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Onboarding Checklist for your New Finance Consultant

Onboarding Checklist for your New Finance Consultant

The onboarding checklist for new finance consultants is a guide to help you set up your consultant for success by streamlining the onboarding process, and avoid any issues during the process.In this guide, we will cover:

  • The logistics and systems that are needed for a smooth onboarding
  • What to provide to your consultant at least 24 hours before they start
  • An onboarding timeline that contains the critical tasks for the first day, week, and month
  • Tips on how to set your finance contractor up for success
  • And more!

This is part of Clarity Recruitment’s article “How to Onboard Your New Finance Consultant”

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About the Author

Aoife Kernan

Aoife Kernan

Aoife has over 5 years of recruiting experience and previously worked for a global search firm in Toronto and Ireland where she developed her expertise in the finance and accounting verticals. Aoife offers regular career, job search and interview advice directly to the independent consultants she serves.

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