Coordinate and Execute FY25 Financial Audit

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

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 and train the AFM's business units

Execute open enrollment for Jan 2026

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

Complete eleven budget planning cycles for FY26 in Adaptive

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

Execute Kaizen value maps for each accounting cycle

Meet with each business units to identify pain points include solutions for FY27 planning

Assess D365 workflows, identify and implement improvements

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

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.

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

Complete a total compensation form for each AFM employee

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

Complete 990 annual tax reporting form

Annual W2s reconciliation

Submit 401(K) 5500 testing documentation 

Meet quaterly with each department head and directors to improve collaboration

Reconcile Payroll with IRS 941 form on a quaterly basis

Execute 5 year executive retention reconciliation

Month-End Closing