• Welcome and initial framing with the firm • Lead the kick-off meeting: objectives, scope, milestones, roles (sponsor, points of contact) • Assess the context: firm size and organization, business priorities, scheduling constraints • Provide the training kit and enroll participants in Pennylane group training sessions • Prepare and facilitate “first steps” workshops focused on key workflows (bookkeeping, account review, VAT, period closing) • Monitor attendance and follow up with teams until the expected proficiency level is reached • Define prerequisites and checklists; set up a simple, dated plan • Organize short, regular unblock sessions; respond rapidly to questions • Centralize feedback, resolve straightforward issues, and escalate technical matters to the relevant teams (Migration, Support, Product) • Maintain a dashboard: progress, adoption, incidents, risks • Produce clear minutes after each meeting and record decisions • Prepare the handover file for the team responsible for long-term adoption follow-up • Equip the sponsor and the internal point of contact to communicate with staff • Collect field feedback and continuously improve materials (FAQ, guides, templates)

• Unsolicited application to join the Pennylane team as an Accountant.

• Record accounting entries in accordance with the chart of accounts and current regulations; • Perform account reconciliations (bank, suppliers, customers, and other balance sheet accounts); • Organize and manage physical and digital accounting documents; • Assist in the preparation of financial statements and management reports; • Support internal and external audit processes; • Support compliance with accounting-related regulatory requirements; • Contribute to the standardization and continuous improvement of departmental processes.

• Bank reconciliations, accounts payable, invoicing • Cash flow management and end of month reporting • Managing employee expenses • Payroll processing using Xero • Managing work cover compliance • General admin and data entry as required.