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1.4 Weekly Team Reports

1.4 RMSI Weekly Reports

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210702 Weekly Report

Terri
Terri

Reports:

Bill⁠

/

Dan⁠

/

Mark⁠

/

Liz⁠

/

Terri⁠

⁠

Top Weekly Accomplishments

Administrative and project support

Call with CFO Alliance re: month end transactions

Call with eMazanni re: RiskSmith transition

Code June transactions for all three entities

Invoice processing

Week’s Top Objectives

Administrative and project support

Call with CFO Alliance

Call with eMazanni re: RiskSmith email transition

Review budget vs actuals with Bill

Weekly reconciliation in QBO for all three entities

Produce weekly update on financial transactions

Reports:

Bill⁠

/

Dan⁠

/

Mark⁠

/

Liz⁠

/

Terri⁠

⁠

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