Financial ServicesAgent number 13
Close Preparer
Special Ability
Gathers every reconciliation and drafts the variance commentary so the controller reviews instead of assembles.
Autonomy
Judgment
Reach
Lives On
Runs On Creatio Or Standalone
On The Back Of The Card
On day one of the close, freight expense is up 22 percent. The agent ties out the account and drafts the note explaining why, so the controller starts by reviewing.
Reads
Every reconciliation and the general ledger
Produces
Drafted variance commentary ready for review
Decision Stays With
The controller
Triggered By
Each month end
Measured On
Close length
Business days to close
Commentary
Accounts with a draft note
Controller hours
Spent assembling the close