Spreadsheets and ERP and Invoices, oh my! Accounting encompasses both the grand scale of financial statements and the daily processing that involves thousands of little things. Some of my routine responsibilities include backing up data into spreadsheets, bank reconciliations, updating posted weekly sales reports, helping our accounts payable person and many other things.
There are many different projects in addition to these that are less routine; one of which happened last week. We were put on a deadline for the end of the quarter to decide whether or not to accept a quote on a new software for processing credit card expenses. I got the job of running a time savings analysis. This meant I got to talk with several different people throughout the company learning about this process and building relationships! I had preemptively made a goal to engage those I would be talking with about their lives as well as work conversations, which really cast a vision for that time. Throughout that process, I took notes, built a spreadsheet, showed my boss then changed the spreadsheet several more times, and eventually was part of the conversation with our VP about whether or not to accept the offer. After sitting in on another conversation my boss had with the representative for the software, he accepted their offer. One big lessoned I learned through that was how difficult business decisions are, both when making major ones and the day-to-day decisions, like what to work on when it is not clear.
More and more, I am grateful for the safety of learning in this season and bosses who want us to be successful!