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30-Day Checklist for New Controllers

Your checklist for the first 30-days in your new Controller role. Start with order to cash, familiarize yourself with your team's tech stack, and more.
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The interviews have ended, and you're now the newly-minted Controller at your company. Congratulations! Now comes the hard part. 

You must score quick wins while learning the nuances of your position. You must also make a good impression so that executive leadership views you as a strategic asset, not someone who merely crunches numbers. 

What you achieve during your first 30 days is critical in this regard. But where do you get started?

We've compiled everything you need to act on in your first 30-days to get a running start, including:

  • Connecting with the right internal stakeholders
  • Leveraging your job description and interview process
  • Starting with understanding order to cash
  • Benchmarking existing monthly close processes

Want more detail on each task? Read our full overview here.

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Close fast & with confidence

AI-assisted. Operationally efficient. Audit ready.