Month-End Close
January 2025 ยท Day 5 of 10
Month-End Close Progress
Overall completion status and key metrics
60%
Complete
6.2
Average close days (6mo)
5
Target days
General Ledger
Jennifer Liu
On Track
85%
SLA: Day 7
Accounts Payable
David Park
On Track
90%
SLA: Day 6
Payroll
Lisa Wang
On Track
100%
SLA: Day 3
Warehouse Rec
Sarah Chen
At Risk
70%
2 blockers
SLA: Day 8
Hedge/IRLC
Michael Ross
At Risk
45%
1 blocker
SLA: Day 9
MSR Valuation
Robert Kim
On Track
30%
SLA: Day 8
Tax Provisions
Amanda Foster
On Track
60%
SLA: Day 9
Reporting
Jennifer Liu
On Track
0%
SLA: Day 10
AI Close Narrator
AI-powered summary of close progress and next actions
What's Done
- Payroll completed by Lisa Wang
What's Blocking
- Warehouse reconciliation pending bank confirmation
- MSR valuation model requires actuarial review
Needs Approval Today
- Journal entries for GL adjustments ($2.3M)
- MSR valuation sign-off ($890K)