting cycle

Facilitate one IT process improvement through a focused kaizen event.

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.

Review AFM's Days Payable Outstanding (DPO) cycle and propose a plan to improve our DPO days

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

Implement DocuSign's Intelligent Agreement Management (IAM) to review specific contractual clauses. 

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

Secure a qualified Dynamics 365 partner to support system enhancements and version upgrades. 

Build a unified IT metrics dashboard.