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1.4 Weekly Team Reports
1.4 RMSI Weekly Reports
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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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