Finance Team Task Management Template

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Ensure your finance team is aligned on key tasks and projects with this comprehensive task management template. Designed for VPs of Finance in the Workflow Management Software industry, this template helps keep everyone on the same page, improving team productivity and efficiency.

From developing monthly budgets and implementing new accounting software to conducting internal audits and preparing for year-end tax filings, this template covers all essential tasks to ensure smooth financial operations.

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Finance Team Task Management for Priority Matrix

Finance Team Task Management in Priority Matrix

Keep your finance team aligned and productive with clear task management and streamlined operations.

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Proposed Tasks

Critical & Immediate

  • Task 9: Manage Payroll - Due bi-weekly
    ☐ Review time cards ☐ Calculate pay ☐ Distribute paychecks
  • Task 1: Develop Monthly Budget - Due in 1 week
    ☐ Identify all income and expense sources ☐ Assign budget allotments to each category ☐ Share draft budget with team for feedback ☐ Finalize and implement budget
  • Task 5: Update Financial Policies - Due in 2 weeks
    ☐ Review current policies ☐ Identify necessary updates ☐ Implement updates and share with team
  • Task 3: Prepare Quarterly Financial Report - Due in 3 weeks
    ☐ Gather all necessary financial data ☐ Analyze data and prepare report ☐ Present report to finance team and executive team

Critical & Long-Term

  • Task 2: Implement New Accounting Software - Due in 2 months
    ☐ Research potential software options ☐ Purchase and install software ☐ Train team on new software ☐ Monitor software usage and resolve any issues
  • Task 10: Conduct Performance Reviews - Due in 3 months
    ☐ Schedule reviews with each team member ☐ Conduct reviews ☐ Implement any necessary changes
  • Task 4: Conduct Internal Audit - Due in 4 months
    ☐ Plan and schedule audit ☐ Conduct audit ☐ Prepare audit report ☐ Present findings to finance team and executive team
  • Task 8: Prepare for Year-End Tax Filing - Due in 6 months
    ☐ Gather all necessary financial documents ☐ Prepare and review tax return ☐ File tax return

Non-Critical & Immediate

  • Task 6: Monitor Cash Flow - Ongoing
    ☐ Track all income and expenses ☐ Identify any cash flow issues ☐ Address issues as needed
  • Task 7: Review and Approve Expense Reports - Due weekly
    ☐ Receive and review expense reports ☐ Approve valid expenses ☐ Address any issues with team members