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Creating a team of Chief Accountant and Warehouse Logistics

Client:
Owner of the LOGOS-TAC TM (production, distribution, and retail sale of clothing, footwear, military equipment)

Problem:
The current chief accountant and administrative director are not coping with their duties, failed to establish processes, create a team for managing accounting and warehouse logistics. Previously, the company deployed BAS ERP and management accounting (https://freelancehunt.com/showcase/work/razvertyivanie-uchetnoy-programmyi-bas-erp/1802507.html). The team failed to maintain inventory levels and conduct inventory.

Solution:
1. An analyst of management accounting was added to the team to record expense and revenue documents.
2. A profile of the Chief Accountant with competencies in management accounting and growth potential to Financial Director was created.
3. Recruitment, candidate assessment, and final candidate approval for the Chief Accountant position were conducted.
4. The Chief Accountant was appointed and adapted to the position.
5. An organizational structure of her department and job profiles were created together with the new Chief Accountant.
6. Recruitment, candidate assessment, and final candidate approval for the positions of:
- Expense document accountant
- Revenue and production document accountant
7. A warehouse manager profile was created.
8. Recruitment, candidate assessment, and final candidate approval for the Warehouse Manager position were conducted.
9. The Warehouse Manager was appointed and adapted to the position.
10. Working groups were conducted to identify bottlenecks in the business processes of procurement, accounting, and product shipment from the warehouse (purchasing, sales, accounting, warehouse).
11. Recruitment, candidate assessment, and final candidate approval for the Warehouse Keepers positions (3 vacancies) were conducted.
12. An inventory residue plan was created to not disrupt current warehouse and sales processes.

Result:
The client received:
1. Staffed, adapted, and operational 2 departments:
- Accounting Department
- Warehouse Logistics
2. Operational inventory accounting process.
3. Full inventory and correct warehouse balances.
Work details
Added 14 July 2024
242 views
Freelancer
Olga Akimova
Ukraine Odessa  3  0

Available for hire Available for hire
3 Safes completed
On the service 5 years