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What tasks did you achieve this week (thus far)?

Rather than asking what typical CFOs and Controllers do (at a high level) , I am wondering what the daily tasks are. Therefore, feel free to share this week's current accomplishments!


(VP - FInancial Planning and Analysis) |

Commercial insurance renewal pre-work
Net working capital trending and analysis
Framing up commercial sales plan expectations

Jaime Campbell
Title: Chief Financial Officer
Company: Tier One Services, LLC
(Chief Financial Officer, Tier One Services, LLC) |

Yesterday I did the following:

* Attended the QuickBooks Virtual Conference to network with colleagues & therefore find potential resources and strategic alliance partners, and to check out the latest technology pertinent to accounting & operations

* Calculated more appropriate pricing for 3 different levels of company service packages

* Supported accounting staff in their work

* Facilitated a company idea-sharing roundtable

* Discussed a potential strategic alliance with another company

* Earned CPE via live webinar

* Spoke with a banker about a client of his who might need our company's services

* Treasury functions: Made sure cash was moving in and out the way it was supposed to

* Got clear on the ONE thing that would make the biggest difference in the company's financial health and created a plan to get that going

* Aggregated weekly feedback from team, added my own, and sent to CEO

* Arranged for gifts to be sent out to a key client and a key referral source

* Set up an interview with a potential candidate to join the team

* Gave a referral to someone in our network

(controller) |

Below were my accomplishments for yesterday:
1. Closed out job costs and GL for August
2. Gave a referral to someone regarding our GL system
3. Re-evaluated funds performances for our 401K plan
4. Updated YTD sales projection


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