My manager and director recently told me that my co-worker is leaving the team and with that they will move a Financial Analyst on my team to report to me (I won't be a manager but he will report to me).
I am a Sr. Financial Analyst that works with General & Administrative (G&A) Leaders to help them forecast and budget their P&Ls. I am feeling a little overwhelmed because now I have to learn what my co-worker does, still do my duties and be responsible for and train this employee. They want me to meet with the G&A Leaders and overview the whole G&A process while the analyst does the daily duties.
I am wondering if anyone has any suggestions on what is the best way to train the employee and keep track of everything we went through while I am training and learning new duties as well. I was thinking if I can put together a file that shows a general overview of G&A that includes the different departments and a brief description of each department and then go through our excel forecast files.
I want to do well because I would like to be a manager one day and I think this is a step in the right direction.
Thank you for your help.
"I was thinking if I can put together a file that shows a general overview of G&A that includes the different departments and a brief description of each department and then go through our excel forecast files."
From your question it would appear you have not considered the skills and competence of the new employee.
I would approach this in the following order:
1) Get clear direction from your manager on what is expected. Write it down and re-review the write up with your manager to be sure both ...
The expert examines training a new employee. The best ways to train the employee are determined.